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iShares MSCI ACWI ex US ETF
ACWX

498 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

156% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 122

9% more funds holding

Funds holding: 457 → 498 (+41)

5% more capital invested

Capital invested by funds: $3.35B → $3.52B (+$173M)

3.32% more ownership

Funds ownership: 69.67% → 72.99% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
498
Holders Change
+41
Holders Change %
+8.97%
% of All Funds
6.56%
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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$140M
2
Lazard Asset Management
Lazard Asset Management
New York
+$41.2M
3
BlackRock
BlackRock
New York
+$40.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$32.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
FMI
Factory Mutual Insurance
Massachusetts
-$58.6M
2
SG Americas Securities
SG Americas Securities
New York
-$25M
3
C
Cliffwater
California
-$16.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.5M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
276
DKM Wealth Management
California
$682K +$715K +13,080 New
MGWM
277
Marks Group Wealth Management
Minnesota
$665K +$10.2K +186 +1%
SAG
278
SageView Advisory Group
California
$657K +$9.85K +180 +1%
HB
279
HTLF Bank
Colorado
$654K -$62.3K -1,139 -8%
WCM Investment Management
280
WCM Investment Management
California
$651K +$682K +12,463 New
CAM
281
Chesapeake Asset Management
New York
$637K – – –
WANY
282
Wealthspire Advisors (New York)
New York
$633K +$142K +2,594 +27%
CP
283
Canopy Partners
Ohio
$632K – – –
Jones Financial Companies
284
Jones Financial Companies
Missouri
$632K +$500K +9,141 +308%
VNIM
285
Vaughan Nelson Investment Management
Texas
$631K +$662K +12,100 New
ERIC
286
Eagle Rock Investment Company
Georgia
$626K – – –
M&T Bank
287
M&T Bank
New York
$626K – – –
LCG
288
Lakeshore Capital Group
Illinois
$622K +$652K +11,917 New
OFS
289
Oldfather Financial Services
Nebraska
$611K +$656 +12 +0.1%
PWMAG
290
Pinnacle Wealth Management Advisory Group
New Jersey
$602K -$7.11K -130 -1%
MCM
291
Maple Capital Management
Vermont
$596K -$19.3K -353 -3%
TSS
292
Two Sigma Securities
New York
$589K +$618K +11,295 New
MFG
293
Merit Financial Group
Georgia
$580K +$34.5K +630 +6%
WIA
294
World Investment Advisors
California
$575K +$603K +11,015 New
TWC
295
TD Waterhouse Canada
Ontario, Canada
$574K +$6.89K +126 +1%
FCI
296
Financial Counselors Inc
Kansas
$572K – – –
CFA
297
Cahill Financial Advisors
Minnesota
$569K +$2.46K +45 +0.4%
SWTS
298
Stonehaven Wealth & Tax Solutions
Wisconsin
$558K +$585K +10,693 New
HF
299
HRT Financial
New York
$550K +$577K +10,551 New
IAS
300
Insigneo Advisory Services
Florida
$546K -$74.8K -1,368 -12%
10 11
12
13 14

ACWX Hedge Fund Activity: Q4 2024 in Review

498 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2024, worth a combined $3.52B — up 5.2% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ACWX positions and 32 closed out — a net gain of 50 holders — while 185 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $140M. The largest seller was Factory Mutual Insurance, cutting an estimated $58.6M.

  • 498 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2024, up from 457 in Q3 2024.
  • Funds reported $3.52B of iShares MSCI ACWI ex US ETF stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 82 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2024 and 32 closed out, a net change of +50 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2024 was Bank of America, an estimated $140M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2024 was Factory Mutual Insurance, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.