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iShares MSCI ACWI ex US ETF

314 hedge funds and large institutions have $2.45B invested in iShares MSCI ACWI ex US ETF in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 16

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

20% more capital invested

Capital invested by funds: $2.05B → $2.45B (+$404M)

12% more funds holding

Funds holding: 280314 (+34)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4.18% more ownership

Funds ownership: 53.24%57.42% (+4.2%)

Holders
314
Holders Change
+34
Holders Change %
+12.14%
% of All Funds
6.19%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.41%
New
56
Increased
112
Reduced
89
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$5.71M
S
77
SignatureFD
Georgia
$5.58M -$225K -4,723 -4%
Bessemer Group
78
Bessemer Group
New Jersey
$5.41M -$14.3K -300 -0.3%
SBL
79
Sargent Bickham Lagudis
Colorado
$5.31M -$1.04M -21,707 -17%
KPW
80
Kore Private Wealth
New York
$5.22M +$441K +9,258 +10%
CF
81
Corrigan Financial
Rhode Island
$4.75M -$296K -6,217 -6%
Ameriprise
82
Ameriprise
Minnesota
$4.67M -$173K -3,634 -4%
PAG
83
Private Advisor Group
New Jersey
$4.64M +$1.17M +24,506 +35%
VWA
84
VERITY Wealth Advisors
United States
$4.54M -$1K -21 -0%
LNWWM
85
Laird Norton Wetherby Wealth Management
California
$4.42M -$58.5K -1,227 -1%
ARG
86
Advisory Resource Group
Oklahoma
$4.4M -$5.67M -118,942 -57%
Fiera Capital (Canada)
87
Fiera Capital (Canada)
Quebec, Canada
$4.32M -$3.61M -75,700 -46%
SIM
88
SSI Investment Management
California
$4.23M +$4.11M +86,165 New
SSWM
89
Sheets Smith Wealth Management
North Carolina
$4.2M +$1.36M +28,532 +50%
LPL Financial
90
LPL Financial
California
$4.05M +$987K +20,706 +34%
NAM
91
NTV Asset Management
West Virginia
$4.01M +$138K +2,900 +4%
TAM
92
Todd Asset Management
Kentucky
$3.71M +$2.01M +42,066 +125%
WB
93
WesBanco Bank
West Virginia
$3.6M -$3.58K -75 -0.1%
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$3.52M -$198K -4,160 -5%
FWCM
95
Ferguson Wellman Capital Management
Oregon
$3.42M +$114K +2,384 +4%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$3.41M -$15.6K -327 -0.5%
IAA
97
Ironsides Asset Advisors
North Carolina
$3.38M +$1.1M +23,150 +51%
KIM
98
Karpus Investment Management
New York
$3.22M -$149K -3,125 -5%
GLLW
99
Graves Light Lenhart Wealth
Virginia
$3.04M +$858 +18 +0%
GI
100
Glovista Investments
New Jersey
$2.96M +$2.53M +53,065 +747%

ACWX Hedge Fund Activity: Q4 2019 in Review

314 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2019, worth a combined $2.45B — up 20% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new ACWX positions and 16 closed out — a net gain of 40 holders — while 112 added to existing stakes and 89 trimmed.

The largest buyer was Bank of America, adding an estimated $86.2M. The largest seller was Horizon Investments, exiting entirely with an estimated $142M sold.

  • 314 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2019, up from 280 in Q3 2019.
  • Funds reported $2.45B of iShares MSCI ACWI ex US ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 56 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2019 and 16 closed out, a net change of +40 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2019 was Bank of America, an estimated $86.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2019 was Horizon Investments, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2019.