We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

363 hedge funds and large institutions have $2.6B invested in iShares MSCI ACWI ex US ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 129 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.27% more ownership

Funds ownership: 69.25%75.52% (+6.3%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

6% less capital invested

Capital invested by funds: $2.78B → $2.6B (-$180M)

7% less funds holding

Funds holding: 392363 (-29)

26% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 129

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

99% less call options, than puts

Call options by funds: $572K | Put options by funds: $41.3M

Holders
363
Holders Change
-29
Holders Change %
-7.4%
% of All Funds
6.25%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
37
Increased
95
Reduced
129
Closed
61
Calls
$572K
Puts
$41.3M
Net Calls
-$40.7M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
376
Cairn Investment Group
Washington
-$866K -19,245 Closed
WA
377
Wealth Alliance
New York
-$795K -17,666 Closed
SCM
378
Shelton Capital Management
Colorado
-$632K -14,038 Closed
SAMT
379
Select Asset Management & Trust
Pennsylvania
-$548K -12,185 Closed
Qube Research & Technologies (QRT)
380
Qube Research & Technologies (QRT)
United Kingdom
-$515K -11,442 Closed
KP
381
Keel Point
Alabama
-$496K -10,582 Closed
FCFC
382
First Commonwealth Financial Corp
Pennsylvania
-$428K -9,489 Closed
HSA
383
HBK Sorce Advisory
Pennsylvania
-$373K -8,285 Closed
RTS
384
Round Table Services
New Jersey
-$332K -7,384 Closed
PAG
385
Private Advisor Group
New Jersey
-$329K -7,292 Closed
AO
386
Advisor OS
Illinois
-$283K -6,285 Closed
RC
387
RegentAtlantic Capital
New Jersey
-$278K -6,171 Closed
NEGWA
388
New England Guild Wealth Advisors
Connecticut
-$257K -5,704 Closed
BEC
389
Blue Edge Capital
Virginia
-$246K -5,473 Closed
JSW
390
Journey Strategic Wealth
New Jersey
-$242K -5,376 Closed
AFP
391
Ausdal Financial Partners
Iowa
-$241K -5,363 Closed
FWIA
392
Fort Washington Investment Advisors
Ohio
-$229K -5,092 Closed
LFAS
393
Level Four Advisory Services
Texas
-$224K -4,985 Closed
FRA
394
Frank Rimerman Advisors
California
-$217K -4,829 Closed
SMF
395
Sterling Manor Financial
New York
-$216K -4,789 Closed
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
-$214K -4,761 Closed
VIA
397
Vident Investment Advisory
Georgia
-$214K -4,749 Closed
WP
398
WealthShield Partners
North Carolina
-$212K -4,712 Closed
SSCA
399
South Shore Capital Advisors
Massachusetts
-$212K -4,707 Closed
B
400
Bensler
Washington
-$211K -4,680 Closed

ACWX Hedge Fund Activity: Q3 2022 in Review

363 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2022, worth a combined $2.6B — down 6.5% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ACWX and 37 opened new positions — a net loss of 24 holders — while 129 trimmed existing stakes and 95 added.

The largest buyer was Allspring Global Investments, adding an estimated $93.2M. The largest seller was Harding Loevner, cutting an estimated $44.4M.

  • 363 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2022, down from 392 in Q2 2022.
  • Funds reported $2.6B of iShares MSCI ACWI ex US ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
  • 37 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2022 and 61 closed out, a net change of -24 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2022 was Allspring Global Investments, an estimated $93.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2022 was Harding Loevner, an estimated $44.4M sold.

Based on aggregated 13F filings for Q3 2022.