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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
B
51
Bailard
California
$9.03M -$578K -13,000 -5%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$8.99M -$3.34M -75,127 -25%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$8.35M +$1.67M +37,433 +22%
JP Morgan Chase
54
JP Morgan Chase
New York
$7.93M +$105K +2,352 +1%
CCA
55
Column Capital Advisors
Indiana
$7.52M +$49.5K +1,113 +0.6%
QA
56
Quantitative Advantage
Minnesota
$7.32M -$137K -3,087 -2%
WT
57
Whittier Trust
California
$7.28M +$1.86M +41,745 +30%
SF
58
Synovus Financial
Georgia
$7.27M -$940K -21,128 -10%
COCM
59
Charter Oak Capital Management
New Hampshire
$6.9M +$1.14M +25,685 +17%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$6.88M -$35.1K -788 -0.5%
Osaic Holdings
61
Osaic Holdings
Arizona
$6.78M +$422K +9,494 +6%
TIM
62
Thornburg Investment Management
New Mexico
$6.75M -$38.1M -857,190 -84%
JIC
63
Johnson Investment Counsel
Ohio
$6.66M -$41.9K -941 -0.6%
KPW
64
Kore Private Wealth
New York
$6.56M +$77.6K +1,743 +1%
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
$6.42M – – –
Creative Planning
66
Creative Planning
Kansas
$6.04M -$11.7K -263 -0.2%
RJA
67
Raymond James & Associates
Florida
$6.03M +$1.5M +33,607 +29%
TAM
68
Todd Asset Management
Kentucky
$6M +$4.42M +99,415 +196%
SQA
69
Simon Quick Advisors
New Jersey
$5.98M +$531K +11,935 +9%
CM
70
Castleark Management
Illinois
$5.59M – – –
MC
71
Martin & Co
Tennessee
$5.53M +$134K +3,022 +2%
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$5.44M +$4.3M +96,600 +250%
CA
73
Cumberland Advisors
Florida
$5.26M -$3.52M -79,155 -38%
KIM
74
Karpus Investment Management
New York
$5.09M -$6.99M -157,033 -55%
CCMG
75
Clark Capital Management Group
Pennsylvania
$4.98M +$2.56M +57,496 +86%
1 2
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.