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iShares MSCI ACWI ex US ETF
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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 %
DWT
326
Dorsey & Whitney Trust
South Dakota
$417K – – –
PTC
327
Private Trust Company
Ohio
$416K – – –
CWM
328
Cahaba Wealth Management
Georgia
$415K +$6K +115 +1%
PFM
329
Phillips Financial Management
Indiana
$415K – – –
PNC Financial Services Group
330
PNC Financial Services Group
Pennsylvania
$411K +$264K +5,065 +179%
CGFA
331
Colton Groome Financial Advisors
North Carolina
$409K +$5.06K +97 +1%
LIM
332
Loudon Investment Management
New Hampshire
$405K -$8.92K -171 -2%
MRI
333
Mad River Investors
Massachusetts
$404K – – –
HWM
334
HB Wealth Management
Georgia
$401K +$2.97K +57 +0.7%
MM
335
Main Management
California
$401K +$887 +17 +0.2%
SW
336
SlateStone Wealth
Florida
$400K – – –
IFA
337
Interactive Financial Advisors
Illinois
$399K +$20.7K +396 +5%
MFF
338
Michels Family Financial
Texas
$394K +$394K +7,557 New
VFA
339
Valeo Financial Advisors
Indiana
$393K +$139K +2,666 +55%
RW
340
Regimen Wealth
Georgia
$392K +$5.63K +108 +1%
NL
341
NWAM LLC
Washington
$391K -$166K -3,175 -30%
AWM
342
Aries Wealth Management
Maine
$389K +$137K +2,627 +54%
MCP
343
Mirador Capital Partners
California
$389K +$14.1K +270 +4%
SWM
344
Silverlake Wealth Management
Vermont
$387K +$170K +3,262 +78%
MCM
345
MAI Capital Management
Ohio
$372K +$372K +7,127 New
WIC
346
Woodmont Investment Counsel
Tennessee
$370K – – –
PWM
347
Proathlete Wealth Management
Florida
$367K – – –
SMWM
348
Silvia McColl Wealth Management
California
$365K – – –
HAC
349
Harbor Advisory Corp
New Hampshire
$359K +$5.22K +100 +1%
IWC
350
Integrated Wealth Concepts
Massachusetts
$353K +$131K +2,511 +59%
12 13
14
15 16