We are live on ! Find out more
ACWX icon

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
MML Investors Services
76
MML Investors Services
Massachusetts
$4.69M +$3.98M +90,371 +424%
CF
77
Corrigan Financial
Rhode Island
$4.5M -$14.4K -326 -0.3%
JIC
78
Johnson Investment Counsel
Ohio
$4.26M +$939K +21,290 +27%
HGI
79
Hansberger Growth Investors
Wisconsin
$4.18M +$4.39M +99,656 New
GAG
80
GM Advisory Group
New York
$4.15M -$388K -8,790 -8%
LPL Financial
81
LPL Financial
California
$3.96M +$2.95M +67,004 +244%
WB
82
WesBanco Bank
West Virginia
$3.69M -$69.9K -1,586 -2%
KPW
83
Kore Private Wealth
New York
$3.64M +$3.82M +86,739 New
KIM
84
Karpus Investment Management
New York
$3.6M +$30.6K +693 +0.8%
EWF
85
Epstein & White Financial
California
$3.46M +$3.63M +82,312 New
NAM
86
NTV Asset Management
West Virginia
$3.42M -$88.2K -2,000 -2%
VWA
87
VERITY Wealth Advisors
United States
$3.32M +$3.49M +79,202 New
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$3.27M
Ameriprise
89
Ameriprise
Minnesota
$3.21M +$1.62M +36,850 +93%
SCA
90
Stonebridge Capital Advisors
Minnesota
$3.2M -$175K -3,960 -5%
FWCM
91
Ferguson Wellman Capital Management
Oregon
$3.17M -$449K -10,174 -12%
Prudential Financial
92
Prudential Financial
New Jersey
$3.1M +$954K +21,647 +41%
AI
93
Atria Investments
North Carolina
$3.07M +$2.01M +45,658 +166%
AGA
94
Accuvest Global Advisors
Utah
$3.01M +$2.87K +65 +0.1%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$2.98M +$2.03M +46,034 +185%
HAFS
96
Hapanowicz & Associates Financial Services
Pennsylvania
$2.71M +$1.19M +26,987 +72%
FMBTD
97
First Midwest Bank Trust Division
Illinois
$2.7M -$2.37M -53,777 -46%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$2.7M +$2.8M +63,430 +7,919%
HSA
99
HBK Sorce Advisory
Pennsylvania
$2.64M +$2.18M +49,439 +366%
CC
100
Claybrook Capital
Massachusetts
$2.63M +$2.76M +62,636 New

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.