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iShares MSCI ACWI ex US ETF
ACWX

498 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

156% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 122

9% more funds holding

Funds holding: 457 → 498 (+41)

5% more capital invested

Capital invested by funds: $3.35B → $3.52B (+$173M)

3.32% more ownership

Funds ownership: 69.67% → 72.99% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
498
Holders Change
+41
Holders Change %
+8.97%
% of All Funds
6.56%
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
+$140M
2
Lazard Asset Management
Lazard Asset Management
New York
+$41.2M
3
BlackRock
BlackRock
New York
+$40.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$32.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.7M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
-$58.6M
2
SG Americas Securities
SG Americas Securities
New York
-$25M
3
C
Cliffwater
California
-$16.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.5M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
376
EPIQ Capital Group
California
$279K +$293K +5,354 New
OCFG
377
O'Connor Financial Group
Illinois
$274K +$25.6K +468 +10%
TIM
378
Tortoise Investment Management
New York
$272K – – –
SNB
379
Security National Bank
Nebraska
$272K – – –
CTA
380
Camelot Technology Advisors
California
$269K +$2.73K +50 +1%
JF
381
JSF Financial
California
$268K +$281K +5,133 New
LFAS
382
Level Four Advisory Services
Texas
$260K – – –
IA
383
IFP Advisors
Florida
$260K -$49.2K -900 -15%
LWM
384
LongView Wealth Management
Georgia
$259K +$272K +4,970 New
FRA
385
Frank Rimerman Advisors
California
$252K – – –
Squarepoint
386
Squarepoint
New York
$252K -$259K -4,741 -50%
MWM
387
Meridian Wealth Management
Kentucky
$251K – – –
USCWA
388
U.S. Capital Wealth Advisors
Texas
$250K +$263K +4,799 New
BJL
389
Brighton Jones LLC
Washington
$250K +$262K +4,784 New
JIP
390
Jaffetilchin Investment Partners
Florida
$249K +$23K +420 +10%
TW
391
TrinityPoint Wealth
Connecticut
$249K +$53.9K +986 +26%
GPA
392
Guidance Point Advisors
Massachusetts
$247K -$1.48K -27 -0.6%
B
393
Bensler
Washington
$246K +$930 +17 +0.4%
ONB
394
Old National Bancorp
Indiana
$240K – – –
NC
395
NovaPoint Capital
Georgia
$240K – – –
CWP
396
Curated Wealth Partners
California
$239K -$111K -2,024 -31%
OWA
397
Opal Wealth Advisors
New York
$235K +$247K +4,510 New
AWA
398
Acorn Wealth Advisors
Michigan
$233K -$53.4K -976 -18%
RCAG
399
Rehmann Capital Advisory Group
Michigan
$230K – – –
COI
400
Connable Office Inc
Michigan
$229K +$240K +4,385 New
14 15
16
17 18

ACWX Hedge Fund Activity: Q4 2024 in Review

498 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2024, worth a combined $3.52B — up 5.2% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ACWX positions and 32 closed out — a net gain of 50 holders — while 185 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $140M. The largest seller was Factory Mutual Insurance, cutting an estimated $58.6M.

  • 498 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2024, up from 457 in Q3 2024.
  • Funds reported $3.52B of iShares MSCI ACWI ex US ETF stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 82 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2024 and 32 closed out, a net change of +50 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2024 was Bank of America, an estimated $140M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2024 was Factory Mutual Insurance, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.