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iShares MSCI ACWI ETF

397 hedge funds and large institutions have $4.86B invested in iShares MSCI ACWI ETF in 2018 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 157 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 39

87% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 84

67% more funds holding in top 10

Funds holding in top 10: 2440 (+16)

57% more capital invested

Capital invested by funds: $3.09B → $4.86B (+$1.77B)

23% more call options, than puts

Call options by funds: $136M | Put options by funds: $110M

20% more funds holding

Funds holding: 330397 (+67)

11.46% more ownership

Funds ownership: 33.94%45.39% (+11%)

Holders
397
Holders Change
+67
Holders Change %
+20.3%
% of All Funds
8.85%
Holding in Top 10
40
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+66.67%
% of All Funds
0.89%
New
110
Increased
157
Reduced
84
Closed
39
Calls
$136M
Puts
$110M
Net Calls
+$25.5M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
376
BerganKDV Wealth Management
Minnesota
$9K
WWM
377
Willingdon Wealth Management
North Carolina
$9K
CIR
378
Clear Investment Research
Georgia
$8K -$275 -4 -3%
OFW
379
Omnia Family Wealth
Florida
$8K
1IA
380
1834 Investment Advisors
Wisconsin
$8K +$343 +5 +4%
WANY
381
Wealthspire Advisors (New York)
New York
$8K +$8.72K +127 New
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$6K
TRCT
383
Tower Research Capital (TRC)
New York
$4K -$113K -1,652 -96%
RBA
384
Richard Bernstein Advisors
New York
$4K
FWM
385
Focused Wealth Management
New York
$3K
LFG
386
LifePlan Financial Group
Ohio
$3K
PFO
387
Pathstone Family Office
New Jersey
$3K
CWA
388
Clarus Wealth Advisors
Arizona
$2K -$1.58K -23 -48%
AIP
389
Ameritas Investment Partners
Nebraska
$2K -$206 -3 -7%
JA
390
JOYN Advisors
Georgia
$2K
FHA
391
Flagship Harbor Advisors
Massachusetts
$1K
HR
392
Howe & Rusling
New York
$1K
GT
393
Glenmede Trust
Pennsylvania
$792 +$849K +12,364 New
Schroder Investment Management Group
394
Schroder Investment Management Group
United Kingdom
$763 -$83.4K -1,215 -9%
CF
395
Centaurus Financial
California
$90 +$390K +5,686 +7,482%
PWPCM
396
Perella Weinberg Partners Capital Management
New York
-$88.9M -1,196,694 Closed
QIM
397
Quantitative Investment Management
Virginia
-$20.3M -272,700 Closed
Citadel Advisors
398
Citadel Advisors
Florida
-$9.18M -133,679 Closed
Hudson Bay Capital Management
399
Hudson Bay Capital Management
Connecticut
-$8.96M -120,638 Closed
WI
400
WBI Investments
New Jersey
-$6.02M -81,022 Closed

ACWI Hedge Fund Activity: Q4 2018 in Review

397 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2018, worth a combined $4.86B — up 57% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new ACWI positions and 39 closed out — a net gain of 71 holders — while 157 added to existing stakes and 84 trimmed.

The largest buyer was Bessemer Group, adding an estimated $406M. The largest seller was Perella Weinberg Partners Capital Management, exiting entirely with an estimated $88.9M sold.

  • 397 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2018, up from 330 in Q3 2018.
  • Funds reported $4.86B of iShares MSCI ACWI ETF stock for Q4 2018, up 57% quarter-over-quarter.
  • 110 funds opened new iShares MSCI ACWI ETF positions in Q4 2018 and 39 closed out, a net change of +71 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2018 was Bessemer Group, an estimated $406M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2018 was Perella Weinberg Partners Capital Management, an estimated $88.9M sold.

Based on aggregated 13F filings for Q4 2018.