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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
Baird Financial Group
201
Baird Financial Group
Wisconsin
$288K +$44 +1 +0%
SGAM
202
Steinberg Global Asset Management
Florida
$288K +$303K +6,867 New
NPF
203
Norris Perne & French
Michigan
$287K -$22K -500 -7%
NCM
204
Next Capital Management
New York
$286K +$301K +6,825 New
Lido Advisors
205
Lido Advisors
California
$285K -$46.9K -1,063 -14%
TC
206
Telemus Capital
Michigan
$274K -$72.5K -1,645 -20%
BW
207
Bison Wealth
Georgia
$259K +$272K +6,175 New
CB
208
Community Bank
New York
$252K
RC
209
Roundview Capital
New Jersey
$249K -$5.69K -129 -2%
WANY
210
Wealthspire Advisors (New York)
New York
$244K +$256K +5,814 New
TIM
211
Tortoise Investment Management
New York
$237K -$4.41K -100 -2%
RG
212
Renaissance Group
Kentucky
$236K +$248K +5,629 New
BFC
213
Bedel Financial Consulting
Indiana
$234K +$52K +1,180 +27%
SWP
214
Stratos Wealth Partners
Ohio
$227K -$10.8K -244 -4%
NAM
215
NorthCoast Asset Management
Connecticut
$227K +$239K +5,417 New
WF
216
WealthTrust Fairport
Ohio
$226K +$238K +5,394 New
SS
217
Simplicity Solutions
Minnesota
$225K -$838 -19 -0.4%
AWM
218
AE Wealth Management
Kansas
$225K +$39K +885 +20%
DWT
219
Dorsey & Whitney Trust
South Dakota
$221K
FWC
220
First Washington Corp
Washington
$221K
FBFS
221
First Business Financial Services
Wisconsin
$209K +$220K +4,987 New
PIM
222
Parker Investment Management
California
$208K
BWM
223
BT Wealth Management
Georgia
$207K +$203K +4,606 New
AFNAS
224
American Financial Network Advisory Services
California
$204K -$58.2K -1,320 -21%
VCA
225
Verdence Capital Advisors
Maryland
$204K +$214K +4,850 New

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.