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iShares MSCI ACWI ex US ETF
ACWX

236 hedge funds and large institutions have $1.92B invested in iShares MSCI ACWI ex US ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 236 → 236 (0)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

10% less capital invested

Capital invested by funds: $2.12B → $1.92B (-$207M)

13.72% less ownership

Funds ownership: 74.55% → 60.82% (-14%)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

16% less funds holding in top 10

Funds holding in top 10: 19 → 16 (-3)

Holders
236
Holders Change
–
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.37%
New
26
Increased
72
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RFC
Regions Financial Corp
Alabama
+$10.1M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$8.93M
3
Goldman Sachs
Goldman Sachs
New York
+$8.77M
4
UBS Group
UBS Group
Switzerland
+$6.71M
5
ANTB
AMG National Trust Bank
Colorado
+$6.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$125M
2
BlackRock
BlackRock
New York
-$30.2M
3
Wells Fargo
Wells Fargo
California
-$26.8M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$23.4M
5
IFA
Interactive Financial Advisors
Illinois
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
151
Renaissance Technologies
New York
$388K +$397K +7,800 New
MCM
152
Murphy Capital Management
New Jersey
$377K -$45.8K -900 -11%
BCI
153
Brinker Capital Investments
Pennsylvania
$372K -$27.5K -541 -7%
NA
154
Nottingham Advisors
New York
$370K +$11.1K +218 +3%
CAN
155
Cetera Advisor Networks
California
$353K +$362K +7,107 New
VF
156
Virtu Financial
New York
$350K +$358K +7,041 New
FCH
157
Freestone Capital Holdings
Washington
$347K – – –
Baird Financial Group
158
Baird Financial Group
Wisconsin
$341K +$103K +2,018 +42%
CIR
159
Clear Investment Research
Georgia
$334K -$9.11K -179 -3%
AWM
160
AE Wealth Management
Kansas
$324K -$33.7K -662 -9%
TAM
161
Todd Asset Management
Kentucky
$321K +$328K +6,455 New
SS
162
Simplicity Solutions
Minnesota
$316K -$9.51K -187 -3%
Millennium Management
163
Millennium Management
New York
$309K +$82.5K +1,621 +35%
RC
164
Roundview Capital
New Jersey
$305K – – –
SB
165
Suntrust Banks
Georgia
$300K -$52K -1,022 -14%
Citigroup
166
Citigroup
New York
$299K -$169K -3,330 -36%
CB
167
Community Bank
New York
$298K – – –
TIM
168
Tortoise Investment Management
New York
$285K -$10.2K -200 -3%
LG
169
LaFleur & Godfrey
Michigan
$285K +$292K +5,740 New
AFP
170
Ausdal Financial Partners
Iowa
$282K +$20.4K +402 +8%
SWP
171
Stratos Wealth Partners
Ohio
$272K -$121K -2,373 -30%
DWT
172
Dorsey & Whitney Trust
South Dakota
$262K – – –
FWC
173
First Washington Corp
Washington
$262K – – –
BEC
174
Blue Edge Capital
Virginia
$258K – – –
SCM
175
SOL Capital Management
Maryland
$253K -$25.4K -500 -9%
5 6
7
8 9

ACWX Hedge Fund Activity: Q1 2018 in Review

236 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q1 2018, worth a combined $1.92B — down 9.7% from $2.12B a quarter earlier.

Fund positioning in ACWX was balanced in Q1 2018: 26 funds opened new positions, 26 closed out, 72 added to existing stakes and 84 trimmed.

The largest buyer was Regions Financial Corp, adding an estimated $10.1M. The largest seller was Bank of America, cutting an estimated $125M.

  • 236 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $1.92B of iShares MSCI ACWI ex US ETF stock for Q1 2018, down 9.7% quarter-over-quarter.
  • 26 funds opened new iShares MSCI ACWI ex US ETF positions in Q1 2018 and 26 closed out, a net change of 0 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q1 2018 was Regions Financial Corp, an estimated $10.1M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q1 2018 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2018.