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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

497 hedge funds and large institutions have $3.52B invested in iShares MSCI ACWI ex US ETF in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 185 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+41
Holders Change %
+8.99%
% of All Funds
6.62%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
82
Increased
185
Reduced
122
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$391M
2
Lazard Asset Management
Lazard Asset Management
New York
$52.6M
3
BlackRock
BlackRock
New York
$257M
4
CCMG
Clark Capital Management Group
Pennsylvania
$30.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$37.3M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
$4.69M
2
SG Americas Securities
SG Americas Securities
New York
$0
3
C
Cliffwater
California
$57.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.35M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
401
Essex Financial Services
Connecticut
$226K -$9.91K -190 -4%
PWM
402
Perigon Wealth Management
California
$224K -$617K -11,763 -73%
JSL
403
JT Stratford LLC
Georgia
$217K – – –
ACP
404
Aviance Capital Partners
Florida
$216K +$3.13K +60 +1%
DWM
405
Destination Wealth Management
California
$214K +$214K +4,095 New
AFP
406
Alpha Financial Partners
Kentucky
$210K +$210K +4,025 New
PGFC
407
Peapack-Gladstone Financial Corp
New Jersey
$209K – – –
HCA
408
Heck Capital Advisors
Wisconsin
$207K -$8.82K -169 -4%
MA
409
Montag & Associates
Georgia
$207K – – –
FPTW
410
Franklin, Parlapiano, Turner & Welch
Texas
$205K – – –
HPC
411
HM Payson & Co
Maine
$204K – – –
CB
412
CNB Bank
Pennsylvania
$180K – – –
FWA
413
FSC Wealth Advisors
New York
$178K +$178K +3,406 New
WP
414
WealthShield Partners
North Carolina
$170K – – –
NCM
415
Northwest Capital Management
Oregon
$158K -$23.8K -456 -13%
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$158K -$16.8K -323 -10%
TPCW
417
TD Private Client Wealth
New York
$142K +$6.47K +124 +5%
MBFW
418
Morton Brown Family Wealth
Pennsylvania
$141K -$4.02K -77 -3%
MA
419
MCF Advisors
Kentucky
$136K – – –
GWM
420
Guardian Wealth Management
Illinois
$132K -$1.15K -22 -0.9%
ACA
421
Aptus Capital Advisors
Alabama
$127K +$111K +2,122 +665%
CA
422
CoreCap Advisors
Michigan
$124K – – –
HBW
423
Hazlett, Burt & Watson
West Virginia
$120K +$12.5K +237 +12%
SAM
424
Smartleaf Asset Management
Massachusetts
$118K -$2.56K -49 -2%
GI
425
GAMMA Investing
California
$103K +$34.9K +670 +51%
15 16
17
18 19