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iShares MSCI ACWI ex US ETF

392 hedge funds and large institutions have $2.78B invested in iShares MSCI ACWI ex US ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 120

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

8% less call options, than puts

Call options by funds: $216K | Put options by funds: $234K

3% less funds holding

Funds holding: 403392 (-11)

9.81% less ownership

Funds ownership: 79.06%69.25% (-9.8%)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

15% less capital invested

Capital invested by funds: $3.28B → $2.78B (-$503M)

Holders
392
Holders Change
-11
Holders Change %
-2.73%
% of All Funds
6.6%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
48
Increased
137
Reduced
120
Closed
54
Calls
$216K
Puts
$234K
Net Calls
-$18K
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
426
ERn Financial LLC
Wisconsin
-$216K -4,139 Closed
APP
427
Avantax Planning Partners
Iowa
-$215K -4,114 Closed
CGA
428
Crescent Grove Advisors
Illinois
-$213K -4,070 Closed
DT
429
Diversified Trust
Tennessee
-$212K -4,049 Closed
GGS
430
Galvin Gaustad & Stein
Arizona
-$211K -4,035 Closed
NPF
431
Norris Perne & French
Michigan
-$210K -4,022 Closed
AIP
432
ARS Investment Partners
New York
-$208K -3,982 Closed
FPTW
433
Franklin, Parlapiano, Turner & Welch
Texas
-$205K -3,930 Closed
CC
434
Cypress Capital
Tennessee
-$204K -3,911 Closed
ACP
435
Aviance Capital Partners
Florida
-$204K -3,900 Closed
BHIA
436
Birch Hill Investment Advisors
Massachusetts
-$203K -3,883 Closed
MA
437
MAS Advisors
Florida
-$205K -3,862 Closed
FAG
438
Fortitude Advisory Group
Washington
-$91K -1,749 Closed
AssetMark Inc
439
AssetMark Inc
California
-$86K -1,636 Closed
TRCT
440
Tower Research Capital (TRC)
New York
-$68K -1,316 Closed
GEA
441
Glen Eagle Advisors
New Jersey
-$49.7K -950 Closed
PCG
442
Private Capital Group
Connecticut
-$39K -748 Closed
BBHC
443
Brown Brothers Harriman & Co
New York
-$28K -532 Closed
HPC
444
HM Payson & Co
Maine
-$26K -503 Closed
SSB
445
Sandy Spring Bank
Maryland
-$9K -175 Closed
SOW
446
State of Wyoming
Wyoming
-$1K -24 Closed
BA
447
Bellwether Advisors
Nebraska
+$48 +1 +100%

ACWX Hedge Fund Activity: Q2 2022 in Review

392 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2022, worth a combined $2.78B — down 15% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ACWX and 48 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 137 added.

The largest buyer was Bank of America, adding an estimated $73.2M. The largest seller was Aaron Wealth Advisors, cutting an estimated $287M.

  • 392 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2022, down from 403 in Q1 2022.
  • Funds reported $2.78B of iShares MSCI ACWI ex US ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 48 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2022 and 54 closed out, a net change of -6 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2022 was Bank of America, an estimated $73.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2022.