We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF
ACWX

280 hedge funds and large institutions have $2.05B invested in iShares MSCI ACWI ex US ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 280 → 280 (0)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

12.44% less ownership

Funds ownership: 65.68% → 53.24% (-12%)

14% less capital invested

Capital invested by funds: $2.39B → $2.05B (-$344M)

43% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 115

Holders
280
Holders Change
–
Holders Change %
0%
% of All Funds
6.14%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
24
Increased
66
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$141M
2
PI
PFS Investments
Georgia
+$44.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.6M
4
TIM
Thornburg Investment Management
New Mexico
+$7.54M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$6.78M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
-$339M
2
Jane Street
Jane Street
New York
-$48.6M
3
FTUS
Flow Traders U.S.
New York
-$38.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.8M
5
Morgan Stanley
Morgan Stanley
New York
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
GWA
252
Guidant Wealth Advisors
Illinois
$47K – – –
AP
253
Arlington Partners
Alabama
$45K – – –
PCG
254
Private Capital Group
Connecticut
$34K +$3.07K +67 +10%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$33K -$4.58K -100 -12%
AF
256
Advisornet Financial
Minnesota
$29K – – –
TRSOTSOK
257
Teachers Retirement System of the State of Kentucky
Kentucky
$26K – – –
ACA
258
Atlas Capital Advisors
Wyoming
$23.5K – – –
PA
259
Parallel Advisors
California
$21K -$23K -503 -53%
CAL
260
Capital Advisors Ltd
Ohio
$20K – – –
AA
261
AlphaMark Advisors
Kentucky
$19K – – –
CIR
262
Clear Investment Research
Georgia
$14K -$45.2K -988 -76%
SIAP
263
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K – – –
KFS
264
Kelly Financial Services
Massachusetts
$10.4K -$412 -9 -4%
PFGIA
265
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
BBPWM
266
Blue Bell Private Wealth Management
Pennsylvania
$9K – – –
GSWM
267
Golden State Wealth Management
California
$9K – – –
SIS
268
Sound Income Strategies
Florida
$9K – – –
MAM
269
Marquette Asset Management
Minnesota
$7K – – –
AA
270
Advisory Alpha
Michigan
$6.57K +$6.64K +145 New
FRA
271
Front Row Advisors
California
$6K – – –
SB
272
Strategic Blueprint
Georgia
$6K +$6.45K +141 New
AIP
273
Ameritas Investment Partners
Nebraska
$5K – – –
GEA
274
Glen Eagle Advisors
New Jersey
$4.61K +$4.58K +100 New
AIL
275
AGF Investments LLC
Ontario, Canada
$4K – – –
9 10
11
12 13

ACWX Hedge Fund Activity: Q3 2019 in Review

280 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2019, worth a combined $2.05B — down 14% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ACWX positions and 22 closed out — a net gain of 2 holders — while 66 added to existing stakes and 115 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $141M. The largest seller was Factory Mutual Insurance, exiting entirely with an estimated $339M sold.

  • 280 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.05B of iShares MSCI ACWI ex US ETF stock for Q3 2019, down 14% quarter-over-quarter.
  • 24 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2019 and 22 closed out, a net change of +2 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2019 was Horizon Investments, an estimated $141M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2019 was Factory Mutual Insurance, an estimated $339M sold.

Based on aggregated 13F filings for Q3 2019.