We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

457 hedge funds and large institutions have $3.35B invested in iShares MSCI ACWI ex US ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

2% more funds holding

Funds holding: 448457 (+9)

2% less capital invested

Capital invested by funds: $3.4B → $3.35B (-$52.3M)

5.69% less ownership

Funds ownership: 75.37%69.67% (-5.7%)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.56%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
42
Increased
114
Reduced
154
Closed
31
Calls
Puts
$309K
Net Calls
-$309K
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
276
Stratos Wealth Partners
Ohio
$538K +$11.7K +215 +2%
9WM
277
9258 Wealth Management
Ohio
$532K
Bank of Montreal
278
Bank of Montreal
Ontario, Canada
$531K -$23.2M -426,462 -98%
Qube Research & Technologies (QRT)
279
Qube Research & Technologies (QRT)
United Kingdom
$526K +$161K +2,955 +47%
PTC
280
Philadelphia Trust Company
Pennsylvania
$522K
FA
281
Financial Advisors
Massachusetts
$504K
FFN
282
Focus Financial Network
Minnesota
$498K -$16.9K -310 -3%
NEPPG
283
New England Professional Planning Group
Rhode Island
$491K
TC
284
TownSquare Capital
Utah
$481K
VA
285
Vident Advisory
Georgia
$480K -$54 -1 -0%
RJT
286
Raymond James Trust
Florida
$477K
EB
287
Eastern Bank
Massachusetts
$476K +$454K +8,327 New
Empower Advisory Group
288
Empower Advisory Group
Colorado
$466K
GM
289
Granger Management
New York
$462K -$609K -11,176 -58%
DWT
290
Dorsey & Whitney Trust
South Dakota
$458K
PTC
291
Private Trust Company
Ohio
$456K
PFM
292
Phillips Financial Management
Indiana
$455K
LIM
293
Loudon Investment Management
New Hampshire
$454K +$15.3K +281 +4%
AAS
294
Avantax Advisory Services
Texas
$452K +$430K +7,896 New
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$450K -$128K -2,345 -23%
CWM
296
Cahaba Wealth Management
Georgia
$449K
MRI
297
Mad River Investors
Massachusetts
$443K
CGFA
298
Colton Groome Financial Advisors
North Carolina
$443K +$15.1K +278 +4%
HS
299
Horan Securities
United States
$443K +$421K +7,736 New
MM
300
Main Management
California
$439K

ACWX Hedge Fund Activity: Q3 2024 in Review

457 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2024, worth a combined $3.35B — down 1.5% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACWX positions and 31 closed out — a net gain of 11 holders — while 114 added to existing stakes and 154 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $114M.

  • 457 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2024, up from 448 in Q2 2024.
  • Funds reported $3.35B of iShares MSCI ACWI ex US ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 42 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2024 and 31 closed out, a net change of +11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2024 was SG Americas Securities, an estimated $23.8M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2024 was Jane Street, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.