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iShares MSCI ACWI ex US ETF

457 hedge funds and large institutions have $3.35B invested in iShares MSCI ACWI ex US ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

2% more funds holding

Funds holding: 448457 (+9)

2% less capital invested

Capital invested by funds: $3.4B → $3.35B (-$52.3M)

5.69% less ownership

Funds ownership: 75.37%69.67% (-5.7%)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.56%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
42
Increased
114
Reduced
154
Closed
31
Calls
Puts
$309K
Net Calls
-$309K
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
ECG
201
Edge Capital Group
Georgia
$1.17M
NW
202
NewEdge Wealth
Pennsylvania
$1.14M
Focus Partners Wealth
203
Focus Partners Wealth
Massachusetts
$1.11M -$1.45M -26,573 -58%
CCB
204
Country Club Bank
Missouri
$1.1M +$154K +2,825 +17%
PA
205
Procyon Advisors
Connecticut
$1.1M -$24.2K -444 -2%
PAG
206
Private Advisor Group
New Jersey
$1.09M +$413K +7,587 +66%
SC
207
Savant Capital
Illinois
$1.06M +$1.01M +18,480 New
AQR Capital Management
208
AQR Capital Management
Connecticut
$1.05M +$191K +3,500 +24%
LWL
209
Leo Wealth LLC
Texas
$1.04M -$139K -2,550 -12%
EWA
210
Encompass Wealth Advisors
Oregon
$1.03M
PIA
211
Petredis Investment Advisors
Pennsylvania
$1.03M
WB
212
Webster Bank
Connecticut
$1.03M
OMC
213
Old Mission Capital
Illinois
$1.02M -$17.8M -326,060 -95%
MIS
214
Morningstar Investment Services
Illinois
$1M +$433K +7,948 +84%
MFS
215
Madrona Financial Services
Washington
$997K +$418K +7,675 +79%
AWS
216
Atria Wealth Solutions
New York
$978K +$520K +9,542 +126%
SAF
217
Smith Anglin Financial
Texas
$962K -$256K -4,692 -22%
TPWA
218
Twin Peaks Wealth Advisors
California
$957K +$376K +6,906 +70%
Northern Trust
219
Northern Trust
Illinois
$930K -$142K -2,600 -14%
AWM
220
AllSquare Wealth Management
New York
$922K +$401K +7,365 +84%
PWM
221
Perigon Wealth Management
California
$918K -$1.31K -24 -0.1%
JPG
222
Jordan Park Group
California
$916K
HPA
223
High Probability Advisors
New York
$910K
CL
224
Choreo LLC
Illinois
$899K
ACM
225
Advance Capital Management
Michigan
$888K

ACWX Hedge Fund Activity: Q3 2024 in Review

457 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2024, worth a combined $3.35B — down 1.5% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACWX positions and 31 closed out — a net gain of 11 holders — while 114 added to existing stakes and 154 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $114M.

  • 457 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2024, up from 448 in Q2 2024.
  • Funds reported $3.35B of iShares MSCI ACWI ex US ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 42 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2024 and 31 closed out, a net change of +11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2024 was SG Americas Securities, an estimated $23.8M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2024 was Jane Street, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.