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iShares MSCI ACWI ex US ETF

392 hedge funds and large institutions have $2.78B invested in iShares MSCI ACWI ex US ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 120

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

8% less call options, than puts

Call options by funds: $216K | Put options by funds: $234K

3% less funds holding

Funds holding: 403392 (-11)

9.81% less ownership

Funds ownership: 79.06%69.25% (-9.8%)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

15% less capital invested

Capital invested by funds: $3.28B → $2.78B (-$503M)

Holders
392
Holders Change
-11
Holders Change %
-2.73%
% of All Funds
6.6%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
48
Increased
137
Reduced
120
Closed
54
Calls
$216K
Puts
$234K
Net Calls
-$18K
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
401
DRW Securities
Illinois
-$2.66M -50,894 Closed
ARG
402
Advisory Resource Group
Oklahoma
-$2.45M -46,923 Closed
TSS
403
Two Sigma Securities
New York
-$2.37M -45,366 Closed
SPP
404
Single Point Partners
Massachusetts
-$2.23M -42,693 Closed
ACM
405
Aubrey Capital Management
United Kingdom
-$2.06M -38,636 Closed
LB
406
Leo Brokerage
Texas
-$1.44M -27,496 Closed
SHIM
407
Stone House Investment Management
Pennsylvania
-$717K -13,719 Closed
EWM
408
Executive Wealth Management
Michigan
-$637K -12,202 Closed
ACI
409
Alpha Cubed Investments
California
-$479K -9,168 Closed
PCM
410
Poehling Capital Management
Wisconsin
-$468K -8,960 Closed
PFM
411
Phillips Financial Management
Indiana
-$430K -8,228 Closed
SC
412
Scotia Capital
Ontario, Canada
-$411K -7,863 Closed
SHFA
413
SC&H Financial Advisors
Maryland
-$400K -7,654 Closed
CT
414
Cambridge Trust
Massachusetts
-$383K -7,326 Closed
TI
415
Trexquant Investment
Connecticut
-$342K -6,535 Closed
MYIA
416
Mount Yale Investment Advisors
Colorado
-$318K -6,089 Closed
TAM
417
Tocqueville Asset Management
New York
-$309K -5,920 Closed
CWM
418
Cherrydale Wealth Management
New Jersey
-$305K -5,843 Closed
AIP
419
Almanack Investment Partners
Pennsylvania
-$291K -5,574 Closed
WPW
420
Waldron Private Wealth
Pennsylvania
-$276K -5,283 Closed
RC
421
Roundview Capital
New Jersey
-$238K -4,549 Closed
FC
422
Financial Consulate
Maryland
-$233K -4,462 Closed
NC
423
NovaPoint Capital
Georgia
-$230K -4,396 Closed
WA
424
Waverly Advisors
Alabama
-$218K -4,174 Closed
IAA
425
Independent Advisor Alliance
North Carolina
-$218K -4,164 Closed

ACWX Hedge Fund Activity: Q2 2022 in Review

392 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2022, worth a combined $2.78B — down 15% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ACWX and 48 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 137 added.

The largest buyer was Bank of America, adding an estimated $73.2M. The largest seller was Aaron Wealth Advisors, cutting an estimated $287M.

  • 392 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2022, down from 403 in Q1 2022.
  • Funds reported $2.78B of iShares MSCI ACWI ex US ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 48 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2022 and 54 closed out, a net change of -6 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2022 was Bank of America, an estimated $73.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2022.