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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
AI
451
Ariel Investments
Illinois
-$3.36M -65,769 Closed
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
-$2.58M -50,567 Closed
HF
453
HRT Financial
New York
-$1.91M -37,517 Closed
Neuberger Berman Group
454
Neuberger Berman Group
New York
-$1.45M -28,500 Closed
AWM
455
AE Wealth Management
Kansas
-$1.03M -20,389 Closed
Pzena Investment Management
456
Pzena Investment Management
New York
-$980K -19,209 Closed
ACM
457
Advisors Capital Management
New Jersey
-$639K -12,520 Closed
FA
458
FDx Advisors
Illinois
-$596K -11,685 Closed
DWA
459
Dorsey Wright & Associates
California
-$571K -11,187 Closed
SAG
460
SageView Advisory Group
California
-$562K -11,138 Closed
SCM
461
Shelton Capital Management
Colorado
-$556K -10,901 Closed
BHPW
462
Beverly Hills Private Wealth
California
-$394K -7,716 Closed
FWA
463
FSC Wealth Advisors
New York
-$383K -7,510 Closed
ES
464
Eagle Strategies
New York
-$363K -7,118 Closed
SWS
465
SYSTM Wealth Solutions
Illinois
-$334K -6,547 Closed
FNBOH
466
First National Bank of Hutchinson
Kansas
-$331K -6,477 Closed
Betterment LLC
467
Betterment LLC
New York
-$317K -6,212 Closed
AWM
468
Axxcess Wealth Management
California
-$299K -5,853 Closed
JCM
469
Janney Capital Management
Pennsylvania
-$275K -5,391 Closed
Capital World Investors
470
Capital World Investors
California
-$261K -5,111 Closed
SFG
471
Summit Financial Group
West Virginia
-$257K -5,037 Closed
MWM
472
Moran Wealth Management
Florida
-$257K -5,034 Closed
AWS
473
Atria Wealth Solutions
New York
-$248K -4,858 Closed
LSAG
474
Lake Street Advisors Group
New Hampshire
-$238K -4,654 Closed
Capital Research Global Investors
475
Capital Research Global Investors
California
-$233K -4,568 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.