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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
GM
201
Granger Management
New York
$1.03M -$221K -4,302 -18%
SC
202
Savant Capital
Illinois
$987K
EWA
203
Encompass Wealth Advisors
Oregon
$962K
PIA
204
Petredis Investment Advisors
Pennsylvania
$961K
ACM
205
Advance Capital Management
Michigan
$960K -$77.6K -1,512 -8%
WB
206
Webster Bank
Connecticut
$918K
S
207
Syntrinsic
Colorado
$892K
PWM
208
Perigon Wealth Management
California
$871K +$1.95K +38 +0.2%
Millennium Management
209
Millennium Management
New York
$856K +$479K +9,333 +139%
JPG
210
Jordan Park Group
California
$854K
AIM
211
Allen Investment Management
New York
$851K
HPA
212
High Probability Advisors
New York
$849K -$17.5K -340 -2%
MAM
213
Madison Asset Management
Wisconsin
$840K -$721K -14,039 -47%
FCH
214
Freestone Capital Holdings
Washington
$836K +$2.46K +48 +0.3%
KIM
215
Karpus Investment Management
New York
$833K -$106K -2,071 -12%
EP
216
EPIQ Partners
Minnesota
$820K
HB
217
HTLF Bank
Colorado
$814K -$108K -2,098 -12%
Focus Partners Wealth
218
Focus Partners Wealth
Massachusetts
$794K +$6.42K +125 +0.8%
UB
219
UMB Bank
Missouri
$784K
PA
220
Pinnacle Associates
New York
$766K -$3.34K -65 -0.5%
UI
221
Unconventional Investor
New Hampshire
$744K
TWC
222
TD Waterhouse Canada
Ontario, Canada
$737K
SWP
223
Strategic Wealth Partners
Ohio
$734K +$99.3K +1,934 +16%
Northern Trust
224
Northern Trust
Illinois
$733K -$238K -4,644 -25%
AFG
225
ABLE Financial Group
Arizona
$732K

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.