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iShares MSCI ACWI ex US ETF
ACWX

422 hedge funds and large institutions have $3.12B invested in iShares MSCI ACWI ex US ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 118 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 33

26% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $1.9M

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

20% more capital invested

Capital invested by funds: $2.6B → $3.12B (+$521M)

16% more funds holding

Funds holding: 363 → 422 (+59)

0.23% less ownership

Funds ownership: 75.52% → 75.29% (-0.23%)

12% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 134

Holders
422
Holders Change
+59
Holders Change %
+16.25%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
100
Increased
118
Reduced
134
Closed
33
Calls
$2.4M
Puts
$1.9M
Net Calls
+$500K
Net Calls Change
+$41.2M

Top Buyers

Rank Fund Capital Flow
1
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$96.6M
2
BlackRock
BlackRock
New York
+$84.9M
3
Bank of America
Bank of America
North Carolina
+$41.3M
4
HL
Harding Loevner
New Jersey
+$26M
5
FMI
Factory Mutual Insurance
Massachusetts
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$86.8M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$47.3M
3
FTUS
Flow Traders U.S.
New York
-$32.6M
4
RFC
Regions Financial Corp
Alabama
-$32.2M
5
Morgan Stanley
Morgan Stanley
New York
-$20M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
301
Boston Financial Management
Massachusetts
$266K -$52.9K -1,206 -17%
DWM
302
Dakota Wealth Management
Florida
$261K -$153K -3,491 -38%
HF
303
HRT Financial
New York
$258K +$249K +5,685 New
ECG
304
Edge Capital Group
Georgia
$255K +$245K +5,597 New
NCM
305
Noesis Capital Mangement
Florida
$253K – – –
Citigroup
306
Citigroup
New York
$252K -$2.9K -66 -1%
MA
307
Mutual Advisors
Nebraska
$248K +$239K +5,448 New
WDL
308
Well Done LLC
Michigan
$247K – – –
ONB
309
Old National Bancorp
Indiana
$247K +$14.5K +330 +6%
WWM
310
Windsor Wealth Management
Indiana
$243K – – –
TIM
311
Tortoise Investment Management
New York
$242K – – –
SPC
312
Sigma Planning Corp
Michigan
$237K +$88 +2 +0%
BPA
313
Beacon Pointe Advisors
California
$236K -$6.58K -150 -3%
WANY
314
Wealthspire Advisors (New York)
New York
$230K -$33.4K -762 -13%
BFA
315
Bragg Financial Advisors
North Carolina
$227K +$219K +4,990 New
LFAS
316
Level Four Advisory Services
Texas
$227K +$219K +4,985 New
AFWM
317
AMJ Financial Wealth Management
Virginia
$220K +$212K +4,843 New
FRA
318
Frank Rimerman Advisors
California
$220K +$212K +4,829 New
WP
319
WealthShield Partners
North Carolina
$218K +$210K +4,792 New
MWM
320
Mascoma Wealth Management
New Hampshire
$217K – – –
WC
321
Westwind Capital
New Mexico
$216K +$209K +4,755 New
WGCA
322
Wolf Group Capital Advisors
Virginia
$215K +$207K +4,718 New
B
323
Bensler
Washington
$213K +$205K +4,681 New
AL
324
Aspiriant LLC
California
$213K +$205K +4,671 New
MA
325
Montag & Associates
Georgia
$208K +$6.58K +150 +3%
11 12
13
14 15

ACWX Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2022, worth a combined $3.12B — up 20% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ACWX positions and 33 closed out — a net gain of 67 holders — while 118 added to existing stakes and 134 trimmed.

The largest buyer was RhumbLine Advisers, opening a new position worth an estimated $96.6M. The largest seller was Wellington Management Group, cutting an estimated $86.8M.

  • 422 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2022, up from 363 in Q3 2022.
  • Funds reported $3.12B of iShares MSCI ACWI ex US ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 100 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2022 and 33 closed out, a net change of +67 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2022 was RhumbLine Advisers, an estimated $96.6M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2022 was Wellington Management Group, an estimated $86.8M sold.

Based on aggregated 13F filings for Q4 2022.