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iShares MSCI ACWI ex US ETF
ACWX

422 hedge funds and large institutions have $3.01B invested in iShares MSCI ACWI ex US ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 130 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

2% more funds holding

Funds holding: 415 → 422 (+7)

1% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 129

2.32% less ownership

Funds ownership: 73.08% → 70.76% (-2.3%)

7% less capital invested

Capital invested by funds: $3.26B → $3.01B (-$242M)

17% less funds holding in top 10

Funds holding in top 10: 23 → 19 (-4)

Holders
422
Holders Change
+7
Holders Change %
+1.69%
% of All Funds
6.7%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.3%
New
35
Increased
130
Reduced
129
Closed
25
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
-$307K

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$34.6M
2
Goldman Sachs
Goldman Sachs
New York
+$33.2M
3
Bank of America
Bank of America
North Carolina
+$26.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$21.9M
5
FMI
Factory Mutual Insurance
Massachusetts
+$13.9M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$136M
2
Cerity Partners
Cerity Partners
New York
-$28.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.6M
4
DS
DRW Securities
Illinois
-$25.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOH
251
First National Bank of Hutchinson
Kansas
$464K +$1.22K +25 +0.3%
CG
252
Cynosure Group
Utah
$453K +$472K +9,643 New
MFG
253
Magnus Financial Group
New York
$453K +$143K +2,921 +43%
MWM
254
Meridian Wealth Management
Kentucky
$452K +$235K +4,810 +100%
FCI
255
Financial Counselors Inc
Kansas
$452K – – –
WDL
256
Well Done LLC
Michigan
$444K +$200K +4,087 +76%
AC
257
Annandale Capital
Texas
$444K – – –
PTC
258
Philadelphia Trust Company
Pennsylvania
$428K – – –
PA
259
Parallel Advisors
California
$425K +$172K +3,510 +63%
HIA
260
Harbor Investment Advisory
Maryland
$425K -$318K -6,500 -42%
FFN
261
Focus Financial Network
Minnesota
$421K -$3.52K -72 -0.8%
DCM
262
Dimension Capital Management
Florida
$419K – – –
SWP
263
Stratos Wealth Partners
Ohio
$409K – – –
VA
264
Vident Advisory
Georgia
$394K +$410K +8,383 New
PFM
265
Phillips Financial Management
Indiana
$387K – – –
CCM
266
Cullen Capital Management
New York
$386K -$34.6K -708 -8%
Empower Advisory Group
267
Empower Advisory Group
Colorado
$383K – – –
MRI
268
Mad River Investors
Massachusetts
$382K – – –
AWM
269
AllSquare Wealth Management
New York
$377K -$4.36K -89 -1%
DWT
270
Dorsey & Whitney Trust
South Dakota
$376K – – –
CWM
271
Cahaba Wealth Management
Georgia
$371K – – –
CFA
272
Cahill Financial Advisors
Minnesota
$366K -$140K -2,852 -27%
SPIA
273
Steward Partners Investment Advisory
New York
$363K -$1.03K -21 -0.3%
AFWM
274
AMJ Financial Wealth Management
Virginia
$360K -$722K -14,757 -66%
MCM
275
Maple Capital Management
Vermont
$346K +$93.3K +1,907 +35%
9 10
11
12 13

ACWX Hedge Fund Activity: Q3 2023 in Review

422 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2023, worth a combined $3.01B — down 7.4% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ACWX positions and 25 closed out — a net gain of 10 holders — while 130 added to existing stakes and 129 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $34.6M. The largest seller was Flow Traders U.S., cutting an estimated $136M.

  • 422 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2023, up from 415 in Q2 2023.
  • Funds reported $3.01B of iShares MSCI ACWI ex US ETF stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 35 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2023 and 25 closed out, a net change of +10 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2023 was Old Mission Capital, an estimated $34.6M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2023 was Flow Traders U.S., an estimated $136M sold.

Based on aggregated 13F filings for Q3 2023.