We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

363 hedge funds and large institutions have $2.6B invested in iShares MSCI ACWI ex US ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 129 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.27% more ownership

Funds ownership: 69.25%75.52% (+6.3%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

6% less capital invested

Capital invested by funds: $2.78B → $2.6B (-$180M)

7% less funds holding

Funds holding: 392363 (-29)

26% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 129

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

99% less call options, than puts

Call options by funds: $572K | Put options by funds: $41.3M

Holders
363
Holders Change
-29
Holders Change %
-7.4%
% of All Funds
6.25%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
37
Increased
95
Reduced
129
Closed
61
Calls
$572K
Puts
$41.3M
Net Calls
-$40.7M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Advisors Capital Management
New Jersey
$372K +$365K +8,211 New
DWM
227
Dakota Wealth Management
Florida
$370K -$42.7K -960 -9%
PTC
228
Philadelphia Trust Company
Pennsylvania
$365K
WCP
229
Wick Capital Partners
Pennsylvania
$363K -$83.7K -1,880 -17%
DCM
230
Dimension Capital Management
Florida
$356K
PWM
231
Perigon Wealth Management
California
$334K
PFM
232
Phillips Financial Management
Indiana
$329K +$366K +8,228 New
PCA
233
Personal Capital Advisors
California
$326K
HWM
234
HB Wealth Management
Georgia
$324K +$360K +8,093 New
NA
235
Nottingham Advisors
New York
$321K -$2K -45 -0.6%
WPW
236
Waldron Private Wealth
Pennsylvania
$318K +$354K +7,963 New
QCG
237
Quadrant Capital Group
Ohio
$313K -$155K -3,490 -31%
AWE
238
Avidian Wealth Enterprises
Texas
$310K +$145K +3,263 +73%
BAM
239
Belpointe Asset Management
Nevada
$308K
FNBOH
240
First National Bank of Hutchinson
Kansas
$307K -$9.17K -206 -3%
CWM
241
Cahaba Wealth Management
Georgia
$307K
AAS
242
Avantax Advisory Services
Texas
$305K +$13.2K +296 +4%
RCA
243
Ranch Capital Advisors
Florida
$302K -$36.3K -816 -10%
AWM
244
AllSquare Wealth Management
New York
$302K -$3.12K -70 -0.9%
GPA
245
Guidance Point Advisors
Massachusetts
$298K +$445 +10 +0.1%
CAN
246
Cetera Advisor Networks
California
$297K -$189K -4,240 -36%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$294K -$316K -7,111 -49%
VFA
248
Valeo Financial Advisors
Indiana
$290K
SS
249
Simplicity Solutions
Minnesota
$288K +$321K +7,206 New
GCM
250
Gables Capital Management
Florida
$284K

ACWX Hedge Fund Activity: Q3 2022 in Review

363 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2022, worth a combined $2.6B — down 6.5% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ACWX and 37 opened new positions — a net loss of 24 holders — while 129 trimmed existing stakes and 95 added.

The largest buyer was Allspring Global Investments, adding an estimated $93.2M. The largest seller was Harding Loevner, cutting an estimated $44.4M.

  • 363 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2022, down from 392 in Q2 2022.
  • Funds reported $2.6B of iShares MSCI ACWI ex US ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
  • 37 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2022 and 61 closed out, a net change of -24 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2022 was Allspring Global Investments, an estimated $93.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2022 was Harding Loevner, an estimated $44.4M sold.

Based on aggregated 13F filings for Q3 2022.