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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
BL
126
BFSG LLC
California
$1.73M +$1.68M +35,298 New
HCA
127
Heck Capital Advisors
Wisconsin
$1.73M +$181K +3,801 +12%
PCM
128
Parsons Capital Management
Rhode Island
$1.72M +$122K +2,560 +8%
MSAGDF
129
Moneda SA Administradora General de Fondos
Chile
$1.7M +$1.65M +34,595 New
AG
130
Advisor Group
Arizona
$1.69M -$4.61M -96,694 -74%
FHB
131
First Hawaiian Bank
Hawaii
$1.67M +$1.62M +33,902 New
JWA
132
JFS Wealth Advisors
Pennsylvania
$1.61M +$61.8K +1,295 +4%
SCM
133
Shelton Capital Management
Colorado
$1.61M +$1.57M +32,856 New
FNBOO
134
First National Bank of Omaha
Nebraska
$1.59M +$299K +6,269 +24%
MM
135
Main Management
California
$1.58M – – –
HGI
136
Hansberger Growth Investors
Wisconsin
$1.58M +$1.53M +32,076 New
PVH
137
Psagot Value Holdings
Israel
$1.55M +$1.51M +31,600 New
BCA
138
Berman Capital Advisors
Georgia
$1.55M -$23.3K -488 -2%
CA
139
Cetera Advisors
Colorado
$1.51M +$85.8K +1,800 +6%
BPB
140
Badgley, Phelps & Bell
Washington
$1.47M +$3.81K +80 +0.3%
TYCC
141
Texas Yale Capital Corp
Florida
$1.47M – – –
PI
142
PFS Investments
Georgia
$1.45M -$44.6M -936,140 -97%
BAAM
143
Baker Avenue Asset Management
California
$1.42M -$152K -3,196 -10%
CAM
144
Cresset Asset Management
Illinois
$1.33M +$18.6K +391 +1%
SB
145
Simmons Bank
Arkansas
$1.3M +$1.27M +26,569 New
TWI
146
Thomas White International
Illinois
$1.29M +$1.02M +21,301 +427%
TFCP
147
Twin Focus Capital Partners
Massachusetts
$1.28M +$19.6K +410 +2%
Comerica Bank
148
Comerica Bank
Texas
$1.2M +$827K +17,339 +232%
CL
149
CPWM LLC
Washington
$1.16M +$16.2K +339 +1%
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$1.15M – – –
4 5
6
7 8

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.