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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

494 hedge funds and large institutions have $3.75B invested in iShares MSCI ACWI ex US ETF in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 127 increasing their positions, 161 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
6.71%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.3%
New
57
Increased
127
Reduced
161
Closed
49
Calls
$6K
Puts
$72K
Net Calls
-$66K
Net Calls Change
-$66K

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$95M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$78.8M
3
AWC
3
Abundance Wealth Counselors
Pennsylvania
$28.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$223M
5
Jane Street
5
Jane Street
New York
$66.5M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$120M
2
Bank of America
2
Bank of America
North Carolina
$328M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$13M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$963K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
76
Lowe Brockenbrough & Co
Virginia
$8.33M +$4.44M +80,000 +114%
AWMNH
77
Arcadia Wealth Management (New Hampshire)
New Hampshire
$8.33M +$534K +9,626 +7%
CA
78
Cumberland Advisors
Florida
$8.27M +$68.2K +1,230 +0.8%
COCM
79
Charter Oak Capital Management
New Hampshire
$8.22M -$157K -2,827 -2%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$8.15M -$3.06M -55,252 -27%
JIC
81
Johnson Investment Counsel
Ohio
$8.05M -$276K -4,974 -3%
CCP
82
Cassia Capital Partners
North Carolina
$7.98M -$121K -2,174 -1%
IC
83
Iconiq Capital
California
$7.88M – – –
SIM
84
SSI Investment Management
California
$7.7M +$7.7M +138,822 New
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$7.5M – – –
Creative Planning
86
Creative Planning
Kansas
$7.38M -$468K -8,443 -6%
SOW
87
State of Wyoming
Wyoming
$7.01M -$418K -7,539 -6%
ST
88
Sentinel Trust
Texas
$7.01M -$521K -9,390 -7%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$6.7M -$3.62M -65,230 -35%
BTI
90
Blue Trust Inc
Georgia
$6.48M -$118K -2,128 -2%
MC
91
Martin & Co
Tennessee
$6.43M +$156K +2,806 +2%
SHGA
92
Sand Hill Global Advisors
California
$6.39M – – –
Brown Advisory
93
Brown Advisory
Maryland
$5.94M -$516K -9,312 -8%
CCM
94
Coldstream Capital Management
Washington
$5.77M +$16.6K +300 +0.3%
AC
95
Apella Capital
Connecticut
$5.74M -$85K -1,605 -1%
Stifel Financial
96
Stifel Financial
Missouri
$5.68M -$89.7K -1,617 -2%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$5.66M -$1.04M -18,764 -16%
GIM
98
Goelzer Investment Management
Indiana
$5.64M -$288K -5,198 -5%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$5.61M +$86K +1,550 +2%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$5.48M +$1.2M +21,591 +28%
2 3
4
5 6