ACWX icon

iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

456 hedge funds and large institutions have $3.34B 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
Holders
456
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.6%
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
+$5.01M

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$25M
2
CB
2
Cadence Bank
Mississippi
$22.8M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$20M
4
CI
4
Clal Insurance
Israel
$18.9M
5
IUHSA
5
Itau Unibanco Holding S.A.
Brazil
$22.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$35.1M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$196M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$531K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
376
Visionary Wealth Advisors
Illinois
$206K -$12.5K -218 -6%
NCM
377
Northwest Capital Management
Oregon
$199K – – –
CB
378
CNB Bank
Pennsylvania
$197K -$9.38K -164 -5%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$192K -$209K -3,647 -52%
WP
380
WealthShield Partners
North Carolina
$186K -$22.1K -387 -11%
Jones Financial Companies
381
Jones Financial Companies
Missouri
$171K +$171K +2,971 New
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$161K – – –
MBFW
383
Morton Brown Family Wealth
Pennsylvania
$159K – – –
MA
384
MCF Advisors
Kentucky
$149K – – –
TPCW
385
TD Private Client Wealth
New York
$149K +$149K +2,604 New
TC
386
Trust Company
Kansas
$146K +$139K +2,436 +2,082%
GWM
387
Guardian Wealth Management
Illinois
$146K +$72.6K +1,268 +99%
RAM
388
Ramirez Asset Management
New York
$139K +$101K +1,773 +269%
CA
389
CoreCap Advisors
Michigan
$136K +$136K +2,380 New
SAM
390
Smartleaf Asset Management
Massachusetts
$133K -$15.5K -270 -10%
EWA
391
EP Wealth Advisors
California
$127K +$127K +2,225 New
HBW
392
Hazlett, Burt & Watson
West Virginia
$117K – – –
IBOK
393
Independence Bank of Kentucky
Kentucky
$107K – – –
EFP
394
EnRich Financial Partners
Wisconsin
$99.2K -$7.32K -128 -7%
WBC
395
West Branch Capital
Massachusetts
$94.4K – – –
TRSOTSOK
396
Teachers Retirement System of the State of Kentucky
Kentucky
$94K – – –
LWA
397
Lowe Wealth Advisors
Maryland
$93.7K – – –
PS
398
Principal Securities
Iowa
$85.9K +$15.1K +264 +21%
LFA
399
LGT Financial Advisors
Texas
$84.7K -$13K -227 -13%
SPIA
400
Steward Partners Investment Advisory
New York
$80.7K – – –
14 15
16
17 18