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iShares MSCI ACWI ex US ETF
ACWX

422 hedge funds and large institutions have $3.12B invested in iShares MSCI ACWI ex US ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 118 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 33

26% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $1.9M

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

20% more capital invested

Capital invested by funds: $2.6B → $3.12B (+$521M)

16% more funds holding

Funds holding: 363 → 422 (+59)

0.23% less ownership

Funds ownership: 75.52% → 75.29% (-0.23%)

12% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 134

Holders
422
Holders Change
+59
Holders Change %
+16.25%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
100
Increased
118
Reduced
134
Closed
33
Calls
$2.4M
Puts
$1.9M
Net Calls
+$500K
Net Calls Change
+$41.2M

Top Buyers

Rank Fund Capital Flow
1
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$96.6M
2
BlackRock
BlackRock
New York
+$84.9M
3
Bank of America
Bank of America
North Carolina
+$41.3M
4
HL
Harding Loevner
New Jersey
+$26M
5
FMI
Factory Mutual Insurance
Massachusetts
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$86.8M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$47.3M
3
FTUS
Flow Traders U.S.
New York
-$32.6M
4
RFC
Regions Financial Corp
Alabama
-$32.2M
5
Morgan Stanley
Morgan Stanley
New York
-$20M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
401
SYM Financial Corp
Indiana
$7.32K +$44 +1 +0.6%
CFG
402
CKW Financial Group
Hawaii
$7K – – –
BL
403
Balentine LLC
Georgia
$6.6K – – –
BFPW
404
BOK Financial Private Wealth
Colorado
$6.55K -$84.7K -1,930 -93%
BWL
405
Bogart Wealth LLC
Virginia
$6.42K – – –
FRA
406
Front Row Advisors
California
$6K – – –
EWM
407
EPG Wealth Management
Georgia
$5.32K – – –
WT
408
Washington Trust
Rhode Island
$5.1K – – –
FGAM
409
Financial Gravity Asset Management
Texas
$4.75K +$2.02K +46 New
CIR
410
Clear Investment Research
Georgia
$4K – – –
MAM
411
Marquette Asset Management
Minnesota
$3.19K – – –
HI
412
Harbour Investments
Wisconsin
$3K – – –
GI
413
GS Investments
Minnesota
$2.79K – – –
AWM
414
Accel Wealth Management
Iowa
$2.37K – – –
FAM
415
Family Asset Management
South Carolina
$2.27K +$2.19K +50 New
National Bank of Canada
416
National Bank of Canada
Quebec, Canada
$2.27K – – –
CSB
417
City State Bank
Iowa
$2K – – –
IFAM
418
Institutional & Family Asset Management
Colorado
$1.36K – – –
MIA
419
Milestone Investment Advisors
Wisconsin
$1.23K +$1.18K +27 New
RFS
420
Retirement Financial Solutions
Tennessee
$1.09K +$1.05K +24 New
PK
421
Pflug Koory
Nebraska
$1K – – –
SIS
422
Sound Income Strategies
Florida
$592 – – –
KFS
423
Kelly Financial Services
Massachusetts
$319 – – –
FTUS
424
Flow Traders U.S.
New York
– -$32.6M -814,426 Closed
MSL
425
Mackay Shields LLC
New York
– -$13.6M -340,154 Closed
15 16
17
18 19

ACWX Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2022, worth a combined $3.12B — up 20% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ACWX positions and 33 closed out — a net gain of 67 holders — while 118 added to existing stakes and 134 trimmed.

The largest buyer was RhumbLine Advisers, opening a new position worth an estimated $96.6M. The largest seller was Wellington Management Group, cutting an estimated $86.8M.

  • 422 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2022, up from 363 in Q3 2022.
  • Funds reported $3.12B of iShares MSCI ACWI ex US ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 100 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2022 and 33 closed out, a net change of +67 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2022 was RhumbLine Advisers, an estimated $96.6M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2022 was Wellington Management Group, an estimated $86.8M sold.

Based on aggregated 13F filings for Q4 2022.