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iShares MSCI ACWI ex US ETF

392 hedge funds and large institutions have $2.78B invested in iShares MSCI ACWI ex US ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 120

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

8% less call options, than puts

Call options by funds: $216K | Put options by funds: $234K

3% less funds holding

Funds holding: 403392 (-11)

9.81% less ownership

Funds ownership: 79.06%69.25% (-9.8%)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

15% less capital invested

Capital invested by funds: $3.28B → $2.78B (-$503M)

Holders
392
Holders Change
-11
Holders Change %
-2.73%
% of All Funds
6.6%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
48
Increased
137
Reduced
120
Closed
54
Calls
$216K
Puts
$234K
Net Calls
-$18K
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
326
TD Waterhouse Canada
Ontario, Canada
$108K +$2.81K +58 +2%
1IA
327
1834 Investment Advisors
Wisconsin
$101K +$108K +2,240 New
LDFR
328
Lehman & Derafelo Financial Resources
Pennsylvania
$99K +$106K +2,200 New
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
$98K +$66.4K +1,371 +169%
BFPW
330
BOK Financial Private Wealth
Colorado
$98K +$105K +2,179 New
FA
331
Faithward Advisors
Pennsylvania
$92K
1CP
332
1607 Capital Partners
Virginia
$74K +$79.9K +1,650 New
GWMI
333
Guardian Wealth Management (Illinois)
Illinois
$72K +$1.45K +30 +2%
HFS
334
Hantz Financial Services
Michigan
$71K +$1.45K +30 +2%
CA
335
CoreCap Advisors
Michigan
$59K +$63.3K +1,308 New
FFA
336
Founders Financial Alliance
North Carolina
$57K +$1.11K +23 +2%
TF
337
TimeScale Financial
Massachusetts
$53K
WBC
338
West Branch Capital
Massachusetts
$52K
TFS
339
TrustCore Financial Services
Tennessee
$51K
GIA
340
Goodwin Investment Advisory
Georgia
$49.3K +$16.5K +341 +45%
MA
341
MUFG Americas
New York
$44K
HS
342
Horan Securities
United States
$42K
TC
343
Trust Company
Kansas
$38K -$5.89M -121,593 -99%
DWMG
344
DB Wealth Management Group
California
$37K -$378K -7,817 -91%
BA
345
Bivin & Associates
Oklahoma
$37K
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$37K
CAL
347
Capital Advisors Ltd
Ohio
$34K
RIM
348
Rockbridge Investment Management
New York
$33.1K
LFASL
349
Lugano Financial Advisors SA (LFA)
Switzerland
$32K
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$31K

ACWX Hedge Fund Activity: Q2 2022 in Review

392 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2022, worth a combined $2.78B — down 15% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ACWX and 48 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 137 added.

The largest buyer was Bank of America, adding an estimated $73.2M. The largest seller was Aaron Wealth Advisors, cutting an estimated $287M.

  • 392 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2022, down from 403 in Q1 2022.
  • Funds reported $2.78B of iShares MSCI ACWI ex US ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 48 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2022 and 54 closed out, a net change of -6 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2022 was Bank of America, an estimated $73.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2022.