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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
Morgan Stanley
1
Morgan Stanley
New York
$451M +$275M +4,005,450 +133%
Bank of America
2
Bank of America
North Carolina
$439M +$403M +5,872,979 +603%
Bessemer Group
3
Bessemer Group
New Jersey
$379M +$406M +5,906,242 +114,351%
UBS Group
4
UBS Group
Switzerland
$321M +$194M +2,832,314 +130%
Wells Fargo
5
Wells Fargo
California
$253M +$102M +1,481,418 +60%
Allianz Asset Management
6
Allianz Asset Management
Germany
$208M +$28.1M +409,883 +14%
Goldman Sachs
7
Goldman Sachs
New York
$178M +$172M +2,503,903 +929%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$161M +$1.63M +23,789 +1%
ST
9
Sageworth Trust
Pennsylvania
$147M +$35M +509,456 +28%
BlackRock
10
BlackRock
New York
$107M +$85.6M +1,246,231 +297%
IC
11
Iconiq Capital
California
$107M -$16.6M -241,152 -13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$97.9M +$47M +683,952 +81%
Parallax Volatility Advisers
13
Parallax Volatility Advisers
California
$95.8M +$102M +1,492,557 +149,255,700%
SP
14
Sarasin & Partners
United Kingdom
$84M -$75.6K -1,101 -0.1%
Ameriprise
15
Ameriprise
Minnesota
$82.2M +$9.89M +143,969 +13%
JP Morgan Chase
16
JP Morgan Chase
New York
$78.1M +$2.31M +33,661 +3%
EEP
17
Edgehill Endowment Partners
Connecticut
$63.1M +$67.5M +983,555 New
TTSTC
18
Texas Treasury Safekeeping Trust Company
Texas
$55.9M
S
19
Schroders
United Kingdom
$50.7M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$49.3M +$5.09M +74,149 +11%
HNB
21
Huntington National Bank
Ohio
$45.5M
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$41.8M
DCM
23
Dimension Capital Management
Florida
$40.3M +$12.5M +181,545 +41%
BWL
24
Bogart Wealth LLC
Virginia
$34.7M +$17M +248,302 +85%
PP
25
Prudential plc
United Kingdom
$29M +$7.39M +107,698 +31%

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.