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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
HSA
201
HBK Sorce Advisory
Pennsylvania
$431K -$28.9K -606 -6%
VF
202
Virtu Financial
New York
$425K +$412K +8,645 New
PCA
203
Personal Capital Advisors
California
$421K +$409K +8,581 New
Bank of New York Mellon
204
Bank of New York Mellon
New York
$409K
SC
205
Scotia Capital
Ontario, Canada
$408K -$8.39K -176 -2%
BAS
206
Brown Advisory Securities
Maryland
$404K -$527K -11,046 -57%
BWM
207
Brickley Wealth Management
California
$403K +$65.3K +1,369 +20%
WFA
208
Wade Financial Advisory
California
$374K +$364K +7,623 New
WIC
209
Woodmont Investment Counsel
Tennessee
$373K
WCM
210
WealthBridge Capital Management
Ohio
$372K +$91.6K +1,921 +34%
GPA
211
Guidance Point Advisors
Massachusetts
$371K +$5.58K +117 +2%
FWC
212
First Washington Corp
Washington
$369K
DWT
213
Dorsey & Whitney Trust
South Dakota
$369K +$359K +7,518 New
VFA
214
Valeo Financial Advisors
Indiana
$368K +$41.6K +872 +13%
IFA
215
Interactive Financial Advisors
Illinois
$361K +$21.5K +450 +7%
MCM
216
Monument Capital Management
Virginia
$353K
WIP
217
Wellesley Investment Partners
Massachusetts
$346K -$47.7K -1,000 -12%
FCFC
218
First Commonwealth Financial Corp
Pennsylvania
$346K
Baird Financial Group
219
Baird Financial Group
Wisconsin
$339K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$338K -$17.5K -366 -5%
CPIG
221
Chicago Partners Investment Group
Illinois
$331K +$316K +6,637 New
NA
222
Nottingham Advisors
New York
$329K -$4.29K -90 -1%
OGC
223
Oak Grove Capital
New Hampshire
$319K
BW
224
Bison Wealth
Georgia
$316K +$7.82K +164 +3%
FFN
225
Focus Financial Network
Minnesota
$315K -$152K -3,185 -33%

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.