We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

498 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

156% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 122

9% more funds holding

Funds holding: 457498 (+41)

5% more capital invested

Capital invested by funds: $3.35B → $3.52B (+$173M)

3.32% more ownership

Funds ownership: 69.67%72.99% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
498
Holders Change
+41
Holders Change %
+8.97%
% of All Funds
6.56%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GI
426
GAMMA Investing
California
$103K +$36.6K +670 +51%
IBOK
427
Independence Bank of Kentucky
Kentucky
$97.9K
EFP
428
EnRich Financial Partners
Wisconsin
$90.4K
WBC
429
West Branch Capital
Massachusetts
$86.1K
TRSOTSOK
430
Teachers Retirement System of the State of Kentucky
Kentucky
$86K
LWA
431
Lowe Wealth Advisors
Maryland
$85.4K
PS
432
Principal Securities
Iowa
$84.3K +$6.24K +114 +8%
SPIA
433
Steward Partners Investment Advisory
New York
$73.5K
BIM
434
Breakwater Investment Management
Washington
$73.4K
BBHC
435
Brown Brothers Harriman & Co
New York
$72.9K
OHWP
436
Oak Harbor Wealth Partners
North Carolina
$67.8K
KIM
437
Kestra Investment Management
Texas
$66K +$69.2K +1,265 New
CB
438
Centennial Bank
Arkansas
$60.6K
FFA
439
Founders Financial Alliance
North Carolina
$60K +$875 +16 +1%
FA
440
Fedenia Advisers
Wisconsin
$54.8K +$57.4K +1,050 New
1L
441
10Elms LLP
Oklahoma
$52.9K +$55.5K +1,015 New
NP
442
NorthRock Partners
Minnesota
$52.2K
CBT
443
CoreFirst Bank & Trust
Kansas
$51K +$53.5K +978 New
LFA
444
LGT Financial Advisors
Texas
$49.8K -$28.8K -527 -36%
AWM
445
AE Wealth Management
Kansas
$47.2K +$49.5K +905 New
HFS
446
Hantz Financial Services
Michigan
$44K -$8.86K -162 -16%
National Bank of Canada
447
National Bank of Canada
Quebec, Canada
$42.6K +$6.89K +126 +18%
AssetMark Inc
448
AssetMark Inc
California
$39.2K +$41.1K +752 New
CAL
449
Capital Advisors Ltd
Ohio
$36K -$3.01K -55 -7%
CFP
450
Comprehensive Financial Planning
Pennsylvania
$30.3K +$31.8K +581 New

ACWX Hedge Fund Activity: Q4 2024 in Review

498 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2024, worth a combined $3.52B — up 5.2% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ACWX positions and 32 closed out — a net gain of 50 holders — while 185 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $140M. The largest seller was Factory Mutual Insurance, cutting an estimated $58.6M.

  • 498 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2024, up from 457 in Q3 2024.
  • Funds reported $3.52B of iShares MSCI ACWI ex US ETF stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 82 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2024 and 32 closed out, a net change of +50 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2024 was Bank of America, an estimated $140M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2024 was Factory Mutual Insurance, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.