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iShares MSCI ACWI ex US ETF

284 hedge funds and large institutions have $3.31B invested in iShares MSCI ACWI ex US ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 96 increasing their positions, 71 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 1426 (+12)

81% more capital invested

Capital invested by funds: $1.83B → $3.31B (+$1.48B)

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

35% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 71

11% more funds holding

Funds holding: 257284 (+27)

10.13% more ownership

Funds ownership: 60.12%70.25% (+10%)

Holders
284
Holders Change
+27
Holders Change %
+10.51%
% of All Funds
6.33%
Holding in Top 10
26
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+85.71%
% of All Funds
0.58%
New
72
Increased
96
Reduced
71
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
176
Bank of New York Mellon
New York
$462K -$116K -2,630 -19%
CB
177
CNB Bank
Pennsylvania
$457K
William Blair & Company
178
William Blair & Company
Illinois
$444K +$249K +5,645 +114%
SB
179
Suntrust Banks
Georgia
$434K +$228K +5,164 +100%
GFS
180
GYL Financial Synergies
Connecticut
$429K +$451K +10,222 New
G
181
GenTrust
Florida
$422K
MAFM
182
Mid Atlantic Financial Management
Pennsylvania
$407K +$427K +9,692 New
BCP
183
Blue Chip Partners
Michigan
$387K +$407K +9,220 New
SEIA
184
Signature Estate & Investment Advisors
California
$383K
BEC
185
Blue Edge Capital
Virginia
$380K +$168K +3,819 +73%
QCMC
186
Quantum Capital Management (California)
California
$373K +$392K +8,901 New
FA
187
Financial Advisors
Massachusetts
$363K +$381K +8,641 New
IA
188
IFP Advisors
Florida
$360K -$53K -1,202 -12%
VFA
189
Valeo Financial Advisors
Indiana
$355K -$16.5K -374 -4%
NA
190
Nottingham Advisors
New York
$355K
WCM
191
WealthBridge Capital Management
Ohio
$349K +$367K +8,322 New
SC
192
Scotia Capital
Ontario, Canada
$344K +$3.04K +69 +0.8%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$336K -$15.4K -350 -4%
GPA
194
Guidance Point Advisors
Massachusetts
$331K +$348K +7,893 New
Fidelity Investments
195
Fidelity Investments
Massachusetts
$328K -$109K -2,475 -24%
BMM
196
Buffington Mohr McNeal
Idaho
$328K +$345K +7,820 New
WIC
197
Woodmont Investment Counsel
Tennessee
$319K +$335K +7,600 New
FCFC
198
First Commonwealth Financial Corp
Pennsylvania
$295K -$9.74K -221 -3%
BCI
199
Brinker Capital Investments
Pennsylvania
$295K
BWM
200
Brickley Wealth Management
California
$291K

ACWX Hedge Fund Activity: Q4 2018 in Review

284 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2018, worth a combined $3.31B — up 81% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ACWX positions and 42 closed out — a net gain of 30 holders — while 96 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $1.07B. The largest seller was Northern Trust, cutting an estimated $40.4M.

  • 284 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2018, up from 257 in Q3 2018.
  • Funds reported $3.31B of iShares MSCI ACWI ex US ETF stock for Q4 2018, up 81% quarter-over-quarter.
  • 72 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2018 and 42 closed out, a net change of +30 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2018 was Bank of America, an estimated $1.07B added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2018 was Northern Trust, an estimated $40.4M sold.

Based on aggregated 13F filings for Q4 2018.