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iShares MSCI ACWI ex US ETF
ACWX

498 hedge funds and large institutions have $3.52B invested in iShares MSCI ACWI ex US ETF in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 185 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 122

9% more funds holding

Funds holding: 457 → 498 (+41)

5% more capital invested

Capital invested by funds: $3.35B → $3.52B (+$173M)

3.32% more ownership

Funds ownership: 69.67% → 72.99% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
498
Holders Change
+41
Holders Change %
+8.97%
% of All Funds
6.56%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
82
Increased
185
Reduced
122
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$140M
2
Lazard Asset Management
Lazard Asset Management
New York
+$41.2M
3
BlackRock
BlackRock
New York
+$40.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$32.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.7M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
-$58.6M
2
SG Americas Securities
SG Americas Securities
New York
-$25M
3
C
Cliffwater
California
-$16.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.5M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
26
GM Advisory Group
New York
$35.5M +$1.68M +30,767 +5%
JFGIW
27
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35M -$12.2M -222,160 -25%
WB
28
WesBanco Bank
West Virginia
$34.6M +$2.41M +44,021 +7%
CCMG
29
Clark Capital Management Group
Pennsylvania
$30.8M +$32.3M +590,275 New
TIM
30
Thornburg Investment Management
New Mexico
$29.5M +$21.7M +397,007 +237%
Franklin Resources
31
Franklin Resources
California
$26.6M -$714K -13,051 -2%
AllianceBernstein
32
AllianceBernstein
Tennessee
$24.7M +$711K +12,999 +3%
MML Investors Services
33
MML Investors Services
Massachusetts
$24.6M -$7.49M -136,946 -23%
CIA
34
Capital Investment Advisors
Georgia
$23.4M -$687K -12,566 -3%
CI
35
Clal Insurance
Israel
$23.1M +$6.11M +111,747 +34%
Jennison Associates
36
Jennison Associates
New York
$22.9M +$17.1M +313,156 +250%
HL
37
Harding Loevner
New Jersey
$22.3M +$23.4M +427,258 New
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$22.1M +$22.6M +412,635 +5,249%
CB
39
Cadence Bank
Mississippi
$21.8M +$1.07M +19,591 +5%
IUHSA
40
Itau Unibanco Holding S.A.
Brazil
$20.6M -$38.3K -700 -0.2%
KAS
41
Kestra Advisory Services
Texas
$20.4M +$2.8M +51,129 +15%
Polen Capital Management
42
Polen Capital Management
Florida
$19.8M +$18.6M +340,791 +863%
Corient Private Wealth
43
Corient Private Wealth
Florida
$19.8M +$10.4M +189,560 +67%
LPL Financial
44
LPL Financial
California
$19.1M +$5.35M +97,789 +37%
CWG
45
Cornerstone Wealth Group
North Carolina
$18.4M -$776K -14,184 -4%
Wells Fargo
46
Wells Fargo
California
$17.7M +$8.24M +150,562 +79%
Comerica Bank
47
Comerica Bank
Texas
$17M +$7.09M +129,594 +66%
HWA
48
Heritage Wealth Advisors
Virginia
$16.1M – – –
OPCM
49
Osborne Partners Capital Management
California
$16.1M -$572K -10,465 -3%
SWM
50
Spire Wealth Management
Virginia
$16.1M -$4.11M -75,219 -20%
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ACWX Hedge Fund Activity: Q4 2024 in Review

498 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2024, worth a combined $3.52B — up 5.2% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ACWX positions and 32 closed out — a net gain of 50 holders — while 185 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $140M. The largest seller was Factory Mutual Insurance, cutting an estimated $58.6M.

  • 498 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2024, up from 457 in Q3 2024.
  • Funds reported $3.52B of iShares MSCI ACWI ex US ETF stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 82 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2024 and 32 closed out, a net change of +50 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2024 was Bank of America, an estimated $140M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2024 was Factory Mutual Insurance, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.