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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
G
276
GenTrust
Florida
$270K
FBFS
277
First Business Financial Services
Wisconsin
$266K +$18.9K +390 +7%
WTA
278
Washington Trust Advisors
Massachusetts
$263K
OHWP
279
Oak Harbor Wealth Partners
North Carolina
$262K
NEGWA
280
New England Guild Wealth Advisors
Connecticut
$257K -$63K -1,301 -19%
JIP
281
Jaffetilchin Investment Partners
Florida
$256K +$5.03K +104 +2%
NCM
282
Noesis Capital Mangement
Florida
$248K
RWM
283
Reston Wealth Management
Virginia
$247K +$3.53K +73 +1%
BEC
284
Blue Edge Capital
Virginia
$246K +$2.18K +45 +0.8%
SWP
285
Strategic Wealth Partners
Ohio
$246K -$22.2K -459 -8%
JSW
286
Journey Strategic Wealth
New Jersey
$242K +$260K +5,376 New
AFP
287
Ausdal Financial Partners
Iowa
$241K +$69.5K +1,435 +37%
BPA
288
Beacon Pointe Advisors
California
$239K -$148K -3,062 -37%
TIM
289
Tortoise Investment Management
New York
$239K
SPC
290
Sigma Planning Corp
Michigan
$235K +$145 +3 +0.1%
FWIA
291
Fort Washington Investment Advisors
Ohio
$229K +$246K +5,092 New
WANY
292
Wealthspire Advisors (New York)
New York
$228K +$16.8K +348 +7%
WWM
293
Windsor Wealth Management
Indiana
$227K
LFAS
294
Level Four Advisory Services
Texas
$224K
FRA
295
Frank Rimerman Advisors
California
$217K -$11.4K -235 -5%
CS
296
Credit Suisse
Switzerland
$217K -$18K -371 -8%
SMF
297
Sterling Manor Financial
New York
$216K -$2.04M -42,149 -90%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$214K
MWM
299
Mascoma Wealth Management
New Hampshire
$214K
VIA
300
Vident Investment Advisory
Georgia
$214K +$230K +4,749 New

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.