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iShares MSCI ACWI ex US ETF
ACWX

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: 244 → 257 (+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: 14 → 14 (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
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$44.2M
2
GT
Glenmede Trust
Pennsylvania
+$38.3M
3
Bank of America
Bank of America
North Carolina
+$14.1M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$13.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$10.2M

Top Sellers

1
CTB
Country Trust Bank
Illinois
-$43.9M
2
Jane Street
Jane Street
New York
-$25.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$23.2M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$20.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
76
Johnson Investment Counsel
Ohio
$3.82M – – –
AGA
77
Accuvest Global Advisors
Utah
$3.42M +$15.2K +320 +0.4%
IFA
78
Interactive Financial Advisors
Illinois
$3.33M -$561K -11,811 -14%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$3.27M -$15.3M -321,185 -82%
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$3.21M +$556K +11,695 +21%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$3.16M +$272K +5,723 +9%
DCM
82
Dearborn Capital Management
Illinois
$2.94M -$282K -5,928 -9%
RBC
83
Roble Belko & Company
Pennsylvania
$2.93M – – –
CIBC World Market
84
CIBC World Market
Ontario, Canada
$2.86M -$13.4K -281 -0.5%
LPT
85
Legacy Private Trust
Wisconsin
$2.78M -$45K -946 -2%
FA
86
Fiducient Advisors
Illinois
$2.69M -$258K -5,421 -9%
FTUS
87
Flow Traders U.S.
New York
$2.63M -$12.4M -260,913 -83%
SSWM
88
Sheets Smith Wealth Management
North Carolina
$2.58M +$9.37K +197 +0.4%
AIP
89
ARS Investment Partners
New York
$2.57M +$611K +12,843 +31%
CL
90
CIM LLC
New York
$2.55M +$3.56K +75 +0.1%
Prudential Financial
91
Prudential Financial
New Jersey
$2.49M +$1.97M +41,512 +384%
BA
92
Boston Advisors
Massachusetts
$2.41M -$69.9K -1,470 -3%
CWM
93
Cahaba Wealth Management
Georgia
$2.08M +$406K +8,539 +24%
BAAM
94
Baker Avenue Asset Management
California
$2.06M -$401K -8,434 -16%
FHA
95
First Horizon Advisors
Tennessee
$1.99M – – –
Ameriprise
96
Ameriprise
Minnesota
$1.9M +$186K +3,909 +11%
ASN
97
Advisory Services Network
Georgia
$1.88M -$273K -5,735 -13%
HA
98
Hays Advisory
Tennessee
$1.86M +$306K +6,429 +20%
HAFS
99
Hapanowicz & Associates Financial Services
Pennsylvania
$1.79M -$33.4K -702 -2%
SCCM
100
Schafer Cullen Capital Management
New York
$1.78M +$627K +13,189 +55%
2 3
4
5 6

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.