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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
Jennison Associates
201
Jennison Associates
New York
$1.16M +$1.25M +18,138 New
CC
202
Chanos & Company
New York
$1.16M +$1.24M +18,000 New
HTC
203
Haverford Trust Company
Pennsylvania
$1.12M -$233K -3,400 -16%
FT
204
Fiduciary Trust
Massachusetts
$1.11M
SFC
205
SYM Financial Corp
Indiana
$1.11M +$405K +5,893 +52%
DWA
206
Dorsey Wright & Associates
California
$1.09M +$1.17M +17,060 New
CPP
207
Crow Point Partners
Massachusetts
$1.08M +$700K +10,200 +150%
NAM
208
North American Management
Massachusetts
$1.05M +$292K +4,246 +35%
TCM
209
Twele Capital Management
Minnesota
$1.01M +$1.08M +15,800 New
BSW
210
Buckingham Strategic Wealth
Missouri
$1.01M +$699K +10,182 +184%
CFG
211
CKW Financial Group
Hawaii
$979K +$135K +1,959 +15%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$976K +$38K +553 +4%
Jane Street
213
Jane Street
New York
$923K +$988K +14,383 New
ACP
214
Aveo Capital Partners
Colorado
$920K +$65.1K +948 +7%
AA
215
Advisory Alpha
Michigan
$914K +$92.1K +1,341 +11%
MGIA
216
Moneta Group Investment Advisors
Missouri
$914K +$978K +14,246 New
QA
217
Quantitative Advantage
Minnesota
$897K +$960K +13,985 New
CCT
218
Country Club Trust
Missouri
$882K +$944K +13,755 New
CAN
219
Cetera Advisor Networks
California
$866K +$926K +13,482 New
IFAM
220
Institutional & Family Asset Management
Colorado
$861K
SFG
221
StrategIQ Financial Group
Indiana
$851K +$910K +13,260 New
VWA
222
VERITY Wealth Advisors
United States
$825K +$882K +12,851 New
GRP
223
Global Retirement Partners
California
$808K +$804K +11,716 +1,336%
HF
224
HRT Financial
New York
$803K -$988K -14,383 -53%
GCMG
225
Gyroscope Capital Management Group
Florida
$799K +$535K +7,786 +167%

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.