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iShares MSCI ACWI ex US ETF

440 hedge funds and large institutions have $3.41B invested in iShares MSCI ACWI ex US ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1% less capital invested

Capital invested by funds: $3.45B → $3.41B (-$40.9M)

2.86% less ownership

Funds ownership: 73.84%70.99% (-2.9%)

4% less funds holding

Funds holding: 457440 (-17)

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

34% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 164

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $592K

Holders
440
Holders Change
-17
Holders Change %
-3.72%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
35
Increased
109
Reduced
164
Closed
46
Calls
Puts
$592K
Net Calls
-$592K
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
401
Newbridge Financial Services Group
Florida
$20.3K
HNB
402
Huntington National Bank
Ohio
$20K
CA
403
CoreCap Advisors
Michigan
$17.8K +$17.1K +333 New
AA
404
Ancora Advisors
Ohio
$15.5K
EDRH
405
Edmond de Rothschild Holding
Switzerland
$15.2K
OC
406
Oakworth Capital
Alabama
$14.9K
ACA
407
Aptus Capital Advisors
Alabama
$13.6K
CWM
408
Cranbrook Wealth Management
Michigan
$13K
SS
409
Sunbelt Securities
Texas
$11.7K +$7.96K +155 +246%
AAP
410
Arax Advisory Partners
Colorado
$8.86K -$7.03K -137 -45%
SFC
411
SYM Financial Corp
Indiana
$8.85K
NS
412
NBC Securities
Alabama
$8K
TRCT
413
Tower Research Capital (TRC)
New York
$7.79K -$17.5K -341 -70%
BL
414
Balentine LLC
Georgia
$7.74K
BFPW
415
BOK Financial Private Wealth
Colorado
$7.69K
RAM
416
Riggs Asset Management
Pennsylvania
$7.53K -$3.8K -74 -34%
MFA
417
Morling Financial Advisors
California
$7.37K +$7.08K +138 New
FGAM
418
Financial Gravity Asset Management
Texas
$7.3K -$318K -6,191 -98%
CFG
419
CKW Financial Group
Hawaii
$7K
FRA
420
Front Row Advisors
California
$6.89K
BL
421
BFSG LLC
California
$6.3K
TC
422
Trust Company
Kansas
$6.26K -$26.1K -508 -81%
EWM
423
EPG Wealth Management
Georgia
$6.25K
WT
424
Washington Trust
Rhode Island
$5.98K
KM
425
Kabouter Management
Illinois
$5.82K

ACWX Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q1 2024, worth a combined $3.41B — down 1.2% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWX and 35 opened new positions — a net loss of 11 holders — while 164 trimmed existing stakes and 109 added.

The largest buyer was Flow Traders U.S., adding an estimated $45.4M. The largest seller was Morgan Stanley, cutting an estimated $219M.

  • 440 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q1 2024, down from 457 in Q4 2023.
  • Funds reported $3.41B of iShares MSCI ACWI ex US ETF stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares MSCI ACWI ex US ETF positions in Q1 2024 and 46 closed out, a net change of -11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $45.4M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q1 2024 was Morgan Stanley, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2024.