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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
WRTC
76
Wind River Trust Company
Wyoming
$8.62M +$9.22M +134,291 New
PPA
77
Parametric Portfolio Associates
Washington
$8.38M +$416K +6,061 +5%
NI
78
NYL Investors
New York
$8.19M +$8.77M +127,700 New
LJAC
79
L.J. Altfest & Co
New York
$8.19M +$8.77M +127,671 New
GH
80
GAM Holding
Switzerland
$8.06M
Northern Trust
81
Northern Trust
Illinois
$7.98M +$7.73M +112,518 +947%
SEI Investments
82
SEI Investments
Pennsylvania
$7.84M +$1.83M +26,685 +32%
SBWM
83
Sunflower Bank Wealth Management
Arizona
$7.8M -$90.6K -1,320 -1%
FCH
84
Freestone Capital Holdings
Washington
$7.8M +$7.16M +104,223 +601%
SF
85
Synovus Financial
Georgia
$7.7M +$8.23M +119,920 New
IWA
86
Intercontinental Wealth Advisors
Texas
$7.67M +$8.2M +119,480 New
SBL
87
Sargent Bickham Lagudis
Colorado
$7.53M -$177K -2,585 -2%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$7.27M +$5.49M +79,918 +239%
FCA
89
FinTrust Capital Advisors
South Carolina
$7.14M +$7.64M +111,315 New
AP
90
Arlington Partners
Alabama
$7.1M +$5.63M +82,021 +287%
TCM
91
TD Capital Management
Tennessee
$7M +$34.5K +503 +0.5%
TA
92
Tiedemann Advisors
New York
$6.94M -$18.1M -264,214 -71%
OMC
93
Old Mission Capital
Illinois
$6.44M +$6.9M +100,422 New
NC
94
Noked Capital
Israel
$6.22M +$6.66M +97,000 New
NI
95
Noked Israel
Israel
$6.22M +$6.66M +97,000 New
Franklin Resources
96
Franklin Resources
California
$6.1M -$143K -2,082 -2%
CAM
97
Crestone Asset Management
Colorado
$6.07M +$3.54M +51,570 +120%
Fisher Asset Management
98
Fisher Asset Management
Washington
$6.07M +$816K +11,886 +14%
DCM
99
Dupont Capital Management
Delaware
$5.81M +$3.07M +44,716 +98%
PAG
100
Private Advisor Group
New Jersey
$5.77M +$576K +8,383 +10%

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.