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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
V
101
Veritable
Delaware
$5.64M +$5.04M +73,350 +502%
CI
102
Cambiar Investors
Colorado
$5.49M +$5.57M +81,166 +1,838%
DT
103
Diversified Trust
Tennessee
$5.41M +$1.33M +19,399 +30%
Fiera Capital (Canada)
104
Fiera Capital (Canada)
Quebec, Canada
$5.34M +$644K +9,377 +13%
CWM
105
Cahaba Wealth Management
Georgia
$5.28M +$5.04M +73,332 +813%
B
106
Barings
North Carolina
$5.24M -$11.3M -164,985 -67%
DWT
107
Dorsey & Whitney Trust
South Dakota
$5.23M
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$5.03M +$5.38M +78,394 New
TC
109
Telemus Capital
Michigan
$4.88M +$1.42M +20,693 +37%
CCP
110
Corient Capital Partners
California
$4.87M -$2.35M -34,247 -31%
IL
111
Investure LLC
Virginia
$4.86M +$5.2M +75,686 New
B
112
Brightworth
Georgia
$4.46M +$3.89M +56,601 +438%
FTUS
113
Flow Traders U.S.
New York
$4.42M +$3.68M +53,607 +350%
QCG
114
Quadrant Capital Group
Ohio
$4.41M +$72.1K +1,050 +2%
AIA
115
Angeles Investment Advisors
California
$4.34M +$4.64M +67,595 New
Prudential Financial
116
Prudential Financial
New Jersey
$4.33M +$3.55M +51,707 +324%
DCM
117
Disciplina Capital Management
Tennessee
$4.33M +$4.63M +67,396 New
RJT
118
Raymond James Trust
Florida
$4.25M +$4.55M +66,263 New
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$4.02M +$1.53M +22,268 +55%
SFG
120
SNS Financial Group
Minnesota
$3.95M +$4.23M +61,620 New
WDL
121
Well Done LLC
Michigan
$3.94M -$156K -2,276 -4%
CC
122
Claybrook Capital
Massachusetts
$3.94M +$4.22M +61,424 New
M&T Bank
123
M&T Bank
New York
$3.94M +$3.86M +56,207 +1,080%
CS
124
Credit Suisse
Switzerland
$3.92M +$680K +9,908 +19%
CA
125
Cambridge Associates
Massachusetts
$3.84M +$2.15M +31,294 +110%

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.