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iShares MSCI ACWI ex US ETF

457 hedge funds and large institutions have $3.35B invested in iShares MSCI ACWI ex US ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

2% more funds holding

Funds holding: 448457 (+9)

2% less capital invested

Capital invested by funds: $3.4B → $3.35B (-$52.3M)

5.69% less ownership

Funds ownership: 75.37%69.67% (-5.7%)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.56%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
42
Increased
114
Reduced
154
Closed
31
Calls
Puts
$309K
Net Calls
-$309K
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$31.5M +$1.42M +26,060 +5%
Franklin Resources
27
Franklin Resources
California
$29.7M -$135K -2,480 -0.5%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$28.6M -$654 -12 -0%
CIA
29
Capital Investment Advisors
Georgia
$26.4M -$533K -9,780 -2%
AllianceBernstein
30
AllianceBernstein
Tennessee
$26.3M +$218K +4,008 +0.9%
SG Americas Securities
31
SG Americas Securities
New York
$25M +$23.8M +437,000 New
Mariner
32
Mariner
Kansas
$23.5M +$629K +11,552 +3%
CB
33
Cadence Bank
Mississippi
$22.8M +$21.7M +398,626 New
IUHSA
34
Itau Unibanco Holding S.A.
Brazil
$22.6M +$15.9M +292,664 +285%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$22M -$6.1M -112,046 -23%
SWM
36
Spire Wealth Management
Virginia
$21.9M -$453K -8,309 -2%
CWG
37
Cornerstone Wealth Group
North Carolina
$21M -$661K -12,128 -3%
WAG
38
Winthrop Advisory Group
Massachusetts
$20M +$18.6M +340,775 +4,254%
KAS
39
Kestra Advisory Services
Texas
$19.4M +$399K +7,321 +2%
CI
40
Clal Insurance
Israel
$18.9M +$18M +330,173 New
OPCM
41
Osborne Partners Capital Management
California
$18.3M -$91.5K -1,680 -0.5%
LPT
42
Legacy Private Trust
Wisconsin
$17.8M -$1.12M -20,537 -6%
HWA
43
Heritage Wealth Advisors
Virginia
$17.7M
Corient Private Wealth
44
Corient Private Wealth
Florida
$16.3M -$1.45M -26,620 -9%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$16.1M -$12.8M -235,631 -46%
William Blair & Company
46
William Blair & Company
Illinois
$16M +$349K +6,413 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$16M -$650K -11,924 -4%
PJWM
48
Philip James Wealth Mangement
Georgia
$15.4M +$279K +5,118 +2%
LPL Financial
49
LPL Financial
California
$15.3M +$2.07M +37,977 +17%
Lazard Asset Management
50
Lazard Asset Management
New York
$14.6M -$7.3M -133,970 -34%

ACWX Hedge Fund Activity: Q3 2024 in Review

457 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2024, worth a combined $3.35B — down 1.5% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACWX positions and 31 closed out — a net gain of 11 holders — while 114 added to existing stakes and 154 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $114M.

  • 457 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2024, up from 448 in Q2 2024.
  • Funds reported $3.35B of iShares MSCI ACWI ex US ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 42 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2024 and 31 closed out, a net change of +11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2024 was SG Americas Securities, an estimated $23.8M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2024 was Jane Street, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.