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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
CA
176
Claro Advisors
Massachusetts
$776K +$74.2K +1,557 +11%
PWMAG
177
Pinnacle Wealth Management Advisory Group
New Jersey
$727K +$95.4K +2,000 +16%
WS
178
Wedbush Securities
California
$696K -$23.3K -489 -3%
RJT
179
Raymond James Trust
Florida
$686K -$2.38K -50 -0.4%
BBHC
180
Brown Brothers Harriman & Co
New York
$673K -$198K -4,150 -23%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$661K +$642K +13,457 New
DCM
182
Dimension Capital Management
Florida
$611K
MWM
183
Modera Wealth Management
New Jersey
$600K -$80.9K -1,696 -12%
FDCC
184
Foster Dykema Cabot & Co
Massachusetts
$591K -$1K -21 -0.2%
RTS
185
Round Table Services
New Jersey
$590K +$31.8K +667 +6%
AWM
186
AllSquare Wealth Management
New York
$581K -$226K -4,748 -29%
Cerity Partners
187
Cerity Partners
New York
$575K +$558K +11,702 New
OFS
188
Oldfather Financial Services
Nebraska
$575K +$567K +11,884 New
WDL
189
Well Done LLC
Michigan
$564K -$88K -1,845 -14%
CRCM
190
Corbett Road Capital Management
Virginia
$548K +$532K +11,164 New
GFPC
191
Global Financial Private Client
Florida
$541K +$525K +11,011 New
UB
192
UMB Bank
Missouri
$536K
Truist Financial
193
Truist Financial
North Carolina
$519K +$504K +10,570 New
BCP
194
Blue Chip Partners
Michigan
$475K +$6.96K +146 +2%
FCI
195
Financial Counselors Inc
Kansas
$468K
QCMC
196
Quantum Capital Management (California)
California
$453K +$440K +9,219 New
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$438K +$223K +4,682 +111%
GC
198
Grimes & Company
Massachusetts
$436K +$423K +8,869 New
G
199
GenTrust
Florida
$435K
WWM
200
Windsor Wealth Management
Indiana
$434K +$5.82K +122 +1%

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.