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iShares MSCI ACWI ETF

388 hedge funds and large institutions have $3.57B invested in iShares MSCI ACWI ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 147 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

4% less call options, than puts

Call options by funds: $24.3M | Put options by funds: $25.4M

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

2% less funds holding

Funds holding: 397388 (-9)

10.71% less ownership

Funds ownership: 45.39%34.68% (-11%)

13% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 147

26% less capital invested

Capital invested by funds: $4.86B → $3.57B (-$1.28B)

Holders
388
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.4%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.93%
New
57
Increased
128
Reduced
147
Closed
62
Calls
$24.3M
Puts
$25.4M
Net Calls
-$1.1M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
201
Renaissance Technologies
New York
$938K +$904K +13,002 New
SFC
202
SYM Financial Corp
Indiana
$919K -$316K -4,539 -26%
MGIA
203
Moneta Group Investment Advisors
Missouri
$910K -$114K -1,633 -11%
VWA
204
VERITY Wealth Advisors
United States
$907K -$19.1K -275 -2%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$898K -$18.4M -265,152 -96%
TFS
206
TrustCore Financial Services
Tennessee
$891K +$859K +12,355 New
PWLP
207
Prio Wealth Limited Partnership
Massachusetts
$881K
SC
208
Scotia Capital
Ontario, Canada
$873K -$2.13M -30,614 -72%
Schroder Investment Management Group
209
Schroder Investment Management Group
United Kingdom
$858K
BSW
210
Buckingham Strategic Wealth
Missouri
$853K -$270K -3,884 -25%
PWAP
211
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$830K -$5.21K -75 -0.6%
AL
212
Aspiriant LLC
California
$826K +$134K +1,923 +20%
HT
213
HighTower Trust
Texas
$813K -$8.41K -121 -1%
CG
214
Cutler Group
California
$808K +$765K +11,000 +5,500%
CIA
215
Capital Investment Advisors
Georgia
$798K -$67.1K -965 -8%
SG
216
Strid Group
Pennsylvania
$787K +$51.6K +742 +7%
NCM
217
New Capital Management
Texas
$761K +$9.18K +132 +1%
SAM
218
Sequent Asset Management
Texas
$757K
CPO
219
Cerity Partners OCIO
New York
$756K +$48.9K +704 +7%
Natixis Advisors
220
Natixis Advisors
Massachusetts
$753K -$7.15M -102,885 -91%
STA
221
Summit Trail Advisors
New York
$741K +$714K +10,274 New
WT
222
Whittier Trust
California
$739K
JFG
223
JMG Financial Group
Illinois
$710K
CIBC World Market
224
CIBC World Market
Ontario, Canada
$704K +$3.48K +50 +0.5%
NAM
225
North American Management
Massachusetts
$701K -$466K -6,704 -41%

ACWI Hedge Fund Activity: Q1 2019 in Review

388 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q1 2019, worth a combined $3.57B — down 26% from $4.86B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of ACWI and 57 opened new positions — a net loss of 5 holders — while 147 trimmed existing stakes and 128 added.

The largest buyer was AllianceBernstein, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $399M.

  • 388 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q1 2019, down from 397 in Q4 2018.
  • Funds reported $3.57B of iShares MSCI ACWI ETF stock for Q1 2019, down 26% quarter-over-quarter.
  • 57 funds opened new iShares MSCI ACWI ETF positions in Q1 2019 and 62 closed out, a net change of -5 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q1 2019 was AllianceBernstein, an estimated $106M added.
  • The largest iShares MSCI ACWI ETF seller in Q1 2019 was Bank of America, an estimated $399M sold.

Based on aggregated 13F filings for Q1 2019.