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iShares MSCI ACWI ex US ETF

457 hedge funds and large institutions have $3.35B invested in iShares MSCI ACWI ex US ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

2% more funds holding

Funds holding: 448457 (+9)

2% less capital invested

Capital invested by funds: $3.4B → $3.35B (-$52.3M)

5.69% less ownership

Funds ownership: 75.37%69.67% (-5.7%)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.56%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
42
Increased
114
Reduced
154
Closed
31
Calls
Puts
$309K
Net Calls
-$309K
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$80.7K
BIM
402
Breakwater Investment Management
Washington
$80.5K
BBHC
403
Brown Brothers Harriman & Co
New York
$79.9K +$76.1K +1,397 New
GI
404
GAMMA Investing
California
$75.2K -$20.9K -384 -23%
OHWP
405
Oak Harbor Wealth Partners
North Carolina
$74.4K
RWM
406
Reston Wealth Management
Virginia
$69.3K +$66K +1,211 New
CB
407
Centennial Bank
Arkansas
$66.4K
FFA
408
Founders Financial Alliance
North Carolina
$64.9K -$4.79K -88 -7%
NP
409
NorthRock Partners
Minnesota
$57.2K -$5.45K -100 -9%
HFS
410
Hantz Financial Services
Michigan
$57K -$763 -14 -1%
CAL
411
Capital Advisors Ltd
Ohio
$43K -$4.96K -91 -11%
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$39.5K -$9.31K -171 -20%
GBT
413
Grove Bank & Trust
Florida
$30.6K +$1.63K +30 +6%
QCG
414
Quadrant Capital Group
Ohio
$28.9K
LFASL
415
Lugano Financial Advisors SA (LFA)
Switzerland
$28.6K
HGERS
416
Householder Group Estate & Retirement Specialist
Arizona
$28K
CPG
417
Cornerstone Planning Group
New Jersey
$28K -$54 -1 -0.2%
MWM
418
Mascoma Wealth Management
New Hampshire
$26.6K
CIAS
419
Capital Investment Advisory Services
North Carolina
$22.6K
M
420
MOTCO
Texas
$21.8K
ACA
421
Aptus Capital Advisors
Alabama
$18.3K +$2.94K +54 +20%
OFG
422
Oxford Financial Group
Indiana
$16.4K -$45.9K -842 -75%
EDRH
423
Edmond de Rothschild Holding
Switzerland
$16.3K
OC
424
Oakworth Capital
Alabama
$16K
PCWA
425
Pacific Capital Wealth Advisors
California
$11.5K -$4.03K -74 -27%

ACWX Hedge Fund Activity: Q3 2024 in Review

457 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2024, worth a combined $3.35B — down 1.5% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACWX positions and 31 closed out — a net gain of 11 holders — while 114 added to existing stakes and 154 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $114M.

  • 457 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2024, up from 448 in Q2 2024.
  • Funds reported $3.35B of iShares MSCI ACWI ex US ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 42 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2024 and 31 closed out, a net change of +11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2024 was SG Americas Securities, an estimated $23.8M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2024 was Jane Street, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.