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iShares MSCI ACWI ex US ETF

457 hedge funds and large institutions have $3.35B invested in iShares MSCI ACWI ex US ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

2% more funds holding

Funds holding: 448457 (+9)

2% less capital invested

Capital invested by funds: $3.4B → $3.35B (-$52.3M)

5.69% less ownership

Funds ownership: 75.37%69.67% (-5.7%)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.56%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
42
Increased
114
Reduced
154
Closed
31
Calls
Puts
$309K
Net Calls
-$309K
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
351
Rehmann Capital Advisory Group
Michigan
$252K
EFS
352
Essex Financial Services
Connecticut
$251K
JIP
353
Jaffetilchin Investment Partners
Florida
$249K
IWC
354
Integrated Wealth Concepts
Massachusetts
$244K -$18.6K -341 -7%
JSL
355
JT Stratford LLC
Georgia
$238K
SWM
356
Silverlake Wealth Management
Vermont
$238K +$4.09K +75 +2%
HCA
357
Heck Capital Advisors
Wisconsin
$237K +$137K +2,521 +156%
SB
358
Strategic Blueprint
Georgia
$235K -$1.47K -27 -0.7%
PCM
359
Prelude Capital Management
New York
$234K +$223K +4,095 New
DC
360
Diametric Capital
Massachusetts
$234K -$32.1K -589 -13%
ACP
361
Aviance Capital Partners
Florida
$233K
LA
362
Legacy Advisors
Pennsylvania
$232K
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
$229K
MA
364
Montag & Associates
Georgia
$227K
FPTW
365
Franklin, Parlapiano, Turner & Welch
Texas
$225K
HPC
366
HM Payson & Co
Maine
$224K
BFG
367
Berger Financial Group
Minnesota
$222K -$6.16K -113 -3%
TW
368
TrinityPoint Wealth
Connecticut
$216K +$206K +3,783 New
FFBTD
369
First Financial Bank - Trust Division
Ohio
$215K -$4.09K -75 -2%
OPAM
370
Ocean Park Asset Management
California
$214K +$203K +3,734 New
CPCM
371
Cardinal Point Capital Management
Ontario, Canada
$214K +$203K +3,732 New
YIH
372
Y-Intercept (HK)
Hong Kong
$213K +$203K +3,731 New
Citigroup
373
Citigroup
New York
$212K
BCG
374
Breakwater Capital Group
New Jersey
$212K +$202K +3,700 New
CAM
375
Councilmark Asset Management
Tennessee
$209K +$199K +3,650 New

ACWX Hedge Fund Activity: Q3 2024 in Review

457 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2024, worth a combined $3.35B — down 1.5% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACWX positions and 31 closed out — a net gain of 11 holders — while 114 added to existing stakes and 154 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $114M.

  • 457 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2024, up from 448 in Q2 2024.
  • Funds reported $3.35B of iShares MSCI ACWI ex US ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 42 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2024 and 31 closed out, a net change of +11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2024 was SG Americas Securities, an estimated $23.8M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2024 was Jane Street, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.