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iShares MSCI ACWI ex US ETF

392 hedge funds and large institutions have $2.78B invested in iShares MSCI ACWI ex US ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 120

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

8% less call options, than puts

Call options by funds: $216K | Put options by funds: $234K

3% less funds holding

Funds holding: 403392 (-11)

9.81% less ownership

Funds ownership: 79.06%69.25% (-9.8%)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

15% less capital invested

Capital invested by funds: $3.28B → $2.78B (-$503M)

Holders
392
Holders Change
-11
Holders Change %
-2.73%
% of All Funds
6.6%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
48
Increased
137
Reduced
120
Closed
54
Calls
$216K
Puts
$234K
Net Calls
-$18K
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
FH
176
FWG Holdings
Florida
$873K +$232K +4,790 +33%
CIG
177
Cairn Investment Group
Washington
$866K +$932K +19,245 New
WSTAM
178
Wilbanks Smith & Thomas Asset Management
Virginia
$864K -$204K -4,215 -18%
MSAGDF
179
Moneda SA Administradora General de Fondos
Chile
$861K
IA
180
IFP Advisors
Florida
$841K
FCI
181
Financial Counselors Inc
Kansas
$838K +$703K +14,517 +354%
SC
182
Savant Capital
Illinois
$832K +$894K +18,480 New
CW
183
Connectus Wealth
Ohio
$799K +$859K +17,745 New
BPWM
184
Badgley Phelps Wealth Managers
Washington
$798K -$51.7K -1,068 -6%
9WM
185
9258 Wealth Management
Ohio
$797K -$56K -1,156 -6%
FCBT
186
First Citizens Bank & Trust
North Carolina
$796K +$856K +17,693 New
WA
187
Wealth Alliance
New York
$795K +$370K +7,634 +76%
BFC
188
Bedel Financial Consulting
Indiana
$794K +$408K +8,431 +92%
STA
189
Summit Trail Advisors
New York
$790K
PA
190
Pinnacle Associates
New York
$748K
Northern Trust
191
Northern Trust
Illinois
$746K -$14.1K -292 -2%
TWI
192
Thomas White International
Illinois
$736K +$407K +8,418 +106%
MCM
193
Murphy Capital Management
New Jersey
$732K +$594K +12,280 +307%
MFG
194
Merit Financial Group
Georgia
$725K +$780K +16,117 New
AllianceBernstein
195
AllianceBernstein
Tennessee
$696K +$513K +10,602 +218%
TWM
196
Tolleson Wealth Management
Texas
$689K +$69.7K +1,441 +10%
SPIA
197
Steward Partners Investment Advisory
New York
$682K +$412K +8,514 +128%
UB
198
UMB Bank
Missouri
$661K
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$651K +$165K +3,403 +31%
ERIC
200
Eagle Rock Investment Company
Georgia
$641K +$690K +14,250 New

ACWX Hedge Fund Activity: Q2 2022 in Review

392 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2022, worth a combined $2.78B — down 15% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ACWX and 48 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 137 added.

The largest buyer was Bank of America, adding an estimated $73.2M. The largest seller was Aaron Wealth Advisors, cutting an estimated $287M.

  • 392 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2022, down from 403 in Q1 2022.
  • Funds reported $2.78B of iShares MSCI ACWI ex US ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 48 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2022 and 54 closed out, a net change of -6 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2022 was Bank of America, an estimated $73.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2022.