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iShares MSCI ACWI ex US ETF

334 hedge funds and large institutions have $2.48B invested in iShares MSCI ACWI ex US ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 108 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 17

31% more capital invested

Capital invested by funds: $1.89B → $2.48B (+$593M)

24% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 87

14% more funds holding

Funds holding: 293334 (+41)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

3.71% more ownership

Funds ownership: 62.57%66.27% (+3.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $364K

Holders
334
Holders Change
+41
Holders Change %
+13.99%
% of All Funds
5.91%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
62
Increased
108
Reduced
87
Closed
17
Calls
Puts
$364K
Net Calls
-$364K
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
151
Atlanta Financial Associates
Georgia
$1.21M
GL
152
Graypoint LLC
New York
$1.2M -$66.2K -1,334 -6%
BPB
153
Badgley, Phelps & Bell
Washington
$1.17M -$35.3K -711 -3%
OMC
154
Old Mission Capital
Illinois
$1.16M -$6.21M -125,099 -85%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$1.13M -$385K -7,767 -27%
N
156
Nuveen
North Carolina
$1.13M
Cerity Partners
157
Cerity Partners
New York
$1.1M +$151K +3,048 +17%
ACI
158
Alpha Cubed Investments
California
$1.09M -$9.77K -197 -0.9%
MCM
159
Mitchell Capital Management
Kansas
$1.06M +$1.29K +26 +0.1%
MM
160
Main Management
California
$1.03M
HCA
161
Heck Capital Advisors
Wisconsin
$1M -$79.2K -1,597 -8%
COI
162
Connable Office Inc
Michigan
$993K +$929K +18,728 New
FF
163
FourThought Financial
Florida
$985K +$922K +18,582 New
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$947K +$127K +2,555 +17%
WB
165
Webster Bank
Connecticut
$914K +$855K +17,235 New
PA
166
Pinnacle Associates
New York
$908K
FNBOO
167
First National Bank of Omaha
Nebraska
$886K +$298K +6,012 +56%
BFA
168
Beaumont Financial Advisors
Massachusetts
$843K +$788K +15,881 New
SFG
169
Summit Financial Group
West Virginia
$781K +$731K +14,733 New
IA
170
IFP Advisors
Florida
$767K +$3.72K +75 +0.5%
DWM
171
Dakota Wealth Management
Florida
$762K
UB
172
UMB Bank
Missouri
$760K +$43.3K +873 +6%
Fiera Capital (Canada)
173
Fiera Capital (Canada)
Quebec, Canada
$758K -$70.7K -1,425 -9%
PWMAG
174
Pinnacle Wealth Management Advisory Group
New Jersey
$739K
CA
175
Claro Advisors
Massachusetts
$734K -$20.6K -416 -3%

ACWX Hedge Fund Activity: Q4 2020 in Review

334 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2020, worth a combined $2.48B — up 31% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ACWX positions and 17 closed out — a net gain of 45 holders — while 108 added to existing stakes and 87 trimmed.

The largest buyer was Bank of America, adding an estimated $47M. The largest seller was Wellington Management Group, cutting an estimated $31.2M.

  • 334 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2020, up from 293 in Q3 2020.
  • Funds reported $2.48B of iShares MSCI ACWI ex US ETF stock for Q4 2020, up 31% quarter-over-quarter.
  • 62 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2020 and 17 closed out, a net change of +45 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2020 was Bank of America, an estimated $47M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2020 was Wellington Management Group, an estimated $31.2M sold.

Based on aggregated 13F filings for Q4 2020.