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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
MC
26
Minot Capital
Colorado
$27.7M +$30M +437,531 New
Lazard Asset Management
27
Lazard Asset Management
New York
$26.8M +$26.5M +386,389 +1,262%
CAM
28
Cresset Asset Management
Illinois
$26.5M +$28.3M +412,100 New
Wellington Management Group
29
Wellington Management Group
Massachusetts
$24.8M -$18.8M -274,120 -41%
Brown Advisory
30
Brown Advisory
Maryland
$24.3M +$21M +305,722 +417%
BS
31
Banco Santander
Spain
$24M +$4.92M +71,592 +24%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$19.7M +$14.6M +213,097 +228%
CFG
33
Cooper Financial Group
California
$19M +$20.4M +296,522 New
VCM
34
Verger Capital Management
North Carolina
$18.6M +$7.66M +111,490 +63%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$17.8M +$9.6M +139,747 +101%
RCF
36
Rainwater Charitable Foundation
Texas
$17.6M +$18.8M +273,992 New
SB
37
Suntrust Banks
Georgia
$17.3M +$5.72M +83,274 +45%
UCFA
38
United Capital Financial Advisors
Texas
$17.2M -$424K -6,180 -2%
Cerity Partners
39
Cerity Partners
New York
$17.1M -$69 -1 -0%
SFM
40
Signature Financial Management
Virginia
$16.9M -$4.25M -61,868 -19%
AR
41
Advisory Research
Illinois
$16.4M +$17.5M +255,217 New
BWM
42
Bernicke Wealth Management
Wisconsin
$16M +$552K +8,040 +3%
RJA
43
Raymond James & Associates
Florida
$15.5M +$14.2M +206,255 +585%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9M +$15.8M +230,512 +9,451%
CL
45
CPWM LLC
Washington
$14.7M +$79.9K +1,164 +0.5%
CNHF
46
Conrad N. Hilton Foundation
California
$14.4M +$3.01M +43,819 +24%
HighTower Advisors
47
HighTower Advisors
Illinois
$14.4M +$4.58M +66,657 +42%
LPL Financial
48
LPL Financial
California
$14.4M -$14.5M -210,816 -49%
CAW
49
Cornerstone Advisors (Washington)
Washington
$13.9M +$5.13M +74,783 +53%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$13.6M +$8.69M +126,621 +148%

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.