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iShares MSCI ACWI ex US ETF
ACWX

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: 280 → 314 (+34)

11% more funds holding in top 10

Funds holding in top 10: 19 → 21 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$86.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44M
3
FTUS
Flow Traders U.S.
New York
+$40.6M
4
Morgan Stanley
Morgan Stanley
New York
+$37.1M
5
BlackRock
BlackRock
New York
+$34.1M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$142M
2
PI
PFS Investments
Georgia
-$44.6M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$36.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
101
Sand Hill Global Advisors
California
$2.87M +$2.79M +58,458 New
CCT
102
Country Club Trust
Missouri
$2.86M +$954 +20 +0%
ASN
103
Advisory Services Network
Georgia
$2.77M +$1.42M +29,729 +111%
Prudential Financial
104
Prudential Financial
New Jersey
$2.75M +$737K +15,451 +38%
RBC
105
Roble Belko & Company
Pennsylvania
$2.72M -$52.4K -1,099 -2%
PAS
106
Park Avenue Securities
New York
$2.54M +$18.4K +385 +0.7%
CL
107
CIM LLC
New York
$2.5M +$3.1K +65 +0.1%
SCA
108
Stonebridge Capital Advisors
Minnesota
$2.49M -$134K -2,800 -5%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$2.45M -$70.1K -1,471 -3%
Millennium Management
110
Millennium Management
New York
$2.34M +$2.27M +47,687 New
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$2.32M +$1.61M +33,799 +251%
FEG
112
Fund Evaluation Group
Ohio
$2.31M +$2.24M +47,030 New
HAFS
113
Hapanowicz & Associates Financial Services
Pennsylvania
$2.3M +$285K +5,977 +15%
AGA
114
Accuvest Global Advisors
Utah
$2.28M -$206K -4,314 -9%
Polen Capital Management
115
Polen Capital Management
Florida
$2.27M +$2.2M +46,108 New
FMBTD
116
First Midwest Bank Trust Division
Illinois
$2.23M -$115K -2,414 -5%
SWP
117
Strategic Wealth Partners
Ohio
$2.16M -$225K -4,718 -10%
AIP
118
ARS Investment Partners
New York
$1.99M -$125K -2,626 -6%
FA
119
FCG Advisors
New Jersey
$1.97M +$370K +7,754 +24%
FHA
120
First Horizon Advisors
Tennessee
$1.94M – – –
MDSL
121
M.D. Sass LLC
New York
$1.86M +$143K +3,000 +9%
MCM
122
Mitchell Capital Management
Kansas
$1.85M +$23K +483 +1%
ECG
123
Edge Capital Group
Georgia
$1.84M +$1.48K +31 +0.1%
P
124
Pitcairn
Pennsylvania
$1.8M – – –
CWM
125
Cahaba Wealth Management
Georgia
$1.79M +$27.8K +582 +2%
3 4
5
6 7

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.