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iShares MSCI ACWI ex US ETF
ACWX

257 hedge funds and large institutions have $1.83B invested in iShares MSCI ACWI ex US ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

5% more funds holding

Funds holding: 244 → 257 (+13)

0.88% more ownership

Funds ownership: 59.25% → 60.12% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

1% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$9.49M)

23% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 91

Holders
257
Holders Change
+13
Holders Change %
+5.33%
% of All Funds
5.88%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
28
Increased
70
Reduced
91
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$44.2M
2
GT
Glenmede Trust
Pennsylvania
+$38.3M
3
Bank of America
Bank of America
North Carolina
+$14.1M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$13.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$10.2M

Top Sellers

1
CTB
Country Trust Bank
Illinois
-$43.9M
2
Jane Street
Jane Street
New York
-$25.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$23.2M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$20.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFNAS
176
American Financial Network Advisory Services
California
$295K +$293K +6,163 +22,826%
SCM
177
Shelton Capital Management
Colorado
$290K +$289K +6,085 New
RC
178
Roundview Capital
New Jersey
$289K – – –
CB
179
Community Bank
New York
$286K – – –
PPA
180
Parametric Portfolio Associates
Washington
$280K +$279K +5,873 New
TIM
181
Tortoise Investment Management
New York
$274K – – –
LG
182
LaFleur & Godfrey
Michigan
$269K -$4.75K -100 -2%
SWP
183
Stratos Wealth Partners
Ohio
$269K +$11.6K +244 +5%
SCM
184
SOL Capital Management
Maryland
$262K – – –
SS
185
Simplicity Solutions
Minnesota
$256K -$26.5K -558 -9%
DWT
186
Dorsey & Whitney Trust
South Dakota
$252K – – –
FWC
187
First Washington Corp
Washington
$252K – – –
BEC
188
Blue Edge Capital
Virginia
$249K – – –
SB
189
Suntrust Banks
Georgia
$246K +$14.2K +298 +6%
PIM
190
Parker Investment Management
California
$237K – – –
William Blair & Company
191
William Blair & Company
Illinois
$235K – – –
AFP
192
Ausdal Financial Partners
Iowa
$213K -$88.8K -1,868 -30%
AWM
193
AE Wealth Management
Kansas
$213K -$69.3K -1,457 -25%
CIC
194
Carnegie Investment Counsel
Ohio
$209K +$222K +4,680 New
CG
195
Caprock Group
Idaho
$206K +$206K +4,323 New
AWM
196
Arbor Wealth Management
Florida
$202K +$258K +5,432 New
BFC
197
Bedel Financial Consulting
Indiana
$200K -$1.66K -35 -0.8%
WJA
198
Williams Jones & Associates
New York
$200K +$200K +4,200 New
HI
199
Hudock Inc
Pennsylvania
$148K +$148K +3,106 New
RWG
200
Regal Wealth Group
California
$140K -$48 -1 -0%
6 7
8
9 10

ACWX Hedge Fund Activity: Q3 2018 in Review

257 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2018, worth a combined $1.83B — down 0.52% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ACWX positions and 14 closed out — a net gain of 14 holders — while 70 added to existing stakes and 91 trimmed.

The largest buyer was Northern Trust, adding an estimated $44.2M. The largest seller was Country Trust Bank, exiting entirely with an estimated $43.9M sold.

  • 257 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2018, up from 244 in Q2 2018.
  • Funds reported $1.83B of iShares MSCI ACWI ex US ETF stock for Q3 2018, down 0.52% quarter-over-quarter.
  • 28 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2018 and 14 closed out, a net change of +14 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2018 was Northern Trust, an estimated $44.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2018 was Country Trust Bank, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2018.