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
Citigroup
276
Citigroup
New York
$224K -$102K -2,294 -29%
TWM
277
Thrive Wealth Management
Pennsylvania
$221K +$246K +5,522 New
NCM
278
Noesis Capital Mangement
Florida
$220K
RWM
279
Reston Wealth Management
Virginia
$219K
WDL
280
Well Done LLC
Michigan
$218K -$30.7K -689 -11%
TIM
281
Tortoise Investment Management
New York
$212K
BPA
282
Beacon Pointe Advisors
California
$212K +$1.65K +37 +0.7%
PCIA
283
Prime Capital Investment Advisors
Kansas
$209K -$87.7K -1,972 -27%
SPC
284
Sigma Planning Corp
Michigan
$209K
WWM
285
Windsor Wealth Management
Indiana
$208K -$1.25K -28 -0.5%
ONB
286
Old National Bancorp
Indiana
$204K -$201K -4,509 -47%
MWM
287
Mascoma Wealth Management
New Hampshire
$190K
HWA
288
Heritage Wealth Advisors
Virginia
$178K +$198K +4,458 New
MA
289
Montag & Associates
Georgia
$177K
TWC
290
TD Waterhouse Canada
Ontario, Canada
$163K +$69.8K +1,569 +65%
PTC
291
Private Trust Company
Ohio
$158K +$21.2K +477 +14%
AAP
292
Arax Advisory Partners
Colorado
$153K +$170K +3,817 New
AWM
293
Angeles Wealth Management
California
$144K
MBFW
294
Morton Brown Family Wealth
Pennsylvania
$139K
RBC
295
Roble Belko & Company
Pennsylvania
$137K
HIA
296
Harbor Investment Advisory
Maryland
$122K +$107K +2,400 +369%
BCP
297
Blue Chip Partners
Michigan
$117K +$130K +2,931 New
DWP
298
Destiny Wealth Partners
Florida
$115K -$42.5K -956 -25%
LWA
299
Lowe Wealth Advisors
Maryland
$114K
CHC
300
City Holding Co
West Virginia
$110K -$5.79K -130 -5%

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.