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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
SLT
151
St Louis Trust
Missouri
$2.67M +$35.7K +520 +1%
BIP
152
Brandes Investment Partners
California
$2.58M +$2.76M +40,182 New
CLOS
153
Compagnie Lombard Odier SCmA
Switzerland
$2.5M -$906K -13,200 -25%
EDRH
154
Edmond de Rothschild Holding
Switzerland
$2.48M +$452K +6,588 +21%
SFA
155
Sequoia Financial Advisors
Ohio
$2.41M -$72.5K -1,056 -3%
FC
156
Financial Consulate
Maryland
$2.4M +$2.37M +34,501 +1,190%
PGAM
157
Princeton Global Asset Management
New Jersey
$2.33M +$2.49M +36,290 New
GC
158
Gratus Capital
Georgia
$2.32M +$2.48M +36,092 New
DIP
159
DT Investment Partners
Pennsylvania
$2.27M +$2.43M +35,400 New
GFP
160
Gryphon Financial Partners
Ohio
$2.21M +$485K +7,062 +26%
FMBTD
161
First Midwest Bank Trust Division
Illinois
$2.21M -$2.42M -35,248 -51%
QCM
162
Quest Capital Management
Texas
$2.14M +$2.29M +33,377 New
FIM
163
Frontier Investment Management
Texas
$2.14M +$511K +7,441 +29%
CGL
164
Clarius Group LLC
Washington
$2.13M +$22K +320 +1%
ZIG
165
Zurich Insurance Group
Switzerland
$2.13M -$578K -8,419 -20%
FNBOO
166
First National Bank of Omaha
Nebraska
$2.1M +$2.25M +32,700 New
Comerica Bank
167
Comerica Bank
Texas
$2.04M -$219K -3,185 -10%
S
168
Surevest
California
$2.04M +$2.18M +31,733 New
GT
169
Greenleaf Trust
Michigan
$2.03M -$1.47M -21,465 -40%
IUHSA
170
Itau Unibanco Holding S.A.
Brazil
$2.02M -$1.68M -24,400 -43%
LF
171
Lee Financial
Texas
$1.99M +$129K +1,878 +6%
Chevy Chase Trust
172
Chevy Chase Trust
Maryland
$1.99M +$79.6K +1,160 +4%
OWA
173
One Wealth Advisors
California
$1.96M +$2.1M +30,534 +203,560%
S
174
SignatureFD
Georgia
$1.95M +$2.04M +29,734 +4,218%
AG
175
Advisor Group
Arizona
$1.94M +$920K +13,404 +80%

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.