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
WDL
101
Well Done LLC
Michigan
$2.63M +$2.76M +62,636 New
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$2.61M -$1.94M -43,962 -41%
IFA
103
Interactive Financial Advisors
Illinois
$2.56M -$384K -8,708 -12%
CCT
104
Country Club Trust
Missouri
$2.54M +$2.66M +60,439 New
RBC
105
Roble Belko & Company
Pennsylvania
$2.53M -$46.6K -1,056 -2%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$2.51M +$2.63M +59,755 New
CIBC World Market
107
CIBC World Market
Ontario, Canada
$2.47M -$43.3K -982 -2%
DWA
108
Dorsey Wright & Associates
California
$2.47M +$2.59M +58,842 New
GLLW
109
Graves Light Lenhart Wealth
Virginia
$2.42M +$2.55M +57,731 New
LPT
110
Legacy Private Trust
Wisconsin
$2.42M -$35.7K -810 -1%
AIP
111
ARS Investment Partners
New York
$2.39M +$131K +2,976 +6%
SSWM
112
Sheets Smith Wealth Management
North Carolina
$2.39M +$121K +2,736 +5%
FA
113
Fiducient Advisors
Illinois
$2.36M -$88 -2 -0%
CL
114
CIM LLC
New York
$2.29M +$50.5K +1,145 +2%
ECG
115
Edge Capital Group
Georgia
$2.11M +$2.22M +50,303 New
BTS
116
BB&T Securities
Virginia
$1.95M +$2.04M +46,378 New
CA
117
Clearstead Advisors
Ohio
$1.81M +$1.9M +43,187 New
BAAM
118
Baker Avenue Asset Management
California
$1.78M -$31.4K -712 -2%
FHA
119
First Horizon Advisors
Tennessee
$1.75M
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$1.69M -$1.18M -26,812 -40%
SQA
121
Simon Quick Advisors
New Jersey
$1.64M +$1.72M +38,989 New
SCM
122
Shelton Capital Management
Colorado
$1.61M +$1.42M +32,274 +530%
P
123
Pitcairn
Pennsylvania
$1.52M +$1.6M +36,289 New
BC
124
Brinker Capital
Pennsylvania
$1.49M +$1.57M +35,501 New
BPB
125
Badgley, Phelps & Bell
Washington
$1.48M -$43.4K -985 -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.