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iShares MSCI ACWI ex US ETF

457 hedge funds and large institutions have $3.45B invested in iShares MSCI ACWI ex US ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 145 increasing their positions, 139 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $3.01B → $3.45B (+$439M)

8% more funds holding

Funds holding: 422457 (+35)

3.08% more ownership

Funds ownership: 70.76%73.84% (+3.1%)

4% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 139

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $35.1M

Holders
457
Holders Change
+35
Holders Change %
+8.29%
% of All Funds
6.66%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
70
Increased
145
Reduced
139
Closed
26
Calls
Puts
$35.1M
Net Calls
-$35.1M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$456M +$204M +4,231,950 +90%
Bank of America
2
Bank of America
North Carolina
$327M +$29.9M +622,032 +11%
BlackRock
3
BlackRock
New York
$251M +$39.1M +811,848 +20%
UBS Group
4
UBS Group
Switzerland
$147M -$868K -18,046 -0.6%
FMI
5
Factory Mutual Insurance
Massachusetts
$87M +$26.2M +544,500 +47%
ST
6
Sageworth Trust
Pennsylvania
$82.9M -$1.85M -38,371 -2%
New York State Common Retirement Fund
7
New York State Common Retirement Fund
New York
$81.2M +$2.49M +51,733 +3%
JFGIW
8
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.5M -$19.6M -406,375 -22%
GAB
9
German American Bancorp
Indiana
$69.3M -$2.67M -55,490 -4%
GT
10
Glenmede Trust
Pennsylvania
$58.9M -$489K -10,167 -0.9%
RFC
11
Regions Financial Corp
Alabama
$58.9M -$5.76M -119,594 -9%
Ameriprise
12
Ameriprise
Minnesota
$57.9M +$9.27M +192,670 +20%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$54.1M +$6.87M +142,821 +16%
Goldman Sachs
14
Goldman Sachs
New York
$44.3M -$27.9M -579,799 -40%
TF
15
TLWM Financial
Texas
$41.5M +$1.24M +25,720 +3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$40.7M -$89.5M -1,860,421 -70%
ANTB
17
AMG National Trust Bank
Colorado
$39.8M -$465K -9,670 -1%
US Bancorp
18
US Bancorp
Minnesota
$36.7M +$78.3K +1,626 +0.2%
CWM
19
Calamos Wealth Management
Illinois
$36.2M +$782K +16,248 +2%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$35.4M +$921K +19,138 +3%
Cerity Partners
21
Cerity Partners
New York
$33M +$30.5M +634,244 +5,413%
JP Morgan Chase
22
JP Morgan Chase
New York
$32.2M +$21.6M +449,128 +246%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$31.7M -$2.78M -57,848 -9%
MML Investors Services
24
MML Investors Services
Massachusetts
$29.5M -$13.8M -287,222 -33%
Lazard Asset Management
25
Lazard Asset Management
New York
$29M +$14M +291,714 +105%

ACWX Hedge Fund Activity: Q4 2023 in Review

457 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2023, worth a combined $3.45B — up 15% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ACWX positions and 26 closed out — a net gain of 44 holders — while 145 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $204M. The largest seller was Wellington Management Group, cutting an estimated $89.5M.

  • 457 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2023, up from 422 in Q3 2023.
  • Funds reported $3.45B of iShares MSCI ACWI ex US ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 70 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2023 and 26 closed out, a net change of +44 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $204M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2023 was Wellington Management Group, an estimated $89.5M sold.

Based on aggregated 13F filings for Q4 2023.