ACWX icon

iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

403 hedge funds and large institutions have $3.28B invested in iShares MSCI ACWI ex US ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.38%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
42
Increased
131
Reduced
134
Closed
33
Calls
$4.27M
Puts
$287K
Net Calls
+$3.98M
Net Calls Change
+$3.98M

Top Buyers

1
AWA
Aaron Wealth Advisors
Illinois
$116M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$153M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.7M
4
CWM
Calamos Wealth Management
Illinois
$33.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.72M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179M
4
FTUS
Flow Traders U.S.
New York
$6.81M
5
Goldman Sachs
Goldman Sachs
New York
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
226
Alpha Cubed Investments
California
$479K -$117K -2,231 -20%
PTC
227
Philadelphia Trust Company
Pennsylvania
$476K – – –
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$475K – – –
PCM
229
Poehling Capital Management
Wisconsin
$468K +$468K +8,960 New
DCM
230
Dimension Capital Management
Florida
$466K – – –
DWMG
231
DB Wealth Management Group
California
$451K -$43.4K -831 -9%
FFN
232
Focus Financial Network
Minnesota
$440K +$440K +8,423 New
BPA
233
Beacon Pointe Advisors
California
$437K +$135K +2,590 +45%
CGFA
234
Colton Groome Financial Advisors
North Carolina
$434K -$4.48M -85,759 -91%
PFM
235
Phillips Financial Management
Indiana
$430K +$430K +8,228 New
PCA
236
Personal Capital Advisors
California
$426K – – –
WDL
237
Well Done LLC
Michigan
$424K +$127K +2,428 +43%
NA
238
Nottingham Advisors
New York
$422K -$6.02K -115 -1%
TWI
239
Thomas White International
Illinois
$415K -$607K -11,612 -59%
FNBOH
240
First National Bank of Hutchinson
Kansas
$414K +$45.4K +869 +12%
PA
241
Procyon Advisors
Connecticut
$412K +$23.5K +449 +6%
SC
242
Scotia Capital
Ontario, Canada
$411K -$30.3K -580 -7%
AWM
243
AllSquare Wealth Management
New York
$406K -$116K -2,210 -22%
SWP
244
Stratos Wealth Partners
Ohio
$401K – – –
SHFA
245
SC&H Financial Advisors
Maryland
$400K +$52 +1 +0%
RTS
246
Round Table Services
New Jersey
$386K +$9.15K +175 +2%
CT
247
Cambridge Trust
Massachusetts
$383K – – –
GPA
248
Guidance Point Advisors
Massachusetts
$382K +$4.96K +95 +1%
VFA
249
Valeo Financial Advisors
Indiana
$379K -$91.3K -1,748 -19%
AAS
250
Avantax Advisory Services
Texas
$379K -$30.9K -588 -8%
8 9
10
11 12