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
RJT
251
Raymond James Trust
Florida
$284K
WIC
252
Woodmont Investment Counsel
Tennessee
$284K
SPIA
253
Steward Partners Investment Advisory
New York
$283K -$359K -8,067 -53%
CL
254
CPWM LLC
Washington
$283K
FA
255
Flagstar Advisors
New York
$282K +$19K +426 +6%
BFM
256
Boston Financial Management
Massachusetts
$282K -$11.8K -266 -4%
ES
257
Eagle Strategies
New York
$281K +$1.11K +25 +0.4%
LIM
258
Loudon Investment Management
New Hampshire
$279K +$16.7K +376 +6%
IFA
259
Interactive Financial Advisors
Illinois
$278K +$9.39K +211 +3%
SFS
260
Summit Financial Strategies
Ohio
$273K
Squarepoint
261
Squarepoint
New York
$272K +$303K +6,810 New
NHC
262
Nicholas Hoffman & Company
Georgia
$268K
GCA
263
Greenwood Capital Associates
South Carolina
$268K +$298K +6,690 New
UCFA
264
United Capital Financial Advisors
Texas
$257K -$1.16K -26 -0.4%
SB
265
Simmons Bank
Arkansas
$251K
AIP
266
Almanack Investment Partners
Pennsylvania
$250K +$277K +6,231 New
G
267
GenTrust
Florida
$240K
FBFS
268
First Business Financial Services
Wisconsin
$236K
SSWM
269
Sheets Smith Wealth Management
North Carolina
$235K -$44.5K -1,000 -15%
CCB
270
Country Club Bank
Missouri
$235K -$14K -315 -5%
WTA
271
Washington Trust Advisors
Massachusetts
$234K
OHWP
272
Oak Harbor Wealth Partners
North Carolina
$233K
WANY
273
Wealthspire Advisors (New York)
New York
$233K +$33.9K +762 +15%
JIP
274
Jaffetilchin Investment Partners
Florida
$228K
SWA
275
Stratos Wealth Advisors
Ohio
$226K +$44.4K +998 +21%

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.