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iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

439 hedge funds and large institutions have $3.41B invested in iShares MSCI ACWI ex US ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
-17
Holders Change %
-3.73%
% of All Funds
6.36%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
35
Increased
109
Reduced
164
Closed
46
Calls
–
Puts
$592K
Net Calls
-$592K
Net Calls Change
+$34.5M

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$49M
2
Jane Street
2
Jane Street
New York
$39M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$123M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$67M
5
OMC
5
Old Mission Capital
Illinois
$27.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$249M
2
Bank of America
2
Bank of America
North Carolina
$261M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$62M
4
BlackRock
4
BlackRock
New York
$234M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
301
Boston Financial Management
Massachusetts
$313K – – –
QCM
302
Quantinno Capital Management
New York
$306K +$306K +5,739 New
FFM
303
Forum Financial Management
Illinois
$306K – – –
WPW
304
Waldron Private Wealth
Pennsylvania
$303K +$303K +5,670 New
SW
305
SlateStone Wealth
Florida
$302K -$3.79K -71 -1%
RVPG
306
Relative Value Partners Group
$299K – – –
Bank of Nova Scotia
307
Bank of Nova Scotia
Ontario, Canada
$288K +$288K +5,390 New
VFA
308
Valeo Financial Advisors
Indiana
$284K +$7.1K +136 +3%
MWP
309
Madison Wealth Partners
Wisconsin
$284K – – –
TIM
310
Tortoise Investment Management
New York
$284K – – –
BFA
311
Bragg Financial Advisors
North Carolina
$281K – – –
SWP
312
Summit Wealth Partners
Florida
$280K -$48.3K -905 -15%
SNB
313
Security National Bank
Nebraska
$278K – – –
AIP
314
ARS Investment Partners
New York
$276K -$13.5K -253 -5%
FA
315
Flagstar Advisors
New York
$276K -$28.6K -536 -9%
ONB
316
Old National Bancorp
Indiana
$276K – – –
CTA
317
Camelot Technology Advisors
California
$270K – – –
EP
318
Edgestream Partners
New Jersey
$258K +$258K +4,839 New
AWM
319
Aries Wealth Management
Maine
$258K – – –
MCM
320
Mitchell Capital Management
Kansas
$258K -$2.69M -50,398 -91%
FRA
321
Frank Rimerman Advisors
California
$258K – – –
LFAS
322
Level Four Advisory Services
Texas
$258K – – –
CCM
323
Coldstream Capital Management
Washington
$252K +$252K +4,714 New
BFG
324
Bleakley Financial Group
New Jersey
$251K -$206K -3,857 -45%
MWM
325
Meridian Wealth Management
Kentucky
$251K -$17.7K -332 -7%
11 12
13
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