We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF
ACWX

422 hedge funds and large institutions have $3.01B invested in iShares MSCI ACWI ex US ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 130 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

2% more funds holding

Funds holding: 415 → 422 (+7)

1% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 129

2.32% less ownership

Funds ownership: 73.08% → 70.76% (-2.3%)

7% less capital invested

Capital invested by funds: $3.26B → $3.01B (-$242M)

17% less funds holding in top 10

Funds holding in top 10: 23 → 19 (-4)

Holders
422
Holders Change
+7
Holders Change %
+1.69%
% of All Funds
6.7%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.3%
New
35
Increased
130
Reduced
129
Closed
25
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
-$307K

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$34.6M
2
Goldman Sachs
Goldman Sachs
New York
+$33.2M
3
Bank of America
Bank of America
North Carolina
+$26.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$21.9M
5
FMI
Factory Mutual Insurance
Massachusetts
+$13.9M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$136M
2
Cerity Partners
Cerity Partners
New York
-$28.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.6M
4
DS
DRW Securities
Illinois
-$25.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
301
Relative Value Partners Group
$276K -$445K -9,097 -61%
BFM
302
Boston Financial Management
Massachusetts
$275K – – –
FFM
303
Forum Financial Management
Illinois
$269K – – –
HSA
304
HBK Sorce Advisory
Pennsylvania
$266K -$46.6K -953 -14%
SEI Investments
305
SEI Investments
Pennsylvania
$259K +$269K +5,506 New
AIP
306
ARS Investment Partners
New York
$252K – – –
MWP
307
Madison Wealth Partners
Wisconsin
$250K – – –
TIM
308
Tortoise Investment Management
New York
$250K – – –
SFG
309
Summit Financial Group
West Virginia
$248K +$5.14K +105 +2%
SNB
310
Security National Bank
Nebraska
$246K +$18.7K +383 +8%
IIC
311
Ironwood Investment Counsel
Arizona
$245K – – –
ONB
312
Old National Bancorp
Indiana
$244K – – –
WWM
313
Windsor Wealth Management
Indiana
$241K – – –
DWM
314
Dakota Wealth Management
Florida
$236K -$9.79K -200 -4%
LFAS
315
Level Four Advisory Services
Texas
$234K – – –
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$233K +$242K +4,952 New
HCM
317
Howland Capital Management
Massachusetts
$231K -$24.5K -500 -9%
BPWM
318
Badgley Phelps Wealth Managers
Washington
$228K -$154K -3,148 -39%
FRA
319
Frank Rimerman Advisors
California
$227K – – –
M&T Bank
320
M&T Bank
New York
$227K -$5.14K -105 -2%
WC
321
Westwind Capital
New Mexico
$224K +$1.86K +38 +0.8%
WP
322
WealthShield Partners
North Carolina
$224K +$2.54K +52 +1%
MWM
323
Mascoma Wealth Management
New Hampshire
$224K – – –
GPA
324
Guidance Point Advisors
Massachusetts
$222K +$979 +20 +0.4%
USCWA
325
U.S. Capital Wealth Advisors
Texas
$221K – – –
11 12
13
14 15

ACWX Hedge Fund Activity: Q3 2023 in Review

422 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2023, worth a combined $3.01B — down 7.4% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ACWX positions and 25 closed out — a net gain of 10 holders — while 130 added to existing stakes and 129 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $34.6M. The largest seller was Flow Traders U.S., cutting an estimated $136M.

  • 422 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2023, up from 415 in Q2 2023.
  • Funds reported $3.01B of iShares MSCI ACWI ex US ETF stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 35 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2023 and 25 closed out, a net change of +10 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2023 was Old Mission Capital, an estimated $34.6M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2023 was Flow Traders U.S., an estimated $136M sold.

Based on aggregated 13F filings for Q3 2023.