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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
KIM
51
Karpus Investment Management
New York
$12.8M -$663K -13,690 -5%
CWG
52
Cornerstone Wealth Group
North Carolina
$12.7M +$6.37M +131,551 +87%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$11.6M -$14.9K -308 -0.1%
B
54
Bailard
California
$10.7M -$278K -5,746 -2%
Jennison Associates
55
Jennison Associates
New York
$10.7M -$715K -14,772 -6%
HighTower Advisors
56
HighTower Advisors
Illinois
$10.5M -$120K -2,481 -1%
CA
57
Cumberland Advisors
Florida
$9.48M -$5.21M -107,655 -34%
SF
58
Synovus Financial
Georgia
$9.13M +$103K +2,137 +1%
JP Morgan Chase
59
JP Morgan Chase
New York
$8.81M +$473K +9,763 +5%
CCA
60
Column Capital Advisors
Indiana
$8.41M +$121K +2,492 +1%
QA
61
Quantitative Advantage
Minnesota
$8.37M -$688K -14,213 -7%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$7.77M +$63.5K +1,311 +0.8%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$7.7M -$6.75M -139,519 -45%
JIC
64
Johnson Investment Counsel
Ohio
$7.53M -$3.34K -69 -0%
KPW
65
Kore Private Wealth
New York
$7.3M +$616K +12,722 +9%
Osaic Holdings
66
Osaic Holdings
Arizona
$7.2M +$3.39K +70 +0%
Luther King Capital Management (LKCM)
67
Luther King Capital Management (LKCM)
Texas
$7.17M
Creative Planning
68
Creative Planning
Kansas
$6.8M +$127K +2,619 +2%
AI
69
Atria Investments
North Carolina
$6.79M +$2.11M +43,647 +41%
COCM
70
Charter Oak Capital Management
New Hampshire
$6.61M +$403K +8,335 +6%
SBL
71
Sargent Bickham Lagudis
Colorado
$6.5M -$774 -16 -0%
Polen Capital Management
72
Polen Capital Management
Florida
$6.35M -$18.7M -387,290 -73%
SQA
73
Simon Quick Advisors
New Jersey
$6.34M -$9.15M -189,048 -58%
WT
74
Whittier Trust
California
$6.31M -$40.1K -828 -0.6%
CM
75
Castleark Management
Illinois
$6.29M

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.