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iShares MSCI ACWI ex US ETF
ACWX

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: 14 → 26 (+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: 257 → 284 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.07B
2
SCCM
Schafer Cullen Capital Management
New York
+$92.5M
3
UBS Group
UBS Group
Switzerland
+$86.3M
4
Morgan Stanley
Morgan Stanley
New York
+$78.4M
5
Wells Fargo
Wells Fargo
California
+$75.3M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$40.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$21.8M
3
Stifel Financial
Stifel Financial
Missouri
-$18M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$17.8M
5
CL
Cabana LLC
Arkansas
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
301
Old Mission Capital
Illinois
– -$971K -20,371 Closed
LI
302
Longer Investments
Arkansas
– -$672K -14,090 Closed
SCA
303
Strategic Capital Advisers
Colorado
– -$632K -13,246 Closed
HT
304
HighTower Trust
Texas
– -$590K -12,374 Closed
BNP Paribas Financial Markets
305
BNP Paribas Financial Markets
France
– -$585K -12,276 Closed
CA
306
Cetera Advisors
Colorado
– -$550K -11,550 Closed
VF
307
Virtu Financial
New York
– -$517K -10,844 Closed
BRF
308
B. Riley Financial
California
– -$458K -9,614 Closed
CNC
309
Citizens & Northern Corp
Pennsylvania
– -$443K -9,295 Closed
Millennium Management
310
Millennium Management
New York
– -$434K -9,097 Closed
Nomura Holdings
311
Nomura Holdings
Japan
– -$430K -9,021 Closed
PFPT
312
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$388K -8,133 Closed
MCM
313
Murphy Capital Management
New Jersey
– -$335K -7,035 Closed
SCM
314
SOL Capital Management
Maryland
– -$262K -5,500 Closed
CIC
315
Carnegie Investment Counsel
Ohio
– -$209K -4,680 Closed
CG
316
Caprock Group
Idaho
– -$206K -4,323 Closed
WJA
317
Williams Jones & Associates
New York
– -$200K -4,200 Closed
SGAM
318
Smith Group Asset Management
Texas
– -$116K -2,440 Closed
BA
319
Ballew Advisors
Mississippi
– -$69K -1,600 Closed
RCAG
320
Rehmann Capital Advisory Group
Michigan
– -$60.4K -1,266 Closed
TFS
321
TrustCore Financial Services
Tennessee
– -$57K -1,200 Closed
WA
322
WP Advisors
California
– -$25K -520 Closed
TRCT
323
Tower Research Capital (TRC)
New York
– -$21K -442 Closed
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
– -$15K -308 Closed
CFD
325
Creative Financial Designs
Indiana
– -$10K -200 Closed
10 11 12
13
14

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.