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iShares MSCI ACWI ex US ETF

284 hedge funds and large institutions have $3.31B invested in iShares MSCI ACWI ex US ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 96 increasing their positions, 71 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 1426 (+12)

81% more capital invested

Capital invested by funds: $1.83B → $3.31B (+$1.48B)

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

35% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 71

11% more funds holding

Funds holding: 257284 (+27)

10.13% more ownership

Funds ownership: 60.12%70.25% (+10%)

Holders
284
Holders Change
+27
Holders Change %
+10.51%
% of All Funds
6.33%
Holding in Top 10
26
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+85.71%
% of All Funds
0.58%
New
72
Increased
96
Reduced
71
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
226
WCM Investment Management
California
$200K +$210K +4,770 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$177K +$71.3K +1,618 +62%
AWM
228
Arbor Wealth Management
Florida
$170K -$9.96K -226 -4%
LG
229
LaFleur & Godfrey
Michigan
$155K -$86K -1,950 -35%
Deutsche Bank
230
Deutsche Bank
Germany
$149K +$122K +2,760 +347%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$145K +$82.7K +1,876 +119%
FRA
232
Front Row Advisors
California
$139K +$141K +3,191 +2,474%
HI
233
Hudock Inc
Pennsylvania
$132K +$2.38K +54 +2%
EWM
234
Executive Wealth Management
Michigan
$131K +$138K +3,129 New
RWG
235
Regal Wealth Group
California
$125K +$1.15K +26 +0.9%
MA
236
MCF Advisors
Kentucky
$122K
Citigroup
237
Citigroup
New York
$118K -$157K -3,564 -56%
WC
238
Westwind Capital
New Mexico
$115K +$9.79K +222 +9%
CT
239
Clearstead Trust
Maine
$105K +$110K +2,500 New
Barclays
240
Barclays
United Kingdom
$97K -$191K -4,338 -65%
LDFR
241
Lehman & Derafelo Financial Resources
Pennsylvania
$92K +$97K +2,200 New
RWA
242
Ropes Wealth Advisors
Massachusetts
$84K
MOS
243
MGO One Seven
Ohio
$81K +$85.7K +1,944 New
LWA
244
Lowe Wealth Advisors
Maryland
$80K +$55.1K +1,250 +189%
QAM
245
QCI Asset Management
New York
$78K +$750 +17 +0.9%
GT
246
Glenmede Trust
Pennsylvania
$69.9K +$37.9M +859,552 +107%
CIR
247
Clear Investment Research
Georgia
$65K -$132 -3 -0.2%
SWP
248
Strategic Wealth Partners
Ohio
$63K +$29.7K +674 +89%
LFASL
249
Lugano Financial Advisors SA (LFA)
Switzerland
$55K
MFT
250
Moisand Fitzgerald Tamayo
Florida
$51K +$485 +11 +0.9%

ACWX Hedge Fund Activity: Q4 2018 in Review

284 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2018, worth a combined $3.31B — up 81% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ACWX positions and 42 closed out — a net gain of 30 holders — while 96 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $1.07B. The largest seller was Northern Trust, cutting an estimated $40.4M.

  • 284 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2018, up from 257 in Q3 2018.
  • Funds reported $3.31B of iShares MSCI ACWI ex US ETF stock for Q4 2018, up 81% quarter-over-quarter.
  • 72 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2018 and 42 closed out, a net change of +30 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2018 was Bank of America, an estimated $1.07B added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2018 was Northern Trust, an estimated $40.4M sold.

Based on aggregated 13F filings for Q4 2018.