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iShares MSCI ACWI ex US ETF
ACWX

440 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

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

1% less capital invested

Capital invested by funds: $3.45B → $3.41B (-$40.9M)

2.86% less ownership

Funds ownership: 73.84% → 70.99% (-2.9%)

4% less funds holding

Funds holding: 457 → 440 (-17)

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

34% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 164

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $592K

Holders
440
Holders Change
-17
Holders Change %
-3.72%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
35
Increased
109
Reduced
164
Closed
46
Calls
–
Puts
$592K
Net Calls
-$592K
Net Calls Change
+$34.5M

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$45.4M
2
Jane Street
Jane Street
New York
+$36.9M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$36.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$23.5M
5
OMC
Old Mission Capital
Illinois
+$21.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$219M
2
Bank of America
Bank of America
North Carolina
-$77.9M
3
FMI
Factory Mutual Insurance
Massachusetts
-$27.9M
4
BlackRock
BlackRock
New York
-$27.1M
5
Lazard Asset Management
Lazard Asset Management
New York
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
301
First Business Financial Services
Wisconsin
$315K – – –
BFM
302
Boston Financial Management
Massachusetts
$313K – – –
QCM
303
Quantinno Capital Management
New York
$306K +$295K +5,739 New
FFM
304
Forum Financial Management
Illinois
$306K – – –
WPW
305
Waldron Private Wealth
Pennsylvania
$303K +$291K +5,670 New
SW
306
SlateStone Wealth
Florida
$302K -$3.64K -71 -1%
RVPG
307
Relative Value Partners Group
$299K – – –
Bank of Nova Scotia
308
Bank of Nova Scotia
Ontario, Canada
$288K +$277K +5,390 New
VFA
309
Valeo Financial Advisors
Indiana
$284K +$6.98K +136 +3%
MWP
310
Madison Wealth Partners
Wisconsin
$284K – – –
TIM
311
Tortoise Investment Management
New York
$284K – – –
BFA
312
Bragg Financial Advisors
North Carolina
$281K – – –
SWP
313
Summit Wealth Partners
Florida
$280K -$46.5K -905 -15%
SNB
314
Security National Bank
Nebraska
$278K – – –
AIP
315
ARS Investment Partners
New York
$276K -$13K -253 -5%
FA
316
Flagstar Advisors
New York
$276K -$27.5K -536 -9%
ONB
317
Old National Bancorp
Indiana
$276K – – –
CTA
318
Camelot Technology Advisors
California
$270K – – –
EP
319
Edgestream Partners
New Jersey
$258K +$248K +4,839 New
AWM
320
Aries Wealth Management
Maine
$258K – – –
MCM
321
Mitchell Capital Management
Kansas
$258K -$2.59M -50,398 -91%
FRA
322
Frank Rimerman Advisors
California
$258K – – –
LFAS
323
Level Four Advisory Services
Texas
$258K – – –
CCM
324
Coldstream Capital Management
Washington
$252K +$242K +4,714 New
BFG
325
Bleakley Financial Group
New Jersey
$251K -$198K -3,857 -45%
11 12
13
14 15

ACWX Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q1 2024, worth a combined $3.41B — down 1.2% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWX and 35 opened new positions — a net loss of 11 holders — while 164 trimmed existing stakes and 109 added.

The largest buyer was Flow Traders U.S., adding an estimated $45.4M. The largest seller was Morgan Stanley, cutting an estimated $219M.

  • 440 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q1 2024, down from 457 in Q4 2023.
  • Funds reported $3.41B of iShares MSCI ACWI ex US ETF stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares MSCI ACWI ex US ETF positions in Q1 2024 and 46 closed out, a net change of -11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $45.4M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q1 2024 was Morgan Stanley, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2024.