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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 %
IBOK
426
Independence Bank of Kentucky
Kentucky
$97.9K – – –
EFP
427
EnRich Financial Partners
Wisconsin
$90.4K – – –
WBC
428
West Branch Capital
Massachusetts
$86.1K – – –
TRSOTSOK
429
Teachers Retirement System of the State of Kentucky
Kentucky
$86K – – –
LWA
430
Lowe Wealth Advisors
Maryland
$85.4K – – –
PS
431
Principal Securities
Iowa
$84.3K +$5.95K +114 +8%
SPIA
432
Steward Partners Investment Advisory
New York
$73.5K – – –
BIM
433
Breakwater Investment Management
Washington
$73.4K – – –
BBHC
434
Brown Brothers Harriman & Co
New York
$72.9K – – –
OHWP
435
Oak Harbor Wealth Partners
North Carolina
$67.8K – – –
KIM
436
Kestra Investment Management
Texas
$66K +$66K +1,265 New
CB
437
Centennial Bank
Arkansas
$60.6K – – –
FFA
438
Founders Financial Alliance
North Carolina
$60K +$835 +16 +1%
FA
439
Fedenia Advisers
Wisconsin
$54.8K +$54.8K +1,050 New
1L
440
10Elms LLP
Oklahoma
$52.9K +$52.9K +1,015 New
NP
441
NorthRock Partners
Minnesota
$52.2K – – –
CBT
442
CoreFirst Bank & Trust
Kansas
$51K +$51K +978 New
LFA
443
LGT Financial Advisors
Texas
$49.8K -$27.5K -527 -36%
AWM
444
AE Wealth Management
Kansas
$47.2K +$47.2K +905 New
HFS
445
Hantz Financial Services
Michigan
$44K -$8.51K -162 -16%
National Bank of Canada
446
National Bank of Canada
Quebec, Canada
$42.6K +$6.57K +126 +18%
AssetMark Inc
447
AssetMark Inc
California
$39.2K +$39.2K +752 New
CAL
448
Capital Advisors Ltd
Ohio
$36K -$2.84K -55 -7%
CFP
449
Comprehensive Financial Planning
Pennsylvania
$30.3K +$30.3K +581 New
CWM
450
Copia Wealth Management
Oregon
$27.6K +$27.6K +530 New
16 17
18
19 20