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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

497 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
Holders
497
Holders Change
+41
Holders Change %
+8.99%
% of All Funds
6.62%
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
$391M
2
Lazard Asset Management
Lazard Asset Management
New York
$52.6M
3
BlackRock
BlackRock
New York
$257M
4
CCMG
Clark Capital Management Group
Pennsylvania
$30.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$37.3M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
$4.69M
2
SG Americas Securities
SG Americas Securities
New York
$0
3
C
Cliffwater
California
$57.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.35M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCFG
376
O'Connor Financial Group
Illinois
$274K +$24.4K +468 +10%
TIM
377
Tortoise Investment Management
New York
$272K – – –
SNB
378
Security National Bank
Nebraska
$272K – – –
CTA
379
Camelot Technology Advisors
California
$269K +$2.61K +50 +1%
JF
380
JSF Financial
California
$268K +$268K +5,133 New
LFAS
381
Level Four Advisory Services
Texas
$260K – – –
IA
382
IFP Advisors
Florida
$260K -$46.9K -900 -15%
LWM
383
LongView Wealth Management
Georgia
$259K +$259K +4,970 New
FRA
384
Frank Rimerman Advisors
California
$252K – – –
Squarepoint
385
Squarepoint
New York
$252K -$247K -4,741 -50%
MWM
386
Meridian Wealth Management
Kentucky
$251K – – –
USCWA
387
U.S. Capital Wealth Advisors
Texas
$250K +$250K +4,799 New
BJL
388
Brighton Jones LLC
Washington
$250K +$250K +4,784 New
JIP
389
Jaffetilchin Investment Partners
Florida
$249K +$21.9K +420 +10%
TW
390
TrinityPoint Wealth
Connecticut
$249K +$51.4K +986 +26%
GPA
391
Guidance Point Advisors
Massachusetts
$247K -$1.41K -27 -0.6%
B
392
Bensler
Washington
$246K +$887 +17 +0.4%
ONB
393
Old National Bancorp
Indiana
$240K – – –
NC
394
NovaPoint Capital
Georgia
$240K – – –
CWP
395
Curated Wealth Partners
California
$239K -$106K -2,024 -31%
OWA
396
Opal Wealth Advisors
New York
$235K +$235K +4,510 New
AWA
397
Acorn Wealth Advisors
Michigan
$233K -$50.9K -976 -18%
RCAG
398
Rehmann Capital Advisory Group
Michigan
$230K – – –
COI
399
Connable Office Inc
Michigan
$229K +$229K +4,385 New
AWM
400
Axxcess Wealth Management
California
$228K +$228K +4,376 New
14 15
16
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