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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
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$5K
AIL
277
AGF Investments LLC
Ontario, Canada
$4K
PA
278
Parallel Advisors
California
$2K
TWA
279
TCI Wealth Advisors
Arizona
$2K
CCM
280
Cribstone Capital Management
Maine
$1K
IFAM
281
Institutional & Family Asset Management
Colorado
$1K
PK
282
Pflug Koory
Nebraska
$1K
RFA
283
Reilly Financial Advisors
California
$1K
GI
284
GS Investments
Minnesota
$635
UB
285
UMB Bank
Missouri
$387 +$101K +2,300 +33%
BFA
286
Beaumont Financial Advisors
Massachusetts
-$17.8M -373,176 Closed
CL
287
Cabana LLC
Arkansas
-$16.7M -351,048 Closed
FIA
288
Foundations Investment Advisors
Arizona
-$14.7M -308,847 Closed
Susquehanna International Group
289
Susquehanna International Group
Pennsylvania
-$12.9M -270,617 Closed
Jane Street
290
Jane Street
New York
-$10.3M -215,477 Closed
AllianceBernstein
291
AllianceBernstein
Tennessee
-$10.2M -213,870 Closed
MSWM
292
Mader & Shannon Wealth Management
Missouri
-$9.74M -204,245 Closed
FM
293
Forward Management
California
-$9.58M -200,910 Closed
BFEC
294
Benjamin F. Edwards & Company
Missouri
-$8.89M -186,464 Closed
Citadel Advisors
295
Citadel Advisors
Florida
-$5.22M -109,550 Closed
CIM
296
Confluence Investment Management
Missouri
-$5.1M -107,002 Closed
QI
297
QS Investors
New York
-$4.15M -87,000 Closed
FTUS
298
Flow Traders U.S.
New York
-$2.63M -55,043 Closed
HA
299
Hays Advisory
Tennessee
-$1.86M -39,011 Closed
TSS
300
Two Sigma Securities
New York
-$1.18M -24,761 Closed

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.