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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
WPA
126
West Paces Advisors
Georgia
$3.7M
AM
127
Atwater Malick
Pennsylvania
$3.62M +$3.87M +56,364 New
VOYA Investment Management
128
VOYA Investment Management
Georgia
$3.49M +$2.09M +30,387 +127%
BL
129
Balentine LLC
Georgia
$3.49M +$551K +8,021 +17%
MWP
130
MYCIO Wealth Partners
Pennsylvania
$3.44M +$3.68M +53,571 New
FWP
131
FAS Wealth Partners
Kansas
$3.41M +$1.1M +16,044 +43%
Stifel Financial
132
Stifel Financial
Missouri
$3.4M +$2.81M +40,962 +338%
PWAG
133
Polaris Wealth Advisory Group
California
$3.39M -$113K -1,641 -3%
Citigroup
134
Citigroup
New York
$3.32M -$39.2M -571,054 -92%
RIS
135
Retirement Income Solutions
Michigan
$3.28M +$876K +12,753 +33%
PI
136
PineBridge Investments
New York
$3.21M +$2.34M +34,017 +213%
RA
137
RFG Advisory
Alabama
$3.19M +$3.41M +49,665 New
FF
138
Fluent Financial
Texas
$3.17M +$3.39M +49,430 New
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$3.13M -$957K -13,945 -22%
PFM
140
Peak Financial Management
Massachusetts
$3.1M +$1.03M +14,953 +45%
MFW
141
Meristem Family Wealth
Minnesota
$3.09M +$2.93M +42,607 +767%
JWS
142
Juncture Wealth Strategies
Arizona
$3.08M -$521K -7,589 -14%
Mariner
143
Mariner
Kansas
$3.02M +$2.67M +38,869 +478%
BJL
144
Brighton Jones LLC
Washington
$2.92M +$828K +12,052 +36%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$2.84M +$1.07M +15,616 +55%
DG
146
Delek Group
Israel
$2.81M -$379K -5,522 -12%
William Blair & Company
147
William Blair & Company
Illinois
$2.79M +$1.57M +22,859 +110%
PWM
148
Perigon Wealth Management
California
$2.74M
SC
149
Scotia Capital
Ontario, Canada
$2.74M +$2.13M +30,990 +264%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$2.68M +$1.2M +17,418 +72%

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.