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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
HCM
26
Harvest Capital Management
New Hampshire
$19M +$18.6M +421,195 +1,305%
TF
27
TLWM Financial
Texas
$18.3M -$2.48M -56,204 -12%
Mariner
28
Mariner
Kansas
$18.1M -$74.5K -1,689 -0.4%
CG
29
Colony Group
Massachusetts
$16.9M +$17.8M +403,900 New
TWI
30
Thomas White International
Illinois
$15.9M +$16.7M +379,096 New
Brown Advisory
31
Brown Advisory
Maryland
$15.6M +$7.48M +169,613 +84%
Luther King Capital Management (LKCM)
32
Luther King Capital Management (LKCM)
Texas
$14.3M
ARG
33
Advisory Resource Group
Oklahoma
$13.4M +$14.1M +318,916 New
SF
34
Synovus Financial
Georgia
$13.2M +$6.57M +149,047 +89%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$12.4M -$21.8M -493,525 -62%
CB
36
Cadence Bank
Mississippi
$12M +$1.63M +36,872 +15%
HighTower Advisors
37
HighTower Advisors
Illinois
$11.8M +$4.87M +110,466 +65%
S
38
SignatureFD
Georgia
$11.8M +$12M +272,201 +3,465%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$11M -$12.8M -291,286 -53%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$11M +$8.67M +196,548 +296%
SWPG
41
Strategic Wealth Partners Group
Illinois
$11M +$4.34M +98,337 +60%
BIP
42
Brandes Investment Partners
California
$10.9M +$10.9M +247,449 +1,995%
JP Morgan Chase
43
JP Morgan Chase
New York
$10.8M -$4.63M -105,007 -29%
BA
44
Boston Advisors
Massachusetts
$10.7M +$9.06M +205,381 +407%
US Bancorp
45
US Bancorp
Minnesota
$10.6M +$2.18M +49,546 +25%
AI
46
Ariel Investments
Illinois
$10.3M +$589K +13,365 +6%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10M +$9.98M +226,331 +1,892%
FT
48
Fiduciary Trust
Massachusetts
$9.54M +$2.28M +51,663 +29%
CWM
49
Calamos Wealth Management
Illinois
$9.38M +$9.86M +223,548 New
Creative Planning
50
Creative Planning
Kansas
$9.21M -$278K -6,310 -3%

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.