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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.07B |
| 2 |
SCCM
Schafer Cullen Capital Management
New York
|
+$92.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$86.3M |
| 4 |
Morgan Stanley
New York
|
+$78.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$75.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$40.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$21.8M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$18M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$17.8M |
| 5 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$16.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPIG
326
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$7K | -168 | Closed |
|
|
PCM
327
Peak Capital Management
Greenwood Village,
Colorado
| – | -$1K | -13 | Closed |
|
328
Parallax Volatility Advisers
San Francisco,
California
| – | +$88 | +2 | +200% |
|
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.