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iShares MSCI ACWI ex US ETF
ACWX

280 hedge funds and large institutions have $2.05B invested in iShares MSCI ACWI ex US ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 280 → 280 (0)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

12.44% less ownership

Funds ownership: 65.68% → 53.24% (-12%)

14% less capital invested

Capital invested by funds: $2.39B → $2.05B (-$344M)

43% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 115

Holders
280
Holders Change
–
Holders Change %
0%
% of All Funds
6.14%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
24
Increased
66
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$141M
2
PI
PFS Investments
Georgia
+$44.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.6M
4
TIM
Thornburg Investment Management
New Mexico
+$7.54M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$6.78M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
-$339M
2
Jane Street
Jane Street
New York
-$48.6M
3
FTUS
Flow Traders U.S.
New York
-$38.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.8M
5
Morgan Stanley
Morgan Stanley
New York
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
176
Bank of New York Mellon
New York
$384K -$60.9K -1,331 -14%
WIP
177
Wellesley Investment Partners
Massachusetts
$371K +$45.8K +1,000 +14%
Comerica Bank
178
Comerica Bank
Texas
$354K +$38.3K +837 +13%
WIC
179
Woodmont Investment Counsel
Tennessee
$350K – – –
FWC
180
First Washington Corp
Washington
$346K – – –
GPA
181
Guidance Point Advisors
Massachusetts
$343K – – –
SCCM
182
Schafer Cullen Capital Management
New York
$335K +$333K +7,271 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$333K -$44.5K -973 -12%
MCM
184
Monument Capital Management
Virginia
$331K +$329K +7,177 New
GI
185
Glovista Investments
New Jersey
$327K -$6.19M -135,260 -95%
FCFC
186
First Commonwealth Financial Corp
Pennsylvania
$324K – – –
BHIA
187
Birch Hill Investment Advisors
Massachusetts
$318K -$41.2K -900 -12%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$318K -$46 -1 -0%
IFA
189
Interactive Financial Advisors
Illinois
$317K +$1.37K +30 +0.4%
BWM
190
Brickley Wealth Management
California
$315K -$14.9K -325 -5%
NA
191
Nottingham Advisors
New York
$313K – – –
VFA
192
Valeo Financial Advisors
Indiana
$305K -$71.4K -1,559 -19%
OGC
193
Oak Grove Capital
New Hampshire
$299K +$298K +6,500 New
FSC
194
Full Sail Capital
Oklahoma
$297K – – –
BCI
195
Brinker Capital Investments
Pennsylvania
$293K -$29.9K -653 -9%
CIBC World Market
196
CIBC World Market
Ontario, Canada
$292K -$578K -12,625 -67%
BW
197
Bison Wealth
Georgia
$289K +$4.58K +100 +2%
PCS
198
Personal CFO Solutions
New Jersey
$283K +$282K +6,152 New
GCM
199
Gables Capital Management
Florida
$281K +$279K +6,100 New
GFS
200
GYL Financial Synergies
Connecticut
$280K – – –
6 7
8
9 10

ACWX Hedge Fund Activity: Q3 2019 in Review

280 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2019, worth a combined $2.05B — down 14% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ACWX positions and 22 closed out — a net gain of 2 holders — while 66 added to existing stakes and 115 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $141M. The largest seller was Factory Mutual Insurance, exiting entirely with an estimated $339M sold.

  • 280 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.05B of iShares MSCI ACWI ex US ETF stock for Q3 2019, down 14% quarter-over-quarter.
  • 24 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2019 and 22 closed out, a net change of +2 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2019 was Horizon Investments, an estimated $141M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2019 was Factory Mutual Insurance, an estimated $339M sold.

Based on aggregated 13F filings for Q3 2019.