We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

422 hedge funds and large institutions have $3.01B invested in iShares MSCI ACWI ex US ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 130 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

2% more funds holding

Funds holding: 415422 (+7)

1% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 129

2.32% less ownership

Funds ownership: 73.08%70.76% (-2.3%)

7% less capital invested

Capital invested by funds: $3.26B → $3.01B (-$242M)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
422
Holders Change
+7
Holders Change %
+1.69%
% of All Funds
6.7%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.3%
New
35
Increased
130
Reduced
129
Closed
25
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
-$307K
Name Holding Trade Value Shares
Change
Change in
Stake
P
51
Pitcairn
Pennsylvania
$11.2M +$572K +11,696 +5%
BTI
52
Blue Trust Inc
Georgia
$10.5M -$948K -19,369 -8%
HWA
53
Heritage Wealth Advisors
Virginia
$10.1M -$48.4K -989 -0.5%
ST
54
Sentinel Trust
Texas
$10.1M -$262K -5,353 -2%
CCA
55
Column Capital Advisors
Indiana
$9.99M -$130K -2,657 -1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$9.97M +$673K +13,743 +7%
B
57
Bailard
California
$9.82M -$549K -11,228 -5%
SF
58
Synovus Financial
Georgia
$9.77M -$2M -40,813 -16%
RJA
59
Raymond James & Associates
Florida
$9.17M +$5.28M +107,839 +124%
JP Morgan Chase
60
JP Morgan Chase
New York
$8.58M -$2.11M -43,112 -19%
Truist Financial
61
Truist Financial
North Carolina
$8.49M -$2.48M -50,753 -22%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$8.33M +$573K +11,703 +7%
AI
63
Ariel Investments
Illinois
$8.16M +$1.92M +39,278 +29%
NA
64
NewEdge Advisors
Louisiana
$8.13M +$334K +6,833 +4%
COCM
65
Charter Oak Capital Management
New Hampshire
$8.06M -$171K -3,492 -2%
WT
66
Whittier Trust
California
$7.86M +$1.75M +35,789 +27%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$7.61M +$567K +11,587 +8%
JIC
68
Johnson Investment Counsel
Ohio
$7.41M -$155K -3,161 -2%
DS
69
DRW Securities
Illinois
$7.25M -$25.4M -518,170 -77%
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.07M -$577K -11,782 -7%
SR
71
Syntax Research
Florida
$6.95M +$7.24M +147,938 New
FSA
72
Financial Services Advisory
Maryland
$6.93M -$13M -265,354 -64%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$6.74M +$969K +19,810 +16%
CM
74
Castleark Management
Illinois
$6.57M
Creative Planning
75
Creative Planning
Kansas
$6.53M -$243K -4,968 -3%

ACWX Hedge Fund Activity: Q3 2023 in Review

422 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2023, worth a combined $3.01B — down 7.4% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ACWX positions and 25 closed out — a net gain of 10 holders — while 130 added to existing stakes and 129 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $34.6M. The largest seller was Flow Traders U.S., cutting an estimated $136M.

  • 422 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2023, up from 415 in Q2 2023.
  • Funds reported $3.01B of iShares MSCI ACWI ex US ETF stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 35 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2023 and 25 closed out, a net change of +10 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2023 was Old Mission Capital, an estimated $34.6M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2023 was Flow Traders U.S., an estimated $136M sold.

Based on aggregated 13F filings for Q3 2023.