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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
BWL
426
Bogart Wealth LLC
Virginia
$5.02K
CIR
427
Clear Investment Research
Georgia
$4.89K
KFS
428
Kelly Financial Services
Massachusetts
$4K
ADL
429
Asset Dedication LLC
California
$4K
HI
430
Harbour Investments
Wisconsin
$3.52K
GI
431
GS Investments
Minnesota
$3.28K
PCMC
432
Planning Capital Management Corporation
Pennsylvania
$3.11K -$17.9K -348 -86%
AF
433
Allworth Financial
California
$3.1K
PMFA
434
Plante Moran Financial Advisors
Michigan
$2.78K +$2.67K +52 New
National Bank of Canada
435
National Bank of Canada
Quebec, Canada
$2.7K -$3.59K -70 -58%
RAM
436
Ramirez Asset Management
New York
$2.39K -$1.37M -26,747 -100%
GWM
437
Geneos Wealth Management
Colorado
$2.08K +$2K +39 New
FWP
438
FAS Wealth Partners
Kansas
$1.68K
IFAM
439
Institutional & Family Asset Management
Colorado
$1.6K
PK
440
Pflug Koory
Nebraska
$1.33K
CSB
441
City State Bank
Iowa
$1K
AssetMark Inc
442
AssetMark Inc
California
$107 -$103 -2 -50%
HL
443
Harding Loevner
New Jersey
-$17.4M -341,142 Closed
CCM
444
Cullen Capital Management
New York
-$15.5M -302,800 Closed
CWP
445
Curated Wealth Partners
California
-$7.75M -151,020 Closed
CCMG
446
Clark Capital Management Group
Pennsylvania
-$7.69M -150,590 Closed
MYIA
447
Mount Yale Investment Advisors
Colorado
-$5.83M -114,202 Closed
HW
448
Hancock Whitney
Mississippi
-$4.52M -88,521 Closed
LI
449
LMCG Investments
Massachusetts
-$3.69M -72,264 Closed
LBC
450
Lowe Brockenbrough & Co
Virginia
-$3.6M -70,515 Closed

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.