ACWX icon

iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

339 hedge funds and large institutions have $2.86B invested in iShares MSCI ACWI ex US ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
5.97%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
42
Increased
103
Reduced
99
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$225M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$209M
3
Jane Street
Jane Street
New York
$99.4M
4
Morgan Stanley
Morgan Stanley
New York
$257M
5
FMI
Factory Mutual Insurance
Massachusetts
$29.8M

Top Sellers

1
Barclays
Barclays
United Kingdom
$15M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Bank of America
Bank of America
North Carolina
$207M
4
Wells Fargo
Wells Fargo
California
$30.1M
5
Goldman Sachs
Goldman Sachs
New York
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
Telemus Capital
Michigan
$264K -$677 -12 -0.3%
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$263K – – –
MWM
253
Mascoma Wealth Management
New Hampshire
$263K – – –
WANY
254
Wealthspire Advisors (New York)
New York
$260K – – –
MA
255
Montag & Associates
Georgia
$249K – – –
SCM
256
SOL Capital Management
Maryland
$248K – – –
DWP
257
Destiny Wealth Partners
Florida
$248K +$101K +1,822 +68%
NPF
258
Norris Perne & French
Michigan
$244K -$11K -200 -4%
NC
259
NovaPoint Capital
Georgia
$243K – – –
BWM
260
Brickley Wealth Management
California
$239K -$21.7K -393 -8%
JIP
261
Jaffetilchin Investment Partners
Florida
$235K – – –
WA
262
Waverly Advisors
Alabama
$234K – – –
FCI
263
Financial Counselors Inc
Kansas
$230K -$552 -10 -0.2%
FC
264
Financial Consulate
Maryland
$229K +$229K +4,147 New
ACP
265
Aviance Capital Partners
Florida
$223K – – –
WPW
266
Waldron Private Wealth
Pennsylvania
$223K +$223K +4,057 New
MCM
267
Murphy Capital Management
New Jersey
$220K – – –
HF
268
HRT Financial
New York
$219K +$219K +3,970 New
SEI Investments
269
SEI Investments
Pennsylvania
$218K +$881 +16 +0.4%
CGA
270
Crescent Grove Advisors
Illinois
$218K +$218K +3,956 New
FPTW
271
Franklin, Parlapiano, Turner & Welch
Texas
$217K – – –
LFAS
272
Level Four Advisory Services
Texas
$215K – – –
BHIA
273
Birch Hill Investment Advisors
Massachusetts
$214K – – –
BAM
274
Belpointe Asset Management
Nevada
$214K +$15K +272 +8%
CCT
275
Country Club Trust
Missouri
$210K +$210K +3,805 New
9 10
11
12 13