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iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

406 hedge funds and large institutions have $3.1B invested in iShares MSCI ACWI ex US ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 144 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-16
Holders Change %
-3.79%
% of All Funds
6.5%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
48
Increased
93
Reduced
144
Closed
53
Calls
$20K
Puts
–
Net Calls
+$20K
Net Calls Change
-$480K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$115M
2
FTUS
2
Flow Traders U.S.
New York
$53.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$66.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$213M
5
DS
5
DRW Securities
Illinois
$26.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$253M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$12.1M
3
BlackRock
3
BlackRock
New York
$185M
4
FMI
4
Factory Mutual Insurance
Massachusetts
$22.9M
5
HL
5
Harding Loevner
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
301
HBK Sorce Advisory
Pennsylvania
$248K -$489K -10,032 -66%
WANY
302
Wealthspire Advisors (New York)
New York
$247K – – –
BFA
303
Bragg Financial Advisors
North Carolina
$243K – – –
LFAS
304
Level Four Advisory Services
Texas
$243K – – –
SG
305
StoneX Group
New York
$242K +$242K +4,961 New
EP
306
EPIQ Partners
Minnesota
$237K +$237K +4,850 New
MWM
307
Mascoma Wealth Management
New Hampshire
$236K – – –
Citigroup
308
Citigroup
New York
$236K -$33.7K -691 -13%
FRA
309
Frank Rimerman Advisors
California
$236K – – –
WP
310
WealthShield Partners
North Carolina
$232K -$1.66K -34 -0.7%
SNB
311
Security National Bank
Nebraska
$231K +$231K +4,739 New
OC
312
Oarsman Capital
Wisconsin
$231K +$231K +4,732 New
WC
313
Westwind Capital
New Mexico
$230K -$1.61K -33 -0.7%
B
314
Bensler
Washington
$228K – – –
AL
315
Aspiriant LLC
California
$228K – – –
VA
316
Valmark Advisers
Ohio
$226K +$226K +4,642 New
GPA
317
Guidance Point Advisors
Massachusetts
$225K +$7.32K +150 +3%
LPAM
318
Lodestar Private Asset Management
California
$220K – – –
RCAG
319
Rehmann Capital Advisory Group
Michigan
$219K +$2.24K +46 +1%
NC
320
NovaPoint Capital
Georgia
$216K – – –
CAM
321
Cozad Asset Management
Illinois
$215K +$215K +4,412 New
OA
322
Operose Advisors
Wisconsin
$213K – – –
NPF
323
Norris Perne & French
Michigan
$211K +$211K +4,322 New
RC
324
Roundview Capital
New Jersey
$210K +$210K +4,299 New
FIM
325
Freedom Investment Management
Connecticut
$208K +$208K +4,275 New
11 12
13
14 15