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iShares MSCI ACWI ex US ETF

392 hedge funds and large institutions have $2.78B invested in iShares MSCI ACWI ex US ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 120

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

8% less call options, than puts

Call options by funds: $216K | Put options by funds: $234K

3% less funds holding

Funds holding: 403392 (-11)

9.81% less ownership

Funds ownership: 79.06%69.25% (-9.8%)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

15% less capital invested

Capital invested by funds: $3.28B → $2.78B (-$503M)

Holders
392
Holders Change
-11
Holders Change %
-2.73%
% of All Funds
6.6%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
48
Increased
137
Reduced
120
Closed
54
Calls
$216K
Puts
$234K
Net Calls
-$18K
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
251
Guidance Point Advisors
Massachusetts
$334K +$6.05K +125 +2%
RTS
252
Round Table Services
New Jersey
$332K
AAS
253
Avantax Advisory Services
Texas
$330K +$5.47K +113 +2%
BFM
254
Boston Financial Management
Massachusetts
$330K +$355K +7,326 New
PAG
255
Private Advisor Group
New Jersey
$329K +$58.4K +1,206 +20%
VFA
256
Valeo Financial Advisors
Indiana
$326K
PCIA
257
Prime Capital Investment Advisors
Kansas
$324K -$7.93M -163,834 -96%
GCM
258
Gables Capital Management
Florida
$320K
RJT
259
Raymond James Trust
Florida
$320K
WIC
260
Woodmont Investment Counsel
Tennessee
$320K
CL
261
CPWM LLC
Washington
$318K +$6.34K +131 +2%
ES
262
Eagle Strategies
New York
$315K +$6.15K +127 +2%
SSWM
263
Sheets Smith Wealth Management
North Carolina
$310K +$48.4K +1,000 +17%
SFS
264
Summit Financial Strategies
Ohio
$307K
IFA
265
Interactive Financial Advisors
Illinois
$307K +$17.6K +363 +6%
SWM
266
Southern Wealth Management
Texas
$303K -$4.78M -98,678 -94%
NHC
267
Nicholas Hoffman & Company
Georgia
$302K -$293K -6,047 -47%
FA
268
Flagstar Advisors
New York
$298K +$29.7K +614 +10%
LIM
269
Loudon Investment Management
New Hampshire
$297K -$16.4K -339 -5%
UCFA
270
United Capital Financial Advisors
Texas
$290K -$2.27K -47 -0.7%
AO
271
Advisor OS
Illinois
$283K +$304K +6,285 New
SB
272
Simmons Bank
Arkansas
$282K
CCB
273
Country Club Bank
Missouri
$279K +$56.4K +1,165 +23%
RC
274
RegentAtlantic Capital
New Jersey
$278K +$299K +6,171 New
WDL
275
Well Done LLC
Michigan
$276K -$96.4K -1,991 -25%

ACWX Hedge Fund Activity: Q2 2022 in Review

392 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2022, worth a combined $2.78B — down 15% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ACWX and 48 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 137 added.

The largest buyer was Bank of America, adding an estimated $73.2M. The largest seller was Aaron Wealth Advisors, cutting an estimated $287M.

  • 392 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2022, down from 403 in Q1 2022.
  • Funds reported $2.78B of iShares MSCI ACWI ex US ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 48 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2022 and 54 closed out, a net change of -6 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2022 was Bank of America, an estimated $73.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2022.