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iShares MSCI ACWI ex US ETF

457 hedge funds and large institutions have $3.35B invested in iShares MSCI ACWI ex US ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

2% more funds holding

Funds holding: 448457 (+9)

2% less capital invested

Capital invested by funds: $3.4B → $3.35B (-$52.3M)

5.69% less ownership

Funds ownership: 75.37%69.67% (-5.7%)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.56%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
42
Increased
114
Reduced
154
Closed
31
Calls
Puts
$309K
Net Calls
-$309K
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
226
Brinker Capital Investments
Pennsylvania
$882K +$254K +4,671 +43%
OPS
227
Orion Portfolio Solutions
Nebraska
$882K +$254K +4,671 +43%
EP
228
EPIQ Partners
Minnesota
$878K
FCH
229
Freestone Capital Holdings
Washington
$867K +$9.48K +174 +1%
PCIA
230
Prime Capital Investment Advisors
Kansas
$863K -$196K -3,606 -19%
UB
231
UMB Bank
Missouri
$840K
AC
232
Avestar Capital
New York
$828K +$60.3K +1,107 +8%
PCH
233
PGIM Custom Harvest
New Jersey
$828K +$124K +2,271 +19%
S
234
Syntrinsic
Colorado
$823K -$27.6K -506 -3%
BAM
235
Belpointe Asset Management
Nevada
$811K +$123K +2,250 +19%
UI
236
Unconventional Investor
New Hampshire
$798K
AFG
237
ABLE Financial Group
Arizona
$785K
HB
238
HTLF Bank
Colorado
$783K -$72.9K -1,339 -9%
Kovitz Investment Group Partners
239
Kovitz Investment Group Partners
Illinois
$763K +$461K +8,471 +12%
PA
240
Pinnacle Associates
New York
$735K +$5.17K +95 +0.7%
MGWM
241
Marks Group Wealth Management
Minnesota
$719K +$817 +15 +0.1%
FAM
242
Family Asset Management
South Carolina
$715K -$21.6K -396 -3%
HIA
243
Harbor Investment Advisory
Maryland
$715K +$55.6K +1,020 +9%
SAG
244
SageView Advisory Group
California
$710K
CA
245
Claro Advisors
Massachusetts
$703K -$69.7K -1,280 -9%
CAM
246
Chesapeake Asset Management
New York
$699K
CP
247
Canopy Partners
Ohio
$693K +$206K +3,780 +45%
ERIC
248
Eagle Rock Investment Company
Georgia
$687K
M&T Bank
249
M&T Bank
New York
$687K -$41.9K -769 -6%
IAS
250
Insigneo Advisory Services
Florida
$677K -$371K -6,807 -37%

ACWX Hedge Fund Activity: Q3 2024 in Review

457 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2024, worth a combined $3.35B — down 1.5% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACWX positions and 31 closed out — a net gain of 11 holders — while 114 added to existing stakes and 154 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $114M.

  • 457 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2024, up from 448 in Q2 2024.
  • Funds reported $3.35B of iShares MSCI ACWI ex US ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 42 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2024 and 31 closed out, a net change of +11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2024 was SG Americas Securities, an estimated $23.8M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2024 was Jane Street, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.