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iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

497 hedge funds and large institutions have $3.52B invested in iShares MSCI ACWI ex US ETF in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 185 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+41
Holders Change %
+8.99%
% of All Funds
6.62%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
82
Increased
185
Reduced
122
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$133M
2
Lazard Asset Management
Lazard Asset Management
New York
+$39.3M
3
BlackRock
BlackRock
New York
+$38.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$30.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$22.6M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
-$55.8M
2
SG Americas Securities
SG Americas Securities
New York
-$25M
3
C
Cliffwater
California
-$16M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.7M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
276
DKM Wealth Management
California
$682K +$682K +13,080 New
MGWM
277
Marks Group Wealth Management
Minnesota
$665K +$9.7K +186 +1%
SAG
278
SageView Advisory Group
California
$657K +$9.39K +180 +1%
HB
279
HTLF Bank
Colorado
$654K -$59.4K -1,139 -8%
WCM Investment Management
280
WCM Investment Management
California
$651K +$651K +12,463 New
WANY
281
Wealthspire Advisors (New York)
New York
$633K +$135K +2,594 +27%
CP
282
Canopy Partners
Ohio
$632K – – –
Jones Financial Companies
283
Jones Financial Companies
Missouri
$632K +$477K +9,141 +308%
VNIM
284
Vaughan Nelson Investment Management
Texas
$631K +$631K +12,100 New
ERIC
285
Eagle Rock Investment Company
Georgia
$626K – – –
M&T Bank
286
M&T Bank
New York
$626K – – –
LCG
287
Lakeshore Capital Group
Illinois
$622K +$622K +11,917 New
OFS
288
Oldfather Financial Services
Nebraska
$611K +$626 +12 +0.1%
PWMAG
289
Pinnacle Wealth Management Advisory Group
New Jersey
$602K -$6.78K -130 -1%
MCM
290
Maple Capital Management
Vermont
$596K -$18.4K -353 -3%
TSS
291
Two Sigma Securities
New York
$589K +$589K +11,295 New
MFG
292
Merit Financial Group
Georgia
$580K +$32.9K +630 +6%
WIA
293
World Investment Advisors
California
$575K +$575K +11,015 New
TWC
294
TD Waterhouse Canada
Ontario, Canada
$574K +$6.57K +126 +1%
FCI
295
Financial Counselors Inc
Kansas
$572K – – –
CFA
296
Cahill Financial Advisors
Minnesota
$569K +$2.35K +45 +0.4%
SWTS
297
Stonehaven Wealth & Tax Solutions
Wisconsin
$558K +$558K +10,693 New
HF
298
HRT Financial
New York
$550K +$550K +10,551 New
IAS
299
Insigneo Advisory Services
Florida
$546K -$71.4K -1,368 -12%
OC
300
Oarsman Capital
Wisconsin
$540K +$173K +3,310 +47%
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