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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
BTI
26
Blue Trust Inc
Georgia
$25.5M +$23.6M +487,355 New
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$23.3M +$3.83M +79,043 +18%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$23.1M +$13.3M +275,414 +116%
Wells Fargo
29
Wells Fargo
California
$22.9M +$9.32M +192,473 +61%
Lazard Asset Management
30
Lazard Asset Management
New York
$22.8M +$356K +7,346 +1%
Citadel Advisors
31
Citadel Advisors
Florida
$22.4M +$24.1M +497,932 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$22.2M +$2.79M +57,740 +13%
ZCA
33
Zeke Capital Advisors
Pennsylvania
$21.1M +$3.24M +66,926 +17%
TF
34
TLWM Financial
Texas
$20.5M +$189K +3,910 +0.9%
ST
35
Sageworth Trust
Pennsylvania
$20.3M +$14.8M +305,386 +211%
CB
36
Cadence Bank
Mississippi
$19.9M -$494K -10,212 -2%
MGIA
37
Moneta Group Investment Advisors
Missouri
$19.4M +$19.2M +396,415 +1,136%
Cerity Partners
38
Cerity Partners
New York
$18.7M +$6.76M +139,607 +51%
SW
39
SVB Wealth
Massachusetts
$18.4M +$601K +12,420 +3%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$17.9M -$5.1M -105,428 -21%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$17.7M -$6.07M -125,339 -24%
ST
42
Sentinel Trust
Texas
$16.9M +$7.85M +162,148 +76%
US Bancorp
43
US Bancorp
Minnesota
$16.8M -$148K -3,051 -0.8%
WB
44
WesBanco Bank
West Virginia
$14.6M +$2.11M +43,606 +16%
SWM
45
Spire Wealth Management
Virginia
$14.6M -$6.85M -141,498 -30%
Truist Financial
46
Truist Financial
North Carolina
$14.3M -$671K -13,866 -4%
GIM
47
Goelzer Investment Management
Indiana
$13.8M -$374K -7,732 -2%
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$13.5M +$14.5M +300,000 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$13.5M -$5.16M -106,682 -26%
S
50
Surevest
California
$13.4M +$247K +5,100 +2%

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.