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iShares MSCI ACWI ex US ETF

440 hedge funds and large institutions have $3.41B invested in iShares MSCI ACWI ex US ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1% less capital invested

Capital invested by funds: $3.45B → $3.41B (-$40.9M)

2.86% less ownership

Funds ownership: 73.84%70.99% (-2.9%)

4% less funds holding

Funds holding: 457440 (-17)

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

34% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 164

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $592K

Holders
440
Holders Change
-17
Holders Change %
-3.72%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
35
Increased
109
Reduced
164
Closed
46
Calls
Puts
$592K
Net Calls
-$592K
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$7.22M
D
77
Dentgroup
Louisiana
$7M +$420K +8,188 +7%
TIM
78
Thornburg Investment Management
New Mexico
$6.92M +$244K +4,757 +4%
BTI
79
Blue Trust Inc
Georgia
$6.89M -$1.98M -38,561 -23%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$6.88M -$15.1M -294,315 -70%
MC
81
Martin & Co
Tennessee
$6.69M -$116K -2,262 -2%
PWLP
82
Prio Wealth Limited Partnership
Massachusetts
$6.63M +$2.3M +44,828 +57%
GI
83
GLOBALT Investments
Georgia
$6.5M -$13.1K -255 -0.2%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$6.49M +$270K +5,264 +5%
GIM
85
Goelzer Investment Management
Indiana
$6.25M -$29.4K -573 -0.5%
SHGA
86
Sand Hill Global Advisors
California
$6.2M
CAN
87
Cetera Advisor Networks
California
$6.05M -$276K -5,380 -5%
AC
88
Apella Capital
Connecticut
$6.02M -$225K -4,375 -4%
FWM
89
FFT Wealth Management
Pennsylvania
$5.99M
Brown Advisory
90
Brown Advisory
Maryland
$5.85M +$30K +585 +0.5%
AWA
91
Aaron Wealth Advisors
Illinois
$5.38M -$22.5K -439 -0.4%
Comerica Bank
92
Comerica Bank
Texas
$5.32M -$1.85M -36,121 -27%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$5.32M +$1.46M +28,417 +40%
SLT
94
St Louis Trust
Missouri
$5.22M +$14.7K +287 +0.3%
SHWM
95
Smith & Howard Wealth Management
Georgia
$5.17M +$76.7K +1,495 +2%
Stifel Financial
96
Stifel Financial
Missouri
$5.08M +$240K +4,680 +5%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$4.95M -$102K -1,994 -2%
Renaissance Technologies
98
Renaissance Technologies
New York
$4.83M +$4.64M +90,400 New
SHF
99
Stage Harbor Financial
Massachusetts
$4.76M -$81.6K -1,590 -2%
BP
100
Ballentine Partners
Massachusetts
$4.54M -$13.3K -260 -0.3%

ACWX Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q1 2024, worth a combined $3.41B — down 1.2% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWX and 35 opened new positions — a net loss of 11 holders — while 164 trimmed existing stakes and 109 added.

The largest buyer was Flow Traders U.S., adding an estimated $45.4M. The largest seller was Morgan Stanley, cutting an estimated $219M.

  • 440 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q1 2024, down from 457 in Q4 2023.
  • Funds reported $3.41B of iShares MSCI ACWI ex US ETF stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares MSCI ACWI ex US ETF positions in Q1 2024 and 46 closed out, a net change of -11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $45.4M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q1 2024 was Morgan Stanley, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2024.