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iShares MSCI ACWI ex US ETF

363 hedge funds and large institutions have $2.6B invested in iShares MSCI ACWI ex US ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 129 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.27% more ownership

Funds ownership: 69.25%75.52% (+6.3%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

6% less capital invested

Capital invested by funds: $2.78B → $2.6B (-$180M)

7% less funds holding

Funds holding: 392363 (-29)

26% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 129

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

99% less call options, than puts

Call options by funds: $572K | Put options by funds: $41.3M

Holders
363
Holders Change
-29
Holders Change %
-7.4%
% of All Funds
6.25%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
37
Increased
95
Reduced
129
Closed
61
Calls
$572K
Puts
$41.3M
Net Calls
-$40.7M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
401
Aspiriant LLC
California
-$210K -4,671 Closed
CA
402
Cetera Advisors
Colorado
-$209K -4,640 Closed
WPWM
403
Western Pacific Wealth Management
Illinois
-$208K -4,623 Closed
CWP
404
Curated Wealth Partners
California
-$204K -4,535 Closed
RCAG
405
Rehmann Capital Advisory Group
Michigan
-$204K -4,533 Closed
CS
406
Credit Suisse
Switzerland
-$217K -4,531 Closed
BW
407
Bison Wealth
Georgia
-$182K -4,048 Closed
HT
408
HighTower Trust
Texas
-$713 -3,181 Closed
EWA
409
EP Wealth Advisors
California
-$113K -2,500 Closed
MCC
410
Money Concepts Capital
Florida
-$110K -2,475 Closed
1IA
411
1834 Investment Advisors
Wisconsin
-$101K -2,240 Closed
PFGIA
412
Patriot Financial Group Insurance Agency
Massachusetts
-$98K -2,183 Closed
1CP
413
1607 Capital Partners
Virginia
-$74K -1,650 Closed
CA
414
CoreCap Advisors
Michigan
-$59K -1,308 Closed
RIM
415
Rockbridge Investment Management
New York
-$33.1K -735 Closed
CG
416
Cutler Group
California
-$31K -700 Closed
IBOK
417
Independence Bank of Kentucky
Kentucky
-$24K -536 Closed
FCMT
418
Founders Capital Management (Texas)
Texas
-$14K -319 Closed
SFG
419
Steward Financial Group
Texas
-$12K -286 Closed
MCM
420
Magnolia Capital Management
New York
-$12K -270 Closed
WWP
421
WR Wealth Planners
Missouri
-$5.63K -125 Closed
AA
422
AlphaMark Advisors
Kentucky
-$2K -45 Closed
RWA
423
RGT Wealth Advisors
Texas
-$1K -27 Closed
SIAP
424
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$1K -10 Closed

ACWX Hedge Fund Activity: Q3 2022 in Review

363 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2022, worth a combined $2.6B — down 6.5% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ACWX and 37 opened new positions — a net loss of 24 holders — while 129 trimmed existing stakes and 95 added.

The largest buyer was Allspring Global Investments, adding an estimated $93.2M. The largest seller was Harding Loevner, cutting an estimated $44.4M.

  • 363 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2022, down from 392 in Q2 2022.
  • Funds reported $2.6B of iShares MSCI ACWI ex US ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
  • 37 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2022 and 61 closed out, a net change of -24 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2022 was Allspring Global Investments, an estimated $93.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2022 was Harding Loevner, an estimated $44.4M sold.

Based on aggregated 13F filings for Q3 2022.