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iShares MSCI ACWI ex US ETF
ACWX

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: 415 → 422 (+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: 23 → 19 (-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

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$34.6M
2
Goldman Sachs
Goldman Sachs
New York
+$33.2M
3
Bank of America
Bank of America
North Carolina
+$26.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$21.9M
5
FMI
Factory Mutual Insurance
Massachusetts
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$136M
2
Cerity Partners
Cerity Partners
New York
-$28.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.6M
4
DS
DRW Securities
Illinois
-$25.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
126
Beta Wealth Group
California
$2.56M +$139K +2,840 +6%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$2.55M +$2.65M +54,234 New
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$2.55M -$656K -13,399 -20%
CB
129
Community Bank
New York
$2.55M -$40.2K -821 -1%
BWM
130
Baystate Wealth Management
Massachusetts
$2.54M +$32.5K +664 +1%
CS
131
Comerica Securities
Michigan
$2.5M +$137K +2,807 +6%
IC
132
IEQ Capital
California
$2.46M – – –
FC
133
Financial Council
Maryland
$2.44M +$113K +2,312 +5%
GLLW
134
Graves Light Lenhart Wealth
Virginia
$2.34M -$11K -224 -0.4%
CA
135
Clearstead Advisors
Ohio
$2.34M +$1.22M +24,890 +100%
C
136
Certuity
Florida
$2.32M – – –
ASN
137
Advisory Services Network
Georgia
$2.3M +$2.59K +53 +0.1%
TSS
138
Two Sigma Securities
New York
$2.28M +$2.04M +41,708 +611%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$2.24M +$260K +5,319 +13%
DI
140
DFPG Investments
Utah
$2.17M -$647K -13,220 -22%
PAS
141
Park Avenue Securities
New York
$2.17M +$279K +5,707 +14%
JWA
142
JFS Wealth Advisors
Pennsylvania
$2.16M -$4.31K -88 -0.2%
RTL
143
Red Tortoise LLC
Georgia
$2.08M – – –
CAM
144
Cresset Asset Management
Illinois
$2.08M +$85.6K +1,750 +4%
CCA
145
Cobblestone Capital Advisors
New York
$2.04M -$23.9K -489 -1%
MDSL
146
M.D. Sass LLC
New York
$2.03M +$357K +7,300 +20%
FGAM
147
Financial Gravity Asset Management
Texas
$2.01M +$291K +5,946 +1,557%
FEG
148
Fund Evaluation Group
Ohio
$2M -$371K -7,577 -15%
ASW
149
Astoria Strategic Wealth
Texas
$1.95M -$1.91K -39 -0.1%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$1.92M +$7.54K +154 +0.4%
4 5
6
7 8

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.