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iShares MSCI ACWI ex US ETF
ACWX

363 hedge funds and large institutions have $2.6B invested in iShares MSCI ACWI ex US ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 129 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.27% more ownership

Funds ownership: 69.25% → 75.52% (+6.3%)

6% less funds holding in top 10

Funds holding in top 10: 17 → 16 (-1)

6% less capital invested

Capital invested by funds: $2.78B → $2.6B (-$180M)

7% less funds holding

Funds holding: 392 → 363 (-29)

26% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 129

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

99% less call options, than puts

Call options by funds: $572K | Put options by funds: $41.3M

Holders
363
Holders Change
-29
Holders Change %
-7.4%
% of All Funds
6.25%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
37
Increased
95
Reduced
129
Closed
61
Calls
$572K
Puts
$41.3M
Net Calls
-$40.7M
Net Calls Change
-$40.7M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$93.2M
2
ST
Sageworth Trust
Pennsylvania
+$64.2M
3
FTUS
Flow Traders U.S.
New York
+$36.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$33M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$27.9M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$44.4M
2
TIM
Thornburg Investment Management
New Mexico
-$38.1M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$34M
4
Jane Street
Jane Street
New York
-$32.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
TLWM Financial
Texas
$21.2M -$2.96M -66,593 -15%
Goldman Sachs
27
Goldman Sachs
New York
$20.8M -$8.55M -192,070 -27%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$19.7M -$61.8K -1,388 -0.3%
BTI
29
Blue Trust Inc
Georgia
$19.5M -$2.43M -54,595 -11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$17.7M -$3.15M -70,893 -14%
SW
31
SVB Wealth
Massachusetts
$17.4M +$1.17M +26,371 +6%
CB
32
Cadence Bank
Mississippi
$17.3M -$474K -10,659 -2%
MGIA
33
Moneta Group Investment Advisors
Missouri
$16.9M -$412K -9,267 -2%
ZCA
34
Zeke Capital Advisors
Pennsylvania
$16.5M -$2.51M -56,319 -12%
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$16M +$17.8M +400,000 New
Cerity Partners
36
Cerity Partners
New York
$16M -$699K -15,717 -4%
Lazard Asset Management
37
Lazard Asset Management
New York
$15.8M -$4.94M -110,933 -22%
SBL
38
Sargent Bickham Lagudis
Colorado
$15.6M +$10.9M +245,656 +170%
US Bancorp
39
US Bancorp
Minnesota
$15.4M +$505K +11,357 +3%
WB
40
WesBanco Bank
West Virginia
$15.1M +$2.43M +54,650 +17%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$15M -$837K -18,818 -5%
ST
42
Sentinel Trust
Texas
$14.3M -$838K -18,837 -5%
MSL
43
Mackay Shields LLC
New York
$13.6M +$15.1M +340,154 New
Wells Fargo
44
Wells Fargo
California
$13.3M -$7.92M -177,980 -35%
Truist Financial
45
Truist Financial
North Carolina
$13.2M +$533K +11,982 +4%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$12.3M +$2.27M +50,987 +20%
S
47
Surevest
California
$12.3M +$451K +10,139 +3%
GIM
48
Goelzer Investment Management
Indiana
$10.5M -$1.98M -44,542 -15%
SWM
49
Spire Wealth Management
Virginia
$10.4M -$2.79M -62,796 -19%
HighTower Advisors
50
HighTower Advisors
Illinois
$9.12M -$275K -6,180 -3%
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ACWX Hedge Fund Activity: Q3 2022 in Review

363 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2022, worth a combined $2.6B — down 6.5% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ACWX and 37 opened new positions — a net loss of 24 holders — while 129 trimmed existing stakes and 95 added.

The largest buyer was Allspring Global Investments, adding an estimated $93.2M. The largest seller was Harding Loevner, cutting an estimated $44.4M.

  • 363 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2022, down from 392 in Q2 2022.
  • Funds reported $2.6B of iShares MSCI ACWI ex US ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
  • 37 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2022 and 61 closed out, a net change of -24 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2022 was Allspring Global Investments, an estimated $93.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2022 was Harding Loevner, an estimated $44.4M sold.

Based on aggregated 13F filings for Q3 2022.