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iShares MSCI ACWI ex US ETF

440 hedge funds and large institutions have $3.41B invested in iShares MSCI ACWI ex US ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1% less capital invested

Capital invested by funds: $3.45B → $3.41B (-$40.9M)

2.86% less ownership

Funds ownership: 73.84%70.99% (-2.9%)

4% less funds holding

Funds holding: 457440 (-17)

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

34% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 164

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $592K

Holders
440
Holders Change
-17
Holders Change %
-3.72%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
35
Increased
109
Reduced
164
Closed
46
Calls
Puts
$592K
Net Calls
-$592K
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
276
Phillips Financial Management
Indiana
$425K
9WM
277
9258 Wealth Management
Ohio
$419K -$6.88K -134 -2%
WAG
278
Winthrop Advisory Group
Massachusetts
$418K
LIM
279
Loudon Investment Management
New Hampshire
$415K -$35.9K -700 -8%
MRI
280
Mad River Investors
Massachusetts
$414K -$19.4K -378 -5%
CWM
281
Cahaba Wealth Management
Georgia
$413K -$13.8K -269 -3%
MM
282
Main Management
California
$409K +$58.4K +1,138 +17%
PAG
283
Private Advisor Group
New Jersey
$402K +$386K +7,526 New
RW
284
Regimen Wealth
Georgia
$390K
AWA
285
Acorn Wealth Advisors
Michigan
$382K -$8.98K -175 -2%
WIC
286
Woodmont Investment Counsel
Tennessee
$379K
IFA
287
Interactive Financial Advisors
Illinois
$376K -$136K -2,642 -27%
SMWM
288
Silvia McColl Wealth Management
California
$369K
CGA
289
Crescent Grove Advisors
Illinois
$364K
HT
290
Headlands Technologies
Illinois
$360K +$346K +6,743 New
MCP
291
Mirador Capital Partners
California
$357K +$67.8K +1,320 +25%
SCM
292
Seascape Capital Management
New Hampshire
$355K
CGFA
293
Colton Groome Financial Advisors
North Carolina
$350K +$28.5K +555 +9%
SB
294
Strategic Blueprint
Georgia
$343K +$28.7K +560 +10%
SFS
295
Summit Financial Strategies
Ohio
$331K
IA
296
IFP Advisors
Florida
$330K -$3.18K -62 -1%
NA
297
Nottingham Advisors
New York
$329K
GCM
298
Gables Capital Management
Florida
$326K
G
299
GenTrust
Florida
$320K
OA
300
Operose Advisors
Wisconsin
$319K -$368K -7,171 -55%

ACWX Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q1 2024, worth a combined $3.41B — down 1.2% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWX and 35 opened new positions — a net loss of 11 holders — while 164 trimmed existing stakes and 109 added.

The largest buyer was Flow Traders U.S., adding an estimated $45.4M. The largest seller was Morgan Stanley, cutting an estimated $219M.

  • 440 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q1 2024, down from 457 in Q4 2023.
  • Funds reported $3.41B of iShares MSCI ACWI ex US ETF stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares MSCI ACWI ex US ETF positions in Q1 2024 and 46 closed out, a net change of -11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $45.4M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q1 2024 was Morgan Stanley, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2024.