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iShares MSCI ACWI ex US ETF

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: 1819 (+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: 457440 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
Meridian Wealth Management
Kentucky
$251K -$17K -332 -7%
GPA
327
Guidance Point Advisors
Massachusetts
$251K +$1.28K +25 +0.5%
SW
328
Simplicity Wealth
New Jersey
$251K +$241K +4,692 New
B
329
Bensler
Washington
$250K
AL
330
Aspiriant LLC
California
$249K
UCFA
331
United Capital Financial Advisors
Texas
$248K -$522K -10,166 -69%
WW
332
Westshore Wealth
California
$245K +$236K +4,596 New
IWC
333
Integrated Wealth Concepts
Massachusetts
$243K -$89K -1,734 -28%
SPWG
334
Sage Private Wealth Group
Illinois
$243K -$355K -6,911 -60%
NC
335
NovaPoint Capital
Georgia
$240K
TSS
336
Two Sigma Securities
New York
$236K -$1.26M -24,510 -85%
OCFG
337
O'Connor Financial Group
Illinois
$235K -$19.2K -374 -8%
RCAG
338
Rehmann Capital Advisory Group
Michigan
$235K
QWP
339
Quotient Wealth Partners
Texas
$234K +$225K +4,389 New
JIP
340
Jaffetilchin Investment Partners
Florida
$229K -$8.42K -164 -4%
CA
341
Cetera Advisors
Colorado
$228K +$219K +4,276 New
EFS
342
Essex Financial Services
Connecticut
$228K +$219K +4,265 New
BFG
343
Berger Financial Group
Minnesota
$227K +$13.8K +268 +7%
Citigroup
344
Citigroup
New York
$221K
Kovitz Investment Group Partners
345
Kovitz Investment Group Partners
Illinois
$221K +$6.42K +125 +3%
FCM
346
Fogel Capital Management
Florida
$221K +$212K +4,135 New
AFP
347
Alpha Financial Partners
Kentucky
$221K
DWM
348
Dakota Wealth Management
Florida
$219K -$20.5K -400 -9%
LA
349
Legacy Advisors
Pennsylvania
$216K
HPC
350
HM Payson & Co
Maine
$216K

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.