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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
MA
376
Mutual Advisors
Nebraska
$206K +$203K +3,730 New
VWA
377
Visionary Wealth Advisors
Illinois
$206K -$11.9K -218 -6%
NCM
378
Northwest Capital Management
Oregon
$199K
CB
379
CNB Bank
Pennsylvania
$197K -$8.93K -164 -5%
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$192K -$199K -3,647 -52%
WP
381
WealthShield Partners
North Carolina
$186K -$21.1K -387 -11%
Jones Financial Companies
382
Jones Financial Companies
Missouri
$171K +$162K +2,971 New
PNC Financial Services Group
383
PNC Financial Services Group
Pennsylvania
$161K
MBFW
384
Morton Brown Family Wealth
Pennsylvania
$159K
MA
385
MCF Advisors
Kentucky
$149K
TPCW
386
TD Private Client Wealth
New York
$149K +$142K +2,604 New
TC
387
Trust Company
Kansas
$146K +$133K +2,436 +2,082%
GWMI
388
Guardian Wealth Management (Illinois)
Illinois
$146K +$69.1K +1,268 +99%
RAM
389
Ramirez Asset Management
New York
$139K +$96.6K +1,773 +269%
CA
390
CoreCap Advisors
Michigan
$136K +$130K +2,380 New
SAM
391
Smartleaf Asset Management
Massachusetts
$133K -$14.7K -270 -10%
EWA
392
EP Wealth Advisors
California
$127K +$121K +2,225 New
HBW
393
Hazlett, Burt & Watson
West Virginia
$117K
IBOK
394
Independence Bank of Kentucky
Kentucky
$107K
EFP
395
EnRich Financial Partners
Wisconsin
$99.2K -$6.97K -128 -7%
WBC
396
West Branch Capital
Massachusetts
$94.4K
TRSOTSOK
397
Teachers Retirement System of the State of Kentucky
Kentucky
$94K
LWA
398
Lowe Wealth Advisors
Maryland
$93.7K
PS
399
Principal Securities
Iowa
$85.9K +$14.4K +264 +21%
LFA
400
LGT Financial Advisors
Texas
$84.7K -$12.4K -227 -13%

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.