ACWX icon

iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

497 hedge funds and large institutions have $3.52B invested in iShares MSCI ACWI ex US ETF in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 185 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+41
Holders Change %
+8.99%
% of All Funds
6.62%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
82
Increased
185
Reduced
122
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$133M
2
Lazard Asset Management
Lazard Asset Management
New York
+$39.3M
3
BlackRock
BlackRock
New York
+$38.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$30.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$22.6M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
-$55.8M
2
SG Americas Securities
SG Americas Securities
New York
-$25M
3
C
Cliffwater
California
-$16M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.7M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
301
First National Bank of Omaha
Nebraska
$532K – – –
NCM
302
Next Capital Management
New York
$519K +$519K +9,959 New
RIG
303
RiverFront Investment Group
Virginia
$512K -$21.8K -417 -4%
PA
304
Parallel Advisors
California
$509K +$16.3K +312 +3%
WN
305
Williams & Novak
California
$507K -$9.91K -190 -2%
CA
306
Claro Advisors
Massachusetts
$506K -$134K -2,575 -21%
MFS
307
Madrona Financial Services
Washington
$500K -$408K -7,830 -45%
SWP
308
Stratos Wealth Partners
Ohio
$483K -$7.56K -145 -2%
BFA
309
Bragg Financial Advisors
North Carolina
$475K +$201K +3,850 +73%
PTC
310
Philadelphia Trust Company
Pennsylvania
$475K – – –
FA
311
Financial Advisors
Massachusetts
$460K – – –
CG
312
Cynosure Group
Utah
$459K -$44.3K -849 -9%
FFN
313
Focus Financial Network
Minnesota
$454K +$104 +2 +0%
NEPPG
314
New England Professional Planning Group
Rhode Island
$450K +$2.92K +56 +0.7%
JAA
315
Joel Adams & Associates
North Carolina
$450K +$450K +8,623 New
AAS
316
Avantax Advisory Services
Texas
$444K +$32.2K +617 +8%
EB
317
Eastern Bank
Massachusetts
$438K +$3.34K +64 +0.8%
VA
318
Vident Advisory
Georgia
$437K – – –
VAS
319
Vestmark Advisory Solutions
Massachusetts
$431K +$431K +8,268 New
KPWS
320
Kestra Private Wealth Services
Texas
$428K +$428K +8,199 New
Empower Advisory Group
321
Empower Advisory Group
Colorado
$426K +$678 +13 +0.2%
FCCM
322
First City Capital Management
Georgia
$425K +$156K +3,000 +58%
DACG
323
Donor Advised Charitable Giving
California
$425K +$425K +8,144 New
KIM
324
Karpus Investment Management
New York
$424K -$81.1K -1,555 -16%
ACM
325
Advisors Capital Management
New Jersey
$423K +$423K +8,110 New
11 12
13
14 15