We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

363 hedge funds and large institutions have $2.6B invested in iShares MSCI ACWI ex US ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 129 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.27% more ownership

Funds ownership: 69.25%75.52% (+6.3%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

6% less capital invested

Capital invested by funds: $2.78B → $2.6B (-$180M)

7% less funds holding

Funds holding: 392363 (-29)

26% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 129

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

99% less call options, than puts

Call options by funds: $572K | Put options by funds: $41.3M

Holders
363
Holders Change
-29
Holders Change %
-7.4%
% of All Funds
6.25%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
37
Increased
95
Reduced
129
Closed
61
Calls
$572K
Puts
$41.3M
Net Calls
-$40.7M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
MCF Advisors
Kentucky
$104K -$13.6K -305 -10%
OA
302
Operose Advisors
Wisconsin
$101K
HCA
303
Heck Capital Advisors
Wisconsin
$99.5K -$30.6K -687 -22%
LDFR
304
Lehman & Derafelo Financial Resources
Pennsylvania
$88K
TRCT
305
Tower Research Capital (TRC)
New York
$88K +$97.5K +2,192 New
HL
306
Harding Loevner
New Jersey
$86K -$44.4M -998,553 -100%
BFPW
307
BOK Financial Private Wealth
Colorado
$83K -$4.67K -105 -5%
FA
308
Faithward Advisors
Pennsylvania
$81K
HBW
309
Hazlett, Burt & Watson
West Virginia
$71K -$93.8K -2,109 -55%
OPW
310
Oxler Private Wealth
New York
$67K +$31.1K +700 New
GWMI
311
Guardian Wealth Management (Illinois)
Illinois
$64K
HFS
312
Hantz Financial Services
Michigan
$59K -$4.85K -109 -7%
FFA
313
Founders Financial Alliance
North Carolina
$51K
TF
314
TimeScale Financial
Massachusetts
$47K
WBC
315
West Branch Capital
Massachusetts
$46K
TFS
316
TrustCore Financial Services
Tennessee
$45K
GIA
317
Goodwin Investment Advisory
Georgia
$42K -$1.51K -34 -3%
MA
318
MUFG Americas
New York
$39K
HCP
319
Hexagon Capital Partners
Arkansas
$39K +$43.6K +980 New
HS
320
Horan Securities
United States
$38K
DWMG
321
DB Wealth Management Group
California
$33K
CAL
322
Capital Advisors Ltd
Ohio
$31K
LFASL
323
Lugano Financial Advisors SA (LFA)
Switzerland
$29K
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$28K
CFB
325
Cullen/Frost Bankers
Texas
$26K

ACWX Hedge Fund Activity: Q3 2022 in Review

363 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2022, worth a combined $2.6B — down 6.5% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ACWX and 37 opened new positions — a net loss of 24 holders — while 129 trimmed existing stakes and 95 added.

The largest buyer was Allspring Global Investments, adding an estimated $93.2M. The largest seller was Harding Loevner, cutting an estimated $44.4M.

  • 363 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2022, down from 392 in Q2 2022.
  • Funds reported $2.6B of iShares MSCI ACWI ex US ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
  • 37 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2022 and 61 closed out, a net change of -24 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2022 was Allspring Global Investments, an estimated $93.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2022 was Harding Loevner, an estimated $44.4M sold.

Based on aggregated 13F filings for Q3 2022.