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iShares MSCI ACWI ex US ETF

440 hedge funds and large institutions have $3.41B invested in iShares MSCI ACWI ex US ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1% less capital invested

Capital invested by funds: $3.45B → $3.41B (-$40.9M)

2.86% less ownership

Funds ownership: 73.84%70.99% (-2.9%)

4% less funds holding

Funds holding: 457440 (-17)

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

34% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 164

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $592K

Holders
440
Holders Change
-17
Holders Change %
-3.72%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
35
Increased
109
Reduced
164
Closed
46
Calls
Puts
$592K
Net Calls
-$592K
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
176
NewEdge Wealth
Pennsylvania
$1.48M +$410K +7,993 +40%
BFC
177
Bedel Financial Consulting
Indiana
$1.47M +$123K +2,396 +10%
BPA
178
Beacon Pointe Advisors
California
$1.47M +$764K +14,882 +118%
SI
179
Saxon Interests
Texas
$1.45M -$51 -1 -0%
Bessemer Group
180
Bessemer Group
New Jersey
$1.4M -$685K -13,346 -34%
CA
181
Clearstead Advisors
Ohio
$1.35M +$1.28K +25 +0.1%
ECG
182
Edge Capital Group
Georgia
$1.28M -$84.1K -1,638 -6%
Squarepoint
183
Squarepoint
New York
$1.27M +$1.22M +23,798 New
ASN
184
Advisory Services Network
Georgia
$1.26M -$1.24M -24,064 -51%
CL
185
CIM LLC
New York
$1.24M
EH
186
Equitable Holdings
New York
$1.2M -$1.54K -30 -0.1%
PCM
187
Parsons Capital Management
Rhode Island
$1.17M -$30.8K -600 -3%
IAA
188
Independent Advisor Alliance
North Carolina
$1.17M +$1.13M +21,929 New
SAF
189
Smith Anglin Financial
Texas
$1.15M -$11.2K -218 -1%
CCWM
190
Cassaday & Co Wealth Management
Virginia
$1.15M
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$1.12M +$75K +1,461 +7%
AWMNH
192
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.12M +$32.5K +633 +3%
BF
193
BOK Financial
Oklahoma
$1.11M
FHA
194
First Horizon Advisors
Tennessee
$1.11M
AWM
195
Avior Wealth Management
Nebraska
$1.1M +$1.06M +20,614 New
LWL
196
Leo Wealth LLC
Texas
$1.09M
OC
197
Oarsman Capital
Wisconsin
$1.09M -$259K -5,055 -20%
WSTAM
198
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M +$37.5K +730 +4%
CA
199
Claro Advisors
Massachusetts
$1.07M -$368K -7,164 -26%
PA
200
Procyon Advisors
Connecticut
$1.04M -$10.6K -206 -1%

ACWX Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q1 2024, worth a combined $3.41B — down 1.2% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ACWX and 35 opened new positions — a net loss of 11 holders — while 164 trimmed existing stakes and 109 added.

The largest buyer was Flow Traders U.S., adding an estimated $45.4M. The largest seller was Morgan Stanley, cutting an estimated $219M.

  • 440 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q1 2024, down from 457 in Q4 2023.
  • Funds reported $3.41B of iShares MSCI ACWI ex US ETF stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 35 funds opened new iShares MSCI ACWI ex US ETF positions in Q1 2024 and 46 closed out, a net change of -11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $45.4M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q1 2024 was Morgan Stanley, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2024.