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iShares MSCI ACWI ex US ETF

448 hedge funds and large institutions have $3.4B invested in iShares MSCI ACWI ex US ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 160 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 32

20% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 133

4.38% more ownership

Funds ownership: 70.99%75.37% (+4.4%)

2% more funds holding

Funds holding: 440448 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% less capital invested

Capital invested by funds: $3.41B → $3.4B (-$15.3M)

99% less call options, than puts

Call options by funds: $43K | Put options by funds: $5.36M

Holders
448
Holders Change
+8
Holders Change %
+1.82%
% of All Funds
6.47%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
47
Increased
160
Reduced
133
Closed
32
Calls
$43K
Puts
$5.36M
Net Calls
-$5.31M
Net Calls Change
-$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
251
Ironwood Investment Counsel
Arizona
$603K
DAS
252
Dynamic Advisor Solutions
Arizona
$594K +$18K +337 +3%
WA
253
WBH Advisory
Maryland
$589K +$113K +2,116 +24%
TWC
254
TD Waterhouse Canada
Ontario, Canada
$589K -$12.3K -230 -2%
FCI
255
Financial Counselors Inc
Kansas
$582K +$46.7K +875 +9%
CFA
256
Cahill Financial Advisors
Minnesota
$577K +$2.4K +45 +0.4%
BCI
257
Brinker Capital Investments
Pennsylvania
$571K +$573K +10,750 New
OPS
258
Orion Portfolio Solutions
Nebraska
$571K +$573K +10,750 New
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$553K -$70.2K -1,317 -11%
OC
260
Oarsman Capital
Wisconsin
$552K -$537K -10,067 -49%
WN
261
Williams & Novak
California
$547K -$3.84K -72 -0.7%
KIM
262
Karpus Investment Management
New York
$545K -$285K -5,347 -34%
AC
263
Annandale Capital
Texas
$534K +$53 +1 +0%
PP
264
Pegasus Partners
Wisconsin
$531K
MFG
265
Magnus Financial Group
New York
$522K +$54.6K +1,023 +12%
TPWA
266
Twin Peaks Wealth Advisors
California
$521K +$19.9K +373 +4%
MFS
267
Madrona Financial Services
Washington
$518K +$520K +9,746 New
RIG
268
RiverFront Investment Group
Virginia
$518K +$520K +9,742 New
CG
269
Cynosure Group
Utah
$512K
MIS
270
Morningstar Investment Services
Illinois
$505K +$507K +9,512 New
9WM
271
9258 Wealth Management
Ohio
$494K +$77.3K +1,449 +18%
FNBOO
272
First National Bank of Omaha
Nebraska
$494K -$48.2K -904 -9%
FFN
273
Focus Financial Network
Minnesota
$493K +$7.04K +132 +1%
GS
274
GTS Securities
New York
$493K +$495K +9,272 New
PA
275
Parallel Advisors
California
$492K -$51.5K -965 -9%

ACWX Hedge Fund Activity: Q2 2024 in Review

448 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2024, worth a combined $3.4B — down 0.45% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ACWX positions and 32 closed out — a net gain of 15 holders — while 160 added to existing stakes and 133 trimmed.

The largest buyer was Jane Street, adding an estimated $106M. The largest seller was Wellington Management Group, cutting an estimated $40.4M.

  • 448 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2024, up from 440 in Q1 2024.
  • Funds reported $3.4B of iShares MSCI ACWI ex US ETF stock for Q2 2024, down 0.45% quarter-over-quarter.
  • 47 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2024 and 32 closed out, a net change of +15 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2024 was Jane Street, an estimated $106M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2024 was Wellington Management Group, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2024.