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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
HS
251
Horan Securities
United States
$48K +$49.2K +1,115 New
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$43K +$13.2K +300 +42%
LYV
253
Live Your Vision
Pennsylvania
$32K
PCG
254
Private Capital Group
Connecticut
$30K +$2.42K +55 +8%
GWM
255
Geneos Wealth Management
Colorado
$30K +$29.5K +670 +971%
MFW
256
Mosaic Family Wealth
Missouri
$28K
APSP
257
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K +$220 +5 +0.8%
AF
258
Advisornet Financial
Minnesota
$26K
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$24K
APA
260
American Portfolios Advisors
New York
$20.6K -$11.9K -270 -36%
ACA
261
Atlas Capital Advisors
Wyoming
$19.9K +$88 +2 +0.4%
CAW
262
Cornerstone Advisors (Washington)
Washington
$19K
HNB
263
Huntington National Bank
Ohio
$19K
AA
264
AlphaMark Advisors
Kentucky
$18K
CAL
265
Capital Advisors Ltd
Ohio
$18K
CA
266
Claro Advisors
Massachusetts
$18K +$16.6K +376 New
GRP
267
Global Retirement Partners
California
$11K +$11.9K +269 New
HMS
268
Hanseatic Management Services
New Mexico
$10K
SIAP
269
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
SIS
270
Sound Income Strategies
Florida
$9K
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$9K
BBPWM
272
Blue Bell Private Wealth Management
Pennsylvania
$8K
PG
273
Patten Group
Tennessee
$6K
AIP
274
Ameritas Investment Partners
Nebraska
$5K
SWM
275
SeaCrest Wealth Management
New York
$5K

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.