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iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

422 hedge funds and large institutions have $3.12B invested in iShares MSCI ACWI ex US ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 118 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+59
Holders Change %
+16.25%
% of All Funds
6.81%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
100
Increased
118
Reduced
134
Closed
33
Calls
$2.4M
Puts
$1.9M
Net Calls
+$500K
Net Calls Change
+$41.2M

Top Buyers

1
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$100M
2
BlackRock
BlackRock
New York
+$88.1M
3
Bank of America
Bank of America
North Carolina
+$42.8M
4
HL
Harding Loevner
New Jersey
+$27M
5
FMI
Factory Mutual Insurance
Massachusetts
+$24.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$90M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$49M
3
RFC
Regions Financial Corp
Alabama
-$33.5M
4
FTUS
Flow Traders U.S.
New York
-$32.6M
5
Morgan Stanley
Morgan Stanley
New York
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWM
226
Marks Group Wealth Management
Minnesota
$572K +$572K +12,570 New
AWM
227
Axxcess Wealth Management
California
$567K +$567K +12,469 New
PFO
228
Pathstone Family Office
New Jersey
$553K +$553K +12,152 New
AIM
229
Allen Investment Management
New York
$549K – – –
AWA
230
Acorn Wealth Advisors
Michigan
$540K -$94.4K -2,074 -15%
PWMAG
231
Pinnacle Wealth Management Advisory Group
New Jersey
$531K -$98.7K -2,170 -16%
ACM
232
Advisors Capital Management
New Jersey
$529K +$155K +3,410 +42%
JPG
233
Jordan Park Group
California
$519K – – –
IIC
234
Ironwood Investment Counsel
Arizona
$516K – – –
CCB
235
Country Club Bank
Missouri
$508K +$241K +5,305 +90%
FCI
236
Financial Counselors Inc
Kansas
$499K – – –
SWP
237
Stratos Wealth Partners
Ohio
$498K +$51.4K +1,129 +11%
FNBOO
238
First National Bank of Omaha
Nebraska
$497K – – –
CFA
239
Cahill Financial Advisors
Minnesota
$484K +$37.5K +824 +8%
SFG
240
Summit Financial Group
West Virginia
$476K -$87.4K -1,920 -16%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$473K -$268K -5,884 -36%
SWP
242
Summit Wealth Partners
Florida
$471K -$33.6K -738 -7%
SWM
243
Southern Wealth Management
Texas
$462K +$19.7K +433 +4%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$460K -$154K -3,368 -25%
CGFA
245
Colton Groome Financial Advisors
North Carolina
$459K -$2.67M -58,769 -85%
BS
246
Banco Santander
Spain
$458K -$43.3K -951 -9%
SPIA
247
Steward Partners Investment Advisory
New York
$455K +$133K +2,930 +41%
BAM
248
Belpointe Asset Management
Nevada
$453K +$103K +2,267 +29%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$446K +$446K +9,811 New
DI
250
DFPG Investments
Utah
$436K +$436K +9,059 New
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