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iShares MSCI ACWI ex US ETF
ACWX

498 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

156% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 122

9% more funds holding

Funds holding: 457 → 498 (+41)

5% more capital invested

Capital invested by funds: $3.35B → $3.52B (+$173M)

3.32% more ownership

Funds ownership: 69.67% → 72.99% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
498
Holders Change
+41
Holders Change %
+8.97%
% of All Funds
6.56%
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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$140M
2
Lazard Asset Management
Lazard Asset Management
New York
+$41.2M
3
BlackRock
BlackRock
New York
+$40.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$32.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
FMI
Factory Mutual Insurance
Massachusetts
-$58.6M
2
SG Americas Securities
SG Americas Securities
New York
-$25M
3
C
Cliffwater
California
-$16.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.5M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
326
Advisors Capital Management
New Jersey
$423K +$444K +8,110 New
DWT
327
Dorsey & Whitney Trust
South Dakota
$417K – – –
PTC
328
Private Trust Company
Ohio
$416K – – –
CWM
329
Cahaba Wealth Management
Georgia
$415K +$6.29K +115 +1%
PFM
330
Phillips Financial Management
Indiana
$415K – – –
PNC Financial Services Group
331
PNC Financial Services Group
Pennsylvania
$411K +$277K +5,065 +179%
CGFA
332
Colton Groome Financial Advisors
North Carolina
$409K +$5.31K +97 +1%
LIM
333
Loudon Investment Management
New Hampshire
$405K -$9.35K -171 -2%
MRI
334
Mad River Investors
Massachusetts
$404K – – –
HWM
335
HB Wealth Management
Georgia
$401K +$3.12K +57 +0.7%
MM
336
Main Management
California
$401K +$930 +17 +0.2%
SW
337
SlateStone Wealth
Florida
$400K – – –
IFA
338
Interactive Financial Advisors
Illinois
$399K +$21.7K +396 +5%
MFF
339
Michels Family Financial
Texas
$394K +$413K +7,557 New
VFA
340
Valeo Financial Advisors
Indiana
$393K +$146K +2,666 +55%
RW
341
Regimen Wealth
Georgia
$392K +$5.91K +108 +1%
NL
342
NWAM LLC
Washington
$391K -$174K -3,175 -30%
AWM
343
Aries Wealth Management
Maine
$389K +$144K +2,627 +54%
MCP
344
Mirador Capital Partners
California
$389K +$14.8K +270 +4%
SWM
345
Silverlake Wealth Management
Vermont
$387K +$178K +3,262 +78%
MCM
346
MAI Capital Management
Ohio
$372K +$390K +7,127 New
WIC
347
Woodmont Investment Counsel
Tennessee
$370K – – –
PWM
348
Proathlete Wealth Management
Florida
$367K – – –
SMWM
349
Silvia McColl Wealth Management
California
$365K – – –
HAC
350
Harbor Advisory Corp
New Hampshire
$359K +$5.47K +100 +1%
12 13
14
15 16

ACWX Hedge Fund Activity: Q4 2024 in Review

498 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2024, worth a combined $3.52B — up 5.2% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ACWX positions and 32 closed out — a net gain of 50 holders — while 185 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $140M. The largest seller was Factory Mutual Insurance, cutting an estimated $58.6M.

  • 498 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2024, up from 457 in Q3 2024.
  • Funds reported $3.52B of iShares MSCI ACWI ex US ETF stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 82 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2024 and 32 closed out, a net change of +50 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2024 was Bank of America, an estimated $140M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2024 was Factory Mutual Insurance, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.