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iShares MSCI ACWI ex US ETF
ACWX

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: 280 → 314 (+34)

11% more funds holding in top 10

Funds holding in top 10: 19 → 21 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$86.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44M
3
FTUS
Flow Traders U.S.
New York
+$40.6M
4
Morgan Stanley
Morgan Stanley
New York
+$37.1M
5
BlackRock
BlackRock
New York
+$34.1M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$142M
2
PI
PFS Investments
Georgia
-$44.6M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$36.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
276
QCI Asset Management
New York
$95K +$1.33K +28 +1%
LWA
277
Lowe Wealth Advisors
Maryland
$94K – – –
TFS
278
TrustCore Financial Services
Tennessee
$88K – – –
CHAM
279
Clear Harbor Asset Management
Connecticut
$85.5K +$83K +1,741 New
Citigroup
280
Citigroup
New York
$73K +$48 +1 +0.1%
MFT
281
Moisand Fitzgerald Tamayo
Florida
$62K +$954 +20 +2%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$57K +$21K +440 +61%
LFASL
283
Lugano Financial Advisors SA (LFA)
Switzerland
$56K +$54.7K +1,148 New
AP
284
Arlington Partners
Alabama
$48K – – –
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
PCG
286
Private Capital Group
Connecticut
$36K +$572 +12 +2%
APA
287
American Portfolios Advisors
New York
$35.8K -$45.9K -962 -57%
TI
288
tru Independence
Oregon
$30K +$37.9K +795 New
TRSOTSOK
289
Teachers Retirement System of the State of Kentucky
Kentucky
$28K – – –
ACA
290
Atlas Capital Advisors
Wyoming
$25.3K +$238 +5 +1%
AF
291
Advisornet Financial
Minnesota
$25K -$5.96K -125 -20%
PA
292
Parallel Advisors
California
$22K +$48 +1 +0.2%
CAL
293
Capital Advisors Ltd
Ohio
$21K – – –
HIM
294
HawsGoodwin Investment Management
Tennessee
$21K +$20.5K +430 New
AA
295
Advisory Alpha
Michigan
$17K +$9.35K +196 +135%
CIR
296
Clear Investment Research
Georgia
$15K -$381 -8 -3%
CWM
297
Cranbrook Wealth Management
Michigan
$13K +$12.4K +261 New
MA
298
MUFG Americas
New York
$13K +$12.8K +268 New
SIAP
299
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K – – –
HIA
300
Harbor Investment Advisory
Maryland
$11K +$10.4K +219 New
10 11
12
13 14

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.