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iShares MSCI ACWI ex US ETF

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: 244257 (+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: 1414 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MCF Advisors
Kentucky
$139K -$138K -2,910 -50%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$124K +$124K +2,603 New
WC
203
Westwind Capital
New Mexico
$120K
SGAM
204
Smith Group Asset Management
Texas
$116K -$38.5K -810 -25%
RWA
205
Ropes Wealth Advisors
Massachusetts
$95K
QAM
206
QCI Asset Management
New York
$88K
MCM
207
McKinley Capital Management
Alaska
$79K +$79K +1,661 New
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$75K +$75K +1,578 New
CIR
209
Clear Investment Research
Georgia
$74K -$246K -5,183 -77%
BA
210
Ballew Advisors
Mississippi
$69K -$4.75K -100 -6%
RCAG
211
Rehmann Capital Advisory Group
Michigan
$60.4K +$38.9K +819 +183%
MFT
212
Moisand Fitzgerald Tamayo
Florida
$57K
TFS
213
TrustCore Financial Services
Tennessee
$57K
LFASL
214
Lugano Financial Advisors SA (LFA)
Switzerland
$55K +$23.2K +488 +74%
Deutsche Bank
215
Deutsche Bank
Germany
$38K -$44.5K -937 -54%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$38K +$17K +358 +81%
APA
217
American Portfolios Advisors
New York
$36.2K
LYV
218
Live Your Vision
Pennsylvania
$36K
SWP
219
Strategic Wealth Partners
Ohio
$36K +$36K +758 New
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$34K
LWA
221
Lowe Wealth Advisors
Maryland
$31K
PCG
222
Private Capital Group
Connecticut
$31K
AF
223
Advisornet Financial
Minnesota
$30K -$16.6K -350 -36%
MFW
224
Mosaic Family Wealth
Missouri
$29K -$14.7K -310 -32%
APSP
225
Asset Planning Services (Pennsylvania)
Pennsylvania
$29K

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.