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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
WAG
176
Winthrop Advisory Group
Massachusetts
$1.93M +$2.06M +29,997 New
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$1.92M -$215K -3,135 -9%
BPC
178
Banque Pictet & Cie
Switzerland
$1.77M
BIAS
179
Beacon Investment Advisory Services
New Jersey
$1.77M +$1.9M +27,616 New
KPW
180
Kore Private Wealth
New York
$1.67M +$1.78M +25,997 New
LC
181
Lourd Capital
California
$1.64M +$1.75M +25,512 New
MIH
182
Meitav Investment House
Israel
$1.6M +$371K +5,410 +28%
Barclays
183
Barclays
United Kingdom
$1.59M +$719K +10,476 +73%
BHB
184
Bank Hapoalim BM
Israel
$1.57M -$137K -1,996 -8%
BP
185
BBR Partners
New York
$1.52M -$353K -5,141 -18%
HIIFS
186
Harel Insurance Investments & Financial Services
Israel
$1.51M -$7.62M -111,045 -83%
GPWA
187
Great Point Wealth Advisors
Massachusetts
$1.5M +$1.6M +23,308 New
BWM
188
BT Wealth Management
Georgia
$1.47M +$1.44M +21,006 New
Nomura Asset Management
189
Nomura Asset Management
Japan
$1.43M +$454K +6,605 +42%
LSAG
190
Lake Street Advisors Group
New Hampshire
$1.42M -$481 -7 -0%
AF
191
Advisornet Financial
Minnesota
$1.41M +$1.51M +22,026 New
AW
192
ACG Wealth
Georgia
$1.39M +$1.48M +21,626 New
MG
193
Mather Group
Illinois
$1.38M +$64.8K +944 +5%
AIM
194
Allen Investment Management
New York
$1.38M
HCMT
195
Highland Capital Management (Tennessee)
Tennessee
$1.35M -$53.2K -775 -4%
ANTB
196
AMG National Trust Bank
Colorado
$1.27M +$810K +11,798 +148%
H
197
HoyleCohen
California
$1.23M +$1.32M +19,217 New
JIC
198
Johnson Investment Counsel
Ohio
$1.2M +$1.29M +18,775 New
PP
199
PagnatoKarp Partners
Virginia
$1.2M +$1M +14,574 +356%
AI
200
Atria Investments
North Carolina
$1.19M -$166K -2,416 -12%

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.