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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
V
51
Veritable
Delaware
$9.13M +$4.87M +110,449 +103%
Franklin Resources
52
Franklin Resources
California
$8.98M +$1.54M +34,919 +20%
ACM
53
Advisors Capital Management
New Jersey
$8.43M +$8.86M +200,910 New
TM
54
Thiel Macro
California
$8.39M +$8.82M +200,000 New
WT
55
Whittier Trust
California
$8.28M -$1.03M -23,296 -11%
HW
56
Hancock Whitney
Mississippi
$7.87M +$252K +5,723 +3%
SBL
57
Sargent Bickham Lagudis
Colorado
$7.83M -$94.1K -2,135 -1%
WTC
58
WhitTier Trust Company
Nevada
$7.72M -$1.08M -24,578 -12%
SLT
59
St Louis Trust
Missouri
$7.67M +$49K +1,112 +0.6%
Fiera Capital (Canada)
60
Fiera Capital (Canada)
Quebec, Canada
$7.6M -$3.84M -86,989 -32%
PWLP
61
Prio Wealth Limited Partnership
Massachusetts
$7.06M +$118K +2,668 +2%
B
62
Bailard
California
$6.94M -$108K -2,440 -1%
MC
63
Martin & Co
Tennessee
$6.77M -$47K -1,065 -0.7%
FCH
64
Freestone Capital Holdings
Washington
$6.58M +$6.49M +147,253 +1,529%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$6.28M +$65K +1,474 +1%
Stifel Financial
66
Stifel Financial
Missouri
$6.21M -$18M -408,266 -73%
TWM
67
Tolleson Wealth Management
Texas
$5.88M +$6.18M +140,071 New
ST
68
Sageworth Trust
Pennsylvania
$5.56M +$5.43M +123,260 +1,328%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$5.25M -$2.23M -50,547 -29%
AL
70
Aspiriant LLC
California
$5.01M -$6.22K -141 -0.1%
AFP
71
Ausdal Financial Partners
Iowa
$4.95M +$5.01M +113,537 +2,546%
PPA
72
Parametric Portfolio Associates
Washington
$4.92M +$4.91M +111,364 +1,896%
LNWWM
73
Laird Norton Wetherby Wealth Management
California
$4.88M +$1.11M +25,094 +28%
TAM
74
Todd Asset Management
Kentucky
$4.72M +$4.07M +92,398 +459%
Bessemer Group
75
Bessemer Group
New Jersey
$4.69M -$152K -3,455 -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.