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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
BPA
201
Beacon Pointe Advisors
California
$1.46M +$340K +6,222 +29%
HR
202
Hardy Reed
Mississippi
$1.45M – – –
CHC
203
City Holding Co
West Virginia
$1.45M +$283K +5,170 +23%
CCT
204
Chemung Canal Trust
New York
$1.44M +$1.51M +27,569 New
PAG
205
Private Advisor Group
New Jersey
$1.42M +$443K +8,101 +43%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$191K +3,483 +15%
RC
207
Rovin Capital
Arizona
$1.38M -$141K -2,575 -9%
GS
208
GTS Securities
New York
$1.34M +$1.4M +25,641 New
MYIA
209
Mount Yale Investment Advisors
Colorado
$1.32M +$1.39M +25,338 New
PWM
210
Power Wealth Management
Georgia
$1.31M -$45.9K -839 -3%
EH
211
Equitable Holdings
New York
$1.3M +$8.1K +148 +0.6%
TPWA
212
Twin Peaks Wealth Advisors
California
$1.3M +$446K +8,146 +49%
FA
213
Fiducient Advisors
Illinois
$1.27M +$4.87K +89 +0.4%
CCWM
214
Cassaday & Co Wealth Management
Virginia
$1.26M +$155K +2,836 +13%
MWM
215
Moran Wealth Management
Florida
$1.24M +$1.3M +23,789 New
Bessemer Group
216
Bessemer Group
New Jersey
$1.24M -$33.5K -612 -3%
CL
217
CIM LLC
New York
$1.23M +$16.9K +309 +1%
SCA
218
Stonebridge Capital Advisors
Minnesota
$1.22M – – –
LA
219
Legacy Advisors
Pennsylvania
$1.21M +$1.05M +19,193 +474%
OPAM
220
Ocean Park Asset Management
California
$1.21M +$1.06M +19,434 +520%
CFFNO
221
Common Fund For Nonprofit Organizations
Connecticut
$1.19M +$613K +11,215 +96%
DWM
222
Diversify Wealth Management
Utah
$1.18M +$1.25M +22,826 New
HCMT
223
Highland Capital Management (Tennessee)
Tennessee
$1.17M -$20.8K -380 -2%
TWM
224
Topsail Wealth Management
North Carolina
$1.14M +$1.2M +21,929 New
SWP
225
Strategic Wealth Partners
Ohio
$1.13M -$39.9K -729 -3%
7 8
9
10 11

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.