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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
FCH
201
Freestone Capital Holdings
Washington
$638K -$58.3K -1,204 -8%
RVPG
202
Relative Value Partners Group
$634K +$665K +13,747 New
SCM
203
Shelton Capital Management
Colorado
$632K +$103K +2,126 +18%
CA
204
Claro Advisors
Massachusetts
$630K -$321K -6,624 -32%
AWA
205
Acorn Wealth Advisors
Michigan
$627K -$48.2K -995 -7%
PWMAG
206
Pinnacle Wealth Management Advisory Group
New Jersey
$627K
UI
207
Unconventional Investor
New Hampshire
$627K
EWA
208
Encompass Wealth Advisors
Oregon
$598K +$643K +13,285 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$592K +$8.37K +173 +1%
CGPCS
210
Capital Group Private Client Services
California
$577K +$621K +12,824 New
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$563K -$132K -2,732 -18%
FA
212
Financial Advisors
Massachusetts
$561K
SFG
213
Summit Financial Group
West Virginia
$557K
SAMT
214
Select Asset Management & Trust
Pennsylvania
$548K -$158K -3,257 -21%
AIA
215
Avalon Investment & Advisory
Texas
$535K +$27K +557 +5%
SWP
216
Summit Wealth Partners
Florida
$533K +$574K +11,853 New
PA
217
Procyon Advisors
Connecticut
$527K +$185K +3,831 +49%
CAN
218
Cetera Advisor Networks
California
$524K -$525K -10,847 -48%
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$515K +$554K +11,442 New
JPG
220
Jordan Park Group
California
$513K
CRCM
221
Corbett Road Capital Management
Virginia
$511K -$83.9K -1,734 -13%
IIC
222
Ironwood Investment Counsel
Arizona
$510K
QCG
223
Quadrant Capital Group
Ohio
$509K
NEPPG
224
New England Professional Planning Group
Rhode Island
$497K +$3.24K +67 +0.6%
KP
225
Keel Point
Alabama
$496K +$512K +10,582 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.