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iShares MSCI ACWI ex US ETF

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: 280314 (+34)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
151
MML Investors Services
Massachusetts
$1.15M -$1.46M -30,653 -57%
CA
152
Clearstead Advisors
Ohio
$1.15M -$949K -19,900 -46%
AI
153
Ariel Investments
Illinois
$1.13M
FA
154
Fiducient Advisors
Illinois
$1.12M -$168K -3,513 -13%
JIP
155
Jaffetilchin Investment Partners
Florida
$1.08M +$286 +6 +0%
DWM
156
Dakota Wealth Management
Florida
$1.06M +$112K +2,343 +12%
CCA
157
Cobblestone Capital Advisors
New York
$1.06M
N
158
Nuveen
North Carolina
$1.05M
BRWM
159
B. Riley Wealth Management
Tennessee
$1.03M +$49.1K +1,029 +5%
TPWA
160
TRUE Private Wealth Advisors
Oregon
$1.02M -$1.38K -29 -0.1%
AI
161
Atria Investments
North Carolina
$1M -$92.4K -1,938 -9%
AWM
162
AE Wealth Management
Kansas
$1M +$101K +2,115 +12%
SS
163
Simplicity Solutions
Minnesota
$984K +$107K +2,248 +13%
BFPW
164
BOK Financial Private Wealth
Colorado
$959K -$168K -3,532 -15%
OMC
165
Old Mission Capital
Illinois
$947K +$919K +19,271 New
SW
166
SlateStone Wealth
Florida
$937K -$332K -6,955 -27%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$919K +$310K +6,509 +53%
Stifel Financial
168
Stifel Financial
Missouri
$917K -$39.5K -829 -4%
PA
169
Pinnacle Associates
New York
$913K +$95.4K +2,000 +12%
CBU
170
CIBC Bank USA
Illinois
$878K -$14.3K -300 -2%
JWCA
171
J.W. Cole Advisors
Florida
$865K +$840K +17,609 New
TSS
172
Two Sigma Securities
New York
$854K -$495K -10,370 -37%
TC
173
Telemus Capital
Michigan
$848K +$823K +17,265 New
Calamos Advisors
174
Calamos Advisors
Illinois
$817K +$27.3K +573 +4%
B
175
Brightworth
Georgia
$815K

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.