We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

257 hedge funds and large institutions have $1.83B invested in iShares MSCI ACWI ex US ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

5% more funds holding

Funds holding: 244257 (+13)

0.88% more ownership

Funds ownership: 59.25%60.12% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$9.49M)

23% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 91

Holders
257
Holders Change
+13
Holders Change %
+5.33%
% of All Funds
5.88%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
28
Increased
70
Reduced
91
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
26
Luther King Capital Management (LKCM)
Texas
$20.4M -$20.8M -436,705 Closed
BFA
27
Beaumont Financial Advisors
Massachusetts
$17.8M -$94.5K -1,988 -0.5%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$17.6M +$13.2M +278,545 +311%
JP Morgan Chase
29
JP Morgan Chase
New York
$17.3M +$9.8M +206,224 +133%
CL
30
Cabana LLC
Arkansas
$16.7M +$1.58M +33,147 +10%
FIA
31
Foundations Investment Advisors
Arizona
$14.7M +$1.72M +36,162 +13%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$12.9M +$5.78M +121,528 +82%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$12.8M -$2.25M -47,228 -15%
Lazard Asset Management
34
Lazard Asset Management
New York
$12.8M +$1.77M +37,249 +16%
CB
35
Cadence Bank
Mississippi
$11.9M +$34.6K +728 +0.3%
AI
36
Ariel Investments
Illinois
$11M
Creative Planning
37
Creative Planning
Kansas
$10.8M -$57.6K -1,212 -0.5%
WT
38
Whittier Trust
California
$10.5M +$2.46M +51,722 +31%
Jane Street
39
Jane Street
New York
$10.3M -$25.6M -537,870 -71%
AllianceBernstein
40
AllianceBernstein
Tennessee
$10.2M +$10.2M +213,870 New
WTC
41
WhitTier Trust Company
Nevada
$9.95M +$4.74M +99,745 +92%
MSWM
42
Mader & Shannon Wealth Management
Missouri
$9.74M +$9.71M +204,245 New
US Bancorp
43
US Bancorp
Minnesota
$9.63M -$510K -10,728 -5%
Brown Advisory
44
Brown Advisory
Maryland
$9.62M -$3.52M -73,941 -27%
FM
45
Forward Management
California
$9.58M
SBL
46
Sargent Bickham Lagudis
Colorado
$9M -$4.44M -93,504 -33%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$8.89M -$1.77M -37,130 -17%
HW
48
Hancock Whitney
Mississippi
$8.68M -$1.44M -30,296 -14%
SLT
49
St Louis Trust
Missouri
$8.66M +$317K +6,666 +4%
Franklin Resources
50
Franklin Resources
California
$8.54M +$416K +8,750 +5%

ACWX Hedge Fund Activity: Q3 2018 in Review

257 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2018, worth a combined $1.83B — down 0.52% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ACWX positions and 14 closed out — a net gain of 14 holders — while 70 added to existing stakes and 91 trimmed.

The largest buyer was Northern Trust, adding an estimated $44.2M. The largest seller was Country Trust Bank, exiting entirely with an estimated $43.9M sold.

  • 257 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2018, up from 244 in Q2 2018.
  • Funds reported $1.83B of iShares MSCI ACWI ex US ETF stock for Q3 2018, down 0.52% quarter-over-quarter.
  • 28 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2018 and 14 closed out, a net change of +14 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2018 was Northern Trust, an estimated $44.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2018 was Country Trust Bank, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2018.