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iShares MSCI ACWI ex US ETF

392 hedge funds and large institutions have $2.78B invested in iShares MSCI ACWI ex US ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 120

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

8% less call options, than puts

Call options by funds: $216K | Put options by funds: $234K

3% less funds holding

Funds holding: 403392 (-11)

9.81% less ownership

Funds ownership: 79.06%69.25% (-9.8%)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

15% less capital invested

Capital invested by funds: $3.28B → $2.78B (-$503M)

Holders
392
Holders Change
-11
Holders Change %
-2.73%
% of All Funds
6.6%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
48
Increased
137
Reduced
120
Closed
54
Calls
$216K
Puts
$234K
Net Calls
-$18K
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
WealthShield Partners
North Carolina
$212K -$2.37K -49 -1%
SSCA
302
South Shore Capital Advisors
Massachusetts
$212K
B
303
Bensler
Washington
$211K +$4.11K +85 +2%
AL
304
Aspiriant LLC
California
$210K -$80.5K -1,663 -26%
CA
305
Cetera Advisors
Colorado
$209K +$1.65K +34 +0.7%
SWA
306
Stratos Wealth Advisors
Ohio
$209K +$30.8K +636 +16%
WPWM
307
Western Pacific Wealth Management
Illinois
$208K
CWP
308
Curated Wealth Partners
California
$204K +$220K +4,535 New
RCAG
309
Rehmann Capital Advisory Group
Michigan
$204K +$4.16K +86 +2%
AWE
310
Avidian Wealth Enterprises
Texas
$202K +$20.5K +423 +10%
MA
311
Montag & Associates
Georgia
$199K -$3.87K -80 -2%
BW
312
Bison Wealth
Georgia
$182K
DWP
313
Destiny Wealth Partners
Florida
$172K -$24.4K -505 -12%
HBW
314
Hazlett, Burt & Watson
West Virginia
$172K +$1.94K +40 +1%
AWM
315
Angeles Wealth Management
California
$162K
PTC
316
Private Trust Company
Ohio
$156K -$36.8K -760 -18%
MBFW
317
Morton Brown Family Wealth
Pennsylvania
$156K
RBC
318
Roble Belko & Company
Pennsylvania
$154K -$27.5K -569 -14%
HCA
319
Heck Capital Advisors
Wisconsin
$143K -$155K -3,210 -50%
MA
320
MCF Advisors
Kentucky
$131K
CHC
321
City Holding Co
West Virginia
$130K -$20.3K -420 -13%
LWA
322
Lowe Wealth Advisors
Maryland
$129K +$21.6K +447 +19%
EWA
323
EP Wealth Advisors
California
$113K -$578K -11,950 -83%
OA
324
Operose Advisors
Wisconsin
$113K
MCC
325
Money Concepts Capital
Florida
$111K -$48.2K -996 -29%

ACWX Hedge Fund Activity: Q2 2022 in Review

392 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2022, worth a combined $2.78B — down 15% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ACWX and 48 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 137 added.

The largest buyer was Bank of America, adding an estimated $73.2M. The largest seller was Aaron Wealth Advisors, cutting an estimated $287M.

  • 392 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2022, down from 403 in Q1 2022.
  • Funds reported $2.78B of iShares MSCI ACWI ex US ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 48 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2022 and 54 closed out, a net change of -6 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2022 was Bank of America, an estimated $73.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2022.