We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

388 hedge funds and large institutions have $3.57B invested in iShares MSCI ACWI ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 147 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

4% less call options, than puts

Call options by funds: $24.3M | Put options by funds: $25.4M

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

2% less funds holding

Funds holding: 397388 (-9)

10.71% less ownership

Funds ownership: 45.39%34.68% (-11%)

13% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 147

26% less capital invested

Capital invested by funds: $4.86B → $3.57B (-$1.28B)

Holders
388
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.4%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.93%
New
57
Increased
128
Reduced
147
Closed
62
Calls
$24.3M
Puts
$25.4M
Net Calls
-$1.1M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$13.4M +$150K +2,163 +1%
YCM
52
Yost Capital Management
Texas
$12.4M +$12M +171,900 New
WA
53
Waddell & Associates
Tennessee
$12.1M -$168K -2,416 -1%
HighTower Advisors
54
HighTower Advisors
Illinois
$12M -$4.07M -58,581 -26%
CAW
55
Cornerstone Advisors (Washington)
Washington
$11.9M -$3.63M -52,264 -24%
US Bancorp
56
US Bancorp
Minnesota
$11.8M -$316K -4,541 -3%
ECG
57
Edge Capital Group
Georgia
$11M -$189K -2,722 -2%
PBT
58
Pictet Bank & Trust
Bahamas
$10.5M +$10.1M +145,800 New
FI
59
FormulaFolio Investments
Michigan
$10.2M +$1.02M +14,710 +12%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$9.92M +$890K +12,801 +10%
WRTC
61
Wind River Trust Company
Wyoming
$9.69M
Bank of New York Mellon
62
Bank of New York Mellon
New York
$9.35M -$346K -4,974 -4%
LJAC
63
L.J. Altfest & Co
New York
$9.25M +$38.5K +554 +0.4%
IWA
64
Intercontinental Wealth Advisors
Texas
$8.97M +$334K +4,798 +4%
Franklin Resources
65
Franklin Resources
California
$8.81M +$1.92M +27,622 +29%
BHB
66
Bank Hapoalim BM
Israel
$8.68M +$6.67M +95,920 +393%
Barclays
67
Barclays
United Kingdom
$8.59M +$6.55M +94,255 +380%
SBL
68
Sargent Bickham Lagudis
Colorado
$8.56M +$91.1K +1,311 +1%
SBWM
69
Sunflower Bank Wealth Management
Arizona
$8.48M -$283K -4,070 -3%
JRP
70
Jasper Ridge Partners
California
$8.39M +$7.67M +110,356 +1,859%
NI
71
NYL Investors
New York
$8.2M -$973K -14,000 -11%
MIH
72
Meitav Investment House
Israel
$8.16M +$6.12M +88,062 +353%
TCM
73
TD Capital Management
Tennessee
$7.79M -$82.7K -1,190 -1%
TA
74
Tiedemann Advisors
New York
$7.67M -$135K -1,935 -2%
GC
75
Gratus Capital
Georgia
$7.61M +$4.82M +69,359 +192%

ACWI Hedge Fund Activity: Q1 2019 in Review

388 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q1 2019, worth a combined $3.57B — down 26% from $4.86B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of ACWI and 57 opened new positions — a net loss of 5 holders — while 147 trimmed existing stakes and 128 added.

The largest buyer was AllianceBernstein, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $399M.

  • 388 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q1 2019, down from 397 in Q4 2018.
  • Funds reported $3.57B of iShares MSCI ACWI ETF stock for Q1 2019, down 26% quarter-over-quarter.
  • 57 funds opened new iShares MSCI ACWI ETF positions in Q1 2019 and 62 closed out, a net change of -5 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q1 2019 was AllianceBernstein, an estimated $106M added.
  • The largest iShares MSCI ACWI ETF seller in Q1 2019 was Bank of America, an estimated $399M sold.

Based on aggregated 13F filings for Q1 2019.