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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 %
AIM
351
Archer Investment Management
Texas
$353K +$353K +6,774 New
BFM
352
Boston Financial Management
Massachusetts
$350K – – –
CGA
353
Crescent Grove Advisors
Illinois
$348K -$7.62K -146 -2%
FIM
354
Freedom Investment Management
Connecticut
$343K -$27K -518 -7%
DCM
355
Dimension Capital Management
Florida
$343K – – –
SCM
356
Seascape Capital Management
New Hampshire
$343K – – –
FA
357
Flagstar Advisors
New York
$337K +$4.85K +93 +1%
ES
358
Eagle Strategies
New York
$329K +$4.75K +91 +1%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$328K +$328K +6,295 New
WDL
360
Well Done LLC
Michigan
$328K – – –
QWP
361
Quotient Wealth Partners
Texas
$321K +$69K +1,323 +27%
GCM
362
Gables Capital Management
Florida
$318K +$318K +6,100 New
NA
363
Nottingham Advisors
New York
$316K -$2.09K -40 -0.7%
G
364
GenTrust
Florida
$313K – – –
OA
365
Operose Advisors
Wisconsin
$311K – – –
FBFS
366
First Business Financial Services
Wisconsin
$308K – – –
WPW
367
Waldron Private Wealth
Pennsylvania
$301K -$1.25K -24 -0.4%
SI
368
Saxon Interests
Texas
$300K – – –
FFM
369
Forum Financial Management
Illinois
$299K – – –
MWP
370
Madison Wealth Partners
Wisconsin
$296K +$18.3K +350 +7%
PA
371
PFG Advisors
Arizona
$286K +$286K +5,490 New
SIA
372
Soltis Investment Advisors
Utah
$286K – – –
OFG
373
Opulen Financial Group
Virginia
$282K +$282K +5,406 New
MFG
374
Magnus Financial Group
New York
$281K -$209K -4,010 -43%
ECG
375
EPIQ Capital Group
California
$279K +$279K +5,354 New
13 14
15
16 17