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iShares MSCI ACWI ex US ETF
ACWX

498 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

156% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 122

9% more funds holding

Funds holding: 457 → 498 (+41)

5% more capital invested

Capital invested by funds: $3.35B → $3.52B (+$173M)

3.32% more ownership

Funds ownership: 69.67% → 72.99% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
498
Holders Change
+41
Holders Change %
+8.97%
% of All Funds
6.56%
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
+$140M
2
Lazard Asset Management
Lazard Asset Management
New York
+$41.2M
3
BlackRock
BlackRock
New York
+$40.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$32.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.7M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
-$58.6M
2
SG Americas Securities
SG Americas Securities
New York
-$25M
3
C
Cliffwater
California
-$16.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.5M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
176
Madison Investment Advisors
Wisconsin
$2.12M +$2.22M +40,589 New
FCBT
177
First Citizens Bank & Trust
North Carolina
$2.11M +$175K +3,191 +9%
OFS
178
Orrstown Financial Services
Pennsylvania
$2.09M +$987K +18,052 +82%
JWA
179
JFS Wealth Advisors
Pennsylvania
$2.08M -$76.9K -1,405 -3%
WCM
180
Washington Capital Management
Washington
$1.97M – – –
FEG
181
Fund Evaluation Group
Ohio
$1.94M -$75K -1,372 -4%
ASW
182
Astoria Strategic Wealth
Texas
$1.93M – – –
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$1.9M -$163K -2,971 -8%
MFA
184
Mayflower Financial Advisors
Massachusetts
$1.87M -$10.9K -200 -0.6%
OFA
185
Oak Family Advisors
Illinois
$1.87M -$13.8K -253 -0.7%
Calamos Advisors
186
Calamos Advisors
Illinois
$1.82M +$21.9K +401 +1%
AIM
187
Allen Investment Management
New York
$1.8M +$500K +9,141 +36%
BW
188
BIP Wealth
Georgia
$1.8M +$16.4K +300 +0.9%
SCM
189
Shelton Capital Management
Colorado
$1.77M +$1.85M +33,880 New
CM
190
Castleark Management
Illinois
$1.76M – – –
FLPIM
191
F.L. Putnam Investment Management
Massachusetts
$1.72M -$171K -3,129 -9%
OC
192
Oakworth Capital
Alabama
$1.66M +$1.73M +31,572 +11,276%
BA
193
Brightwater Advisory
Florida
$1.66M -$49.2K -900 -3%
IC
194
IEQ Capital
California
$1.63M +$8.97K +164 +0.5%
CFP
195
Catalyst Financial Partners
Massachusetts
$1.62M -$206K -3,758 -11%
BFC
196
Bedel Financial Consulting
Indiana
$1.58M +$5.96K +109 +0.4%
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$1.54M +$556K +10,166 +52%
MWA
198
Midland Wealth Advisors
Illinois
$1.51M -$31.3K -572 -2%
GRP
199
Global Retirement Partners
California
$1.47M -$66.5K -1,215 -4%
WPA
200
West Paces Advisors
Georgia
$1.47M – – –
6 7
8
9 10

ACWX Hedge Fund Activity: Q4 2024 in Review

498 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2024, worth a combined $3.52B — up 5.2% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ACWX positions and 32 closed out — a net gain of 50 holders — while 185 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $140M. The largest seller was Factory Mutual Insurance, cutting an estimated $58.6M.

  • 498 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2024, up from 457 in Q3 2024.
  • Funds reported $3.52B of iShares MSCI ACWI ex US ETF stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 82 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2024 and 32 closed out, a net change of +50 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2024 was Bank of America, an estimated $140M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2024 was Factory Mutual Insurance, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.