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iShares MSCI ACWI ex US ETF

422 hedge funds and large institutions have $3.12B invested in iShares MSCI ACWI ex US ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 118 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 33

26% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $1.9M

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

20% more capital invested

Capital invested by funds: $2.6B → $3.12B (+$521M)

16% more funds holding

Funds holding: 363422 (+59)

0.23% less ownership

Funds ownership: 75.52%75.29% (-0.23%)

12% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 134

Holders
422
Holders Change
+59
Holders Change %
+16.25%
% of All Funds
6.78%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
100
Increased
118
Reduced
134
Closed
33
Calls
$2.4M
Puts
$1.9M
Net Calls
+$500K
Net Calls Change
+$41.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
26
Harding Loevner
New Jersey
$27.1M +$26M +593,595 +27,609%
SW
27
SVB Wealth
Massachusetts
$24.3M +$4.28M +97,558 +22%
Franklin Resources
28
Franklin Resources
California
$23.9M -$2.77M -63,056 -11%
US Bancorp
29
US Bancorp
Minnesota
$23.9M +$6.18M +140,921 +37%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$23M +$567K +12,919 +3%
Mariner
31
Mariner
Kansas
$22.5M -$2.41M -54,958 -10%
Jane Street
32
Jane Street
New York
$20.6M +$19.9M +452,999 New
Polen Capital Management
33
Polen Capital Management
Florida
$19.4M +$14M +319,729 +300%
CB
34
Cadence Bank
Mississippi
$19.3M -$401K -9,154 -2%
WB
35
WesBanco Bank
West Virginia
$19.1M +$1.84M +41,850 +11%
TF
36
TLWM Financial
Texas
$19M +$1.3M +29,553 +8%
Cerity Partners
37
Cerity Partners
New York
$18.7M +$560K +12,768 +3%
GAG
38
GM Advisory Group
New York
$18.6M -$8.71M -198,564 -33%
OPCM
39
Osborne Partners Capital Management
California
$18M +$17M +386,775 +4,106%
BTI
40
Blue Trust Inc
Georgia
$17.3M -$41.8K -952 -0.2%
MCCA
41
Mill Creek Capital Advisors
Pennsylvania
$16.9M +$16.3M +370,516 New
SBL
42
Sargent Bickham Lagudis
Colorado
$16.7M -$970K -22,127 -6%
Lazard Asset Management
43
Lazard Asset Management
New York
$16.6M -$1.38M -31,459 -8%
ZCA
44
Zeke Capital Advisors
Pennsylvania
$16.2M -$2.54M -57,990 -14%
Mawer Investment Management
45
Mawer Investment Management
Alberta, Canada
$16M +$15.4M +351,222 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$14.6M +$4.2M +95,723 +43%
Truist Financial
47
Truist Financial
North Carolina
$14.5M -$476K -10,860 -3%
ST
48
Sentinel Trust
Texas
$14.3M -$1.88M -42,882 -12%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$13.5M -$555K -12,651 -4%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$12.4M +$2.84M +64,838 +31%

ACWX Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2022, worth a combined $3.12B — up 20% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ACWX positions and 33 closed out — a net gain of 67 holders — while 118 added to existing stakes and 134 trimmed.

The largest buyer was RhumbLine Advisers, opening a new position worth an estimated $96.6M. The largest seller was Wellington Management Group, cutting an estimated $86.8M.

  • 422 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2022, up from 363 in Q3 2022.
  • Funds reported $3.12B of iShares MSCI ACWI ex US ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 100 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2022 and 33 closed out, a net change of +67 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2022 was RhumbLine Advisers, an estimated $96.6M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2022 was Wellington Management Group, an estimated $86.8M sold.

Based on aggregated 13F filings for Q4 2022.