We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

457 hedge funds and large institutions have $3.35B invested in iShares MSCI ACWI ex US ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

2% more funds holding

Funds holding: 448457 (+9)

2% less capital invested

Capital invested by funds: $3.4B → $3.35B (-$52.3M)

5.69% less ownership

Funds ownership: 75.37%69.67% (-5.7%)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.56%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
42
Increased
114
Reduced
154
Closed
31
Calls
Puts
$309K
Net Calls
-$309K
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$7.77M +$139K +2,547 +2%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$7.74M
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$7.69M +$4.96M +91,094 +211%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.37M -$123K -2,255 -2%
PAS
80
Park Avenue Securities
New York
$7.29M +$1.3M +23,938 +23%
Jennison Associates
81
Jennison Associates
New York
$7.18M +$1.53M +28,099 +29%
BTI
82
Blue Trust Inc
Georgia
$7.03M -$137K -2,520 -2%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$6.97M +$1.65M +30,280 +33%
MC
84
Martin & Co
Tennessee
$6.72M -$26.8K -492 -0.4%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$6.69M -$843K -15,480 -12%
SHGA
86
Sand Hill Global Advisors
California
$6.59M -$51K -937 -0.8%
Brown Advisory
87
Brown Advisory
Maryland
$6.45M +$169K +3,105 +3%
FWM
88
FFT Wealth Management
Pennsylvania
$6.42M
AC
89
Apella Capital
Connecticut
$6.37M -$59.8K -1,098 -1%
D
90
Dentgroup
Louisiana
$6.34M +$21.1K +388 +0.4%
CAS
91
Coppell Advisory Solutions
Texas
$6.28M +$518K +9,511 +10%
GIM
92
Goelzer Investment Management
Indiana
$6.27M -$250K -4,595 -4%
PPWP
93
Premier Path Wealth Partners
New Jersey
$6.19M +$1.27M +23,251 +27%
SR
94
Syntax Research
Florida
$6.1M -$129K -2,364 -2%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$6.09M +$248K +4,559 +4%
SLT
96
St Louis Trust
Missouri
$5.66M
CCM
97
Coldstream Capital Management
Washington
$5.54M +$5.65M +103,670 New
SHWM
98
Smith & Howard Wealth Management
Georgia
$5.45M -$50.1K -920 -1%
Stifel Financial
99
Stifel Financial
Missouri
$5.22M -$405K -7,439 -8%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$5.18M -$1.64M -30,175 -25%

ACWX Hedge Fund Activity: Q3 2024 in Review

457 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2024, worth a combined $3.35B — down 1.5% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACWX positions and 31 closed out — a net gain of 11 holders — while 114 added to existing stakes and 154 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $114M.

  • 457 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2024, up from 448 in Q2 2024.
  • Funds reported $3.35B of iShares MSCI ACWI ex US ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 42 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2024 and 31 closed out, a net change of +11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2024 was SG Americas Securities, an estimated $23.8M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2024 was Jane Street, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.