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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
CA
401
Cetera Advisors
Colorado
-$4.6M -61,882 Closed
IEFM
402
IQ EQ Fund Management
Ireland
-$3.49M -47,000 Closed
Millennium Management
403
Millennium Management
New York
-$3.05M -41,132 Closed
NA
404
Navellier & Associates
Nevada
-$1.85M -24,918 Closed
SFFS
405
Stonehage Fleming Financial Services
Jersey
-$1.5M -20,217 Closed
VF
406
Virtu Financial
New York
-$1.49M -20,119 Closed
CMO
407
Covenant Multifamily Offices
Texas
-$1.46M -19,653 Closed
ACI
408
Alpha Cubed Investments
California
-$406K -5,797 Closed
Bank of Nova Scotia
409
Bank of Nova Scotia
Ontario, Canada
-$389K -5,234 Closed
BFO
410
Boston Family Office
Massachusetts
-$371K -5,000 Closed
RCAG
411
Rehmann Capital Advisory Group
Michigan
-$351K -4,727 Closed
TFS
412
TrustCore Financial Services
Tennessee
-$327K -4,400 Closed
IP
413
Intellectus Partners
California
-$309K -4,157 Closed
EAMA
414
EFG Asset Management (Americas)
Florida
-$288K -3,880 Closed
DWM
415
Darwin Wealth Management
Florida
-$261K -3,442 Closed
NF
416
Nikulski Financial
Iowa
-$228K -3,317 Closed
Wolverine Trading
417
Wolverine Trading
Illinois
-$238K -3,202 Closed
MWM
418
Modera Wealth Management
New Jersey
-$223K -3,000 Closed
RPG
419
Resource Planning Group
Georgia
-$217K -2,921 Closed
LFAS
420
Level Four Advisory Services
Texas
-$214K -2,879 Closed
CCM
421
Coldstream Capital Management
Washington
-$209K -2,813 Closed
PP
422
PDS Planning
Ohio
-$207K -2,781 Closed
AIG
423
American International Group
New York
-$163K -2,200 Closed
AIIMS
424
Analyst IMS Investment Management Services
Israel
-$104 -1,395 Closed
SWP
425
Stratos Wealth Partners
Ohio
-$98K -1,315 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.