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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
MC
76
Martin & Co
Tennessee
$6.09M +$208K +4,299 +3%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$5.97M +$3M +61,901 +87%
HTC
78
Haverford Trust Company
Pennsylvania
$5.71M -$557K -11,507 -8%
SLT
79
St Louis Trust
Missouri
$5.38M -$129K -2,672 -2%
RJA
80
Raymond James & Associates
Florida
$5.26M -$228K -4,716 -4%
HW
81
Hancock Whitney
Mississippi
$5.2M -$944K -19,504 -14%
S
82
SignatureFD
Georgia
$5.18M -$183K -3,782 -3%
P
83
Pitcairn
Pennsylvania
$5.09M +$156K +3,222 +3%
FT
84
Fiduciary Trust
Massachusetts
$5.07M -$15.3K -317 -0.3%
AWA
85
Aaron Wealth Advisors
Illinois
$5.05M -$287M -5,936,015 -98%
AC
86
Apella Capital
Connecticut
$4.99M +$86.4K +1,785 +2%
LPL Financial
87
LPL Financial
California
$4.91M -$1.1M -22,750 -17%
Prudential Financial
88
Prudential Financial
New Jersey
$4.83M +$1.44M +29,727 +38%
PAS
89
Park Avenue Securities
New York
$4.54M +$708K +14,621 +17%
SHGA
90
Sand Hill Global Advisors
California
$4.44M +$181K +3,730 +4%
AI
91
Ariel Investments
Illinois
$4.41M +$2.86M +59,114 +152%
DBT
92
Dubuque Bank & Trust
Iowa
$4.08M +$3.01M +62,111 +218%
WTC
93
WhitTier Trust Company
Nevada
$3.91M -$237K -4,904 -5%
SHWM
94
Smith & Howard Wealth Management
Georgia
$3.88M +$352K +7,281 +9%
D
95
Dentgroup
Louisiana
$3.83M +$942K +19,462 +30%
PWLP
96
Prio Wealth Limited Partnership
Massachusetts
$3.76M -$87.7K -1,812 -2%
SWPG
97
Strategic Wealth Partners Group
Illinois
$3.63M +$479K +9,892 +14%
Bessemer Group
98
Bessemer Group
New Jersey
$3.52M +$317K +6,552 +9%
LNWWM
99
Laird Norton Wetherby Wealth Management
California
$3.49M -$4.41K -91 -0.1%
JWA
100
JFS Wealth Advisors
Pennsylvania
$3.28M -$624K -12,895 -15%

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.