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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

497 hedge funds and large institutions have $3.52B invested in iShares MSCI ACWI ex US ETF in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 185 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+41
Holders Change %
+8.99%
% of All Funds
6.62%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
82
Increased
185
Reduced
122
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$391M
2
Lazard Asset Management
Lazard Asset Management
New York
$52.6M
3
BlackRock
BlackRock
New York
$257M
4
CCMG
Clark Capital Management Group
Pennsylvania
$30.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$37.3M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
$4.69M
2
SG Americas Securities
SG Americas Securities
New York
$0
3
C
Cliffwater
California
$57.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.35M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAFS
126
Hapanowicz & Associates Financial Services
Pennsylvania
$3.62M -$27.5K -527 -0.8%
CMBA
127
C.M. Bidwell & Associates
Hawaii
$3.61M +$50.9K +975 +1%
FHB
128
First Hawaiian Bank
Hawaii
$3.55M +$50.9K +975 +1%
MWM
129
Mission Wealth Management
California
$3.53M +$3.53M +67,687 New
SC
130
Scotia Capital
Ontario, Canada
$3.53M +$3.53M +67,595 New
PJWM
131
Philip James Wealth Mangement
Georgia
$3.49M -$10.5M -202,242 -75%
RG
132
Rathbones Group
United Kingdom
$3.47M +$25.6K +490 +0.7%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$3.43M -$85.7K -1,643 -2%
BWG
134
Beta Wealth Group
California
$3.36M +$95.4K +1,829 +3%
WTC
135
WhitTier Trust Company
Nevada
$3.29M -$13.8K -265 -0.4%
SA
136
Sanctuary Advisors
Indiana
$3.27M -$216K -3,954 -6%
BCI
137
Brinker Capital Investments
Pennsylvania
$3.24M +$2.44M +46,748 +303%
OPS
138
Orion Portfolio Solutions
Nebraska
$3.24M +$2.44M +46,748 +303%
SAM
139
Silvercrest Asset Management
New York
$3.21M +$3.21M +61,525 New
Luther King Capital Management (LKCM)
140
Luther King Capital Management (LKCM)
Texas
$3.2M -$3.43M – –
AI
141
Atria Investments
North Carolina
$3.12M +$1.4M +26,815 +81%
CP
142
Clarendon Private
Massachusetts
$3.1M +$3.1M +59,453 New
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$2.94M – – –
SC
144
Sierra Capital
Florida
$2.94M +$8.08K +155 +0.3%
CF
145
Corrigan Financial
Rhode Island
$2.92M -$12.5K -239 -0.4%
VWA
146
VERITY Wealth Advisors
United States
$2.92M +$11K +210 +0.4%
DS
147
DRW Securities
Illinois
$2.89M +$2.89M +55,371 New
MGIA
148
Moneta Group Investment Advisors
Missouri
$2.83M -$29.7K -569 -1%
LI
149
LMCG Investments
Massachusetts
$2.8M +$2.8M +53,596 New
CA
150
Clearstead Advisors
Ohio
$2.75M -$1.46M -27,940 -35%
4 5
6
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