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iShares MSCI ACWI ex US ETF
ACWX

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: 14 → 26 (+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: 257 → 284 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.07B
2
SCCM
Schafer Cullen Capital Management
New York
+$92.5M
3
UBS Group
UBS Group
Switzerland
+$86.3M
4
Morgan Stanley
Morgan Stanley
New York
+$78.4M
5
Wells Fargo
Wells Fargo
California
+$75.3M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$40.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$21.8M
3
Stifel Financial
Stifel Financial
Missouri
-$18M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$17.8M
5
CL
Cabana LLC
Arkansas
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
126
Cahaba Wealth Management
Georgia
$1.48M -$363K -8,239 -19%
STMM
127
South Texas Money Management
Texas
$1.46M +$417K +9,467 +37%
AIM
128
Allen Investment Management
New York
$1.44M +$265K +6,012 +21%
PCM
129
Parsons Capital Management
Rhode Island
$1.33M +$57.3K +1,300 +4%
B
130
Brightworth
Georgia
$1.3M +$220K +4,997 +19%
M&T Bank
131
M&T Bank
New York
$1.29M +$435K +9,858 +47%
MM
132
Main Management
California
$1.26M – – –
TYCC
133
Texas Yale Capital Corp
Florida
$1.25M +$529K +12,000 +67%
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$1.24M +$1.3M +29,575 New
MDSL
135
M.D. Sass LLC
New York
$1.2M – – –
JWA
136
JFS Wealth Advisors
Pennsylvania
$1.17M -$529 -12 -0%
ASN
137
Advisory Services Network
Georgia
$1.16M -$520K -11,794 -30%
CAM
138
Cresset Asset Management
Illinois
$1.11M +$1.16M +26,348 New
HCA
139
Heck Capital Advisors
Wisconsin
$1.1M -$60.5K -1,373 -5%
CCA
140
Cobblestone Capital Advisors
New York
$1.08M +$1.14M +25,850 New
TFCP
141
Twin Focus Capital Partners
Massachusetts
$1.08M +$1.13M +25,679 New
BCA
142
Berman Capital Advisors
Georgia
$1.07M -$483K -10,955 -30%
RTS
143
Round Table Services
New Jersey
$1.06M +$330K +7,489 +42%
FA
144
FCG Advisors
New Jersey
$1.01M +$1.07M +24,170 New
Calamos Advisors
145
Calamos Advisors
Illinois
$945K +$993K +22,521 New
Renaissance Technologies
146
Renaissance Technologies
New York
$902K +$948K +21,500 New
CBU
147
CIBC Bank USA
Illinois
$832K -$16.2K -367 -2%
VWM
148
Valley Wealth Managers
New Jersey
$832K +$128K +2,906 +17%
Northern Trust
149
Northern Trust
Illinois
$820K -$40.4M -916,077 -98%
PWPCM
150
Perella Weinberg Partners Capital Management
New York
$804K +$845K +19,170 New
4 5
6
7 8

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.