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iShares MSCI ACWI ex US ETF

314 hedge funds and large institutions have $2.45B invested in iShares MSCI ACWI ex US ETF in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 16

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

20% more capital invested

Capital invested by funds: $2.05B → $2.45B (+$404M)

12% more funds holding

Funds holding: 280314 (+34)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4.18% more ownership

Funds ownership: 53.24%57.42% (+4.2%)

Holders
314
Holders Change
+34
Holders Change %
+12.14%
% of All Funds
6.19%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.41%
New
56
Increased
112
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WR
251
Watson Rebecca
$234K +$227K +4,760 New
IC
252
IEQ Capital
California
$232K +$226K +4,729 New
QA
253
Quantitative Advantage
Minnesota
$231K +$225K +4,711 New
FA
254
Financial Advisors
Massachusetts
$228K -$18K -378 -8%
BFC
255
Bedel Financial Consulting
Indiana
$228K
BPA
256
Beacon Pointe Advisors
California
$226K
WANY
257
Wealthspire Advisors (New York)
New York
$226K
CST
258
Charles Schwab Trust
Nevada
$222K
SCM
259
SOL Capital Management
Maryland
$221K
PIM
260
Parker Investment Management
California
$218K
FAIM
261
Financial Advocates Investment Management
Washington
$218K +$211K +4,432 New
MCM
262
Murphy Capital Management
New Jersey
$216K -$2.38K -50 -1%
IA
263
IFP Advisors
Florida
$200K -$3.91K -82 -2%
MWP
264
MYCIO Wealth Partners
Pennsylvania
$195K +$189K +3,960 New
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$172K +$13.2K +276 +9%
PA
266
Procyon Advisors
Connecticut
$170K +$165K +3,465 New
BAM
267
Belpointe Asset Management
Nevada
$167K +$19.1K +400 +13%
WC
268
Westwind Capital
New Mexico
$162K +$27.1K +568 +21%
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$155K -$10.4K -218 -6%
RWG
270
Regal Wealth Group
California
$151K +$2.34K +49 +2%
MA
271
MCF Advisors
Kentucky
$143K
CG
272
Cutler Group
California
$112K +$110K +2,300 New
LDFR
273
Lehman & Derafelo Financial Resources
Pennsylvania
$108K
TF
274
TimeScale Financial
Massachusetts
$104K
HI
275
Hudock Inc
Pennsylvania
$102K -$1.14K -24 -1%

ACWX Hedge Fund Activity: Q4 2019 in Review

314 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2019, worth a combined $2.45B — up 20% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new ACWX positions and 16 closed out — a net gain of 40 holders — while 112 added to existing stakes and 89 trimmed.

The largest buyer was Bank of America, adding an estimated $86.2M. The largest seller was Horizon Investments, exiting entirely with an estimated $142M sold.

  • 314 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2019, up from 280 in Q3 2019.
  • Funds reported $2.45B of iShares MSCI ACWI ex US ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 56 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2019 and 16 closed out, a net change of +40 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2019 was Bank of America, an estimated $86.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2019 was Horizon Investments, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2019.