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iShares MSCI ACWI ex US ETF

440 hedge funds and large institutions have $3.41B invested in iShares MSCI ACWI ex US ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1% less capital invested

Capital invested by funds: $3.45B → $3.41B (-$40.9M)

2.86% less ownership

Funds ownership: 73.84%70.99% (-2.9%)

4% less funds holding

Funds holding: 457440 (-17)

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

34% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 164

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $592K

Holders
440
Holders Change
-17
Holders Change %
-3.72%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
35
Increased
109
Reduced
164
Closed
46
Calls
Puts
$592K
Net Calls
-$592K
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
376
Heck Capital Advisors
Wisconsin
$86.3K
CHC
377
City Holding Co
West Virginia
$85.7K -$19.2K -375 -19%
SPIA
378
Steward Partners Investment Advisory
New York
$75.3K -$327K -6,364 -82%
BIM
379
Breakwater Investment Management
Washington
$75.1K +$72.2K +1,407 New
GWMI
380
Guardian Wealth Management (Illinois)
Illinois
$70.4K
OHWP
381
Oak Harbor Wealth Partners
North Carolina
$69.4K
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66.1K +$65.5K +1,277 New
FFA
383
Founders Financial Alliance
North Carolina
$64.3K
CB
384
Centennial Bank
Arkansas
$62K
OFG
385
Oxford Financial Group
Indiana
$60.2K -$12K -233 -17%
PS
386
Principal Securities
Iowa
$59.6K +$1.44K +28 +3%
NP
387
NorthRock Partners
Minnesota
$58.7K +$56.5K +1,100 New
GI
388
GAMMA Investing
California
$56.4K +$2.87K +56 +6%
HFS
389
Hantz Financial Services
Michigan
$53K
CAL
390
Capital Advisors Ltd
Ohio
$48K
CTA
391
Colonial Trust Advisors
South Carolina
$34.5K -$16.1K -314 -33%
QCG
392
Quadrant Capital Group
Ohio
$27K -$16.7K -326 -39%
GBT
393
Grove Bank & Trust
Florida
$27K
LFASL
394
Lugano Financial Advisors SA (LFA)
Switzerland
$26.6K
CPG
395
Cornerstone Planning Group
New Jersey
$26.6K
HGERS
396
Householder Group Estate & Retirement Specialist
Arizona
$26.5K
MWM
397
Mascoma Wealth Management
New Hampshire
$24.8K
RCM
398
Rain Capital Management
Oregon
$22.1K
CIAS
399
Capital Investment Advisory Services
North Carolina
$21.1K +$20.3K +395 New
M
400
MOTCO
Texas
$20.3K

ACWX Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q1 2024, worth a combined $3.41B — down 1.2% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWX and 35 opened new positions — a net loss of 11 holders — while 164 trimmed existing stakes and 109 added.

The largest buyer was Flow Traders U.S., adding an estimated $45.4M. The largest seller was Morgan Stanley, cutting an estimated $219M.

  • 440 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q1 2024, down from 457 in Q4 2023.
  • Funds reported $3.41B of iShares MSCI ACWI ex US ETF stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares MSCI ACWI ex US ETF positions in Q1 2024 and 46 closed out, a net change of -11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $45.4M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q1 2024 was Morgan Stanley, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2024.