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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
Bank of America
1
Bank of America
North Carolina
$391M +$140M +2,551,619 +52%
BlackRock
2
BlackRock
New York
$257M +$40.7M +744,159 +18%
Morgan Stanley
3
Morgan Stanley
New York
$184M +$5.69M +103,944 +3%
UBS Group
4
UBS Group
Switzerland
$141M -$1.02M -18,718 -0.7%
GAB
5
German American Bancorp
Indiana
$81.1M +$1M +18,373 +1%
ST
6
Sageworth Trust
Pennsylvania
$77.7M -$1.19M -21,823 -1%
Ameriprise
7
Ameriprise
Minnesota
$72M -$8.69M -158,796 -10%
Goldman Sachs
8
Goldman Sachs
New York
$62.6M +$9.6M +175,556 +17%
RFC
9
Regions Financial Corp
Alabama
$59.7M +$175K +3,192 +0.3%
C
10
Cliffwater
California
$57.3M -$16.8M -306,768 -22%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$56.8M +$3.02M +55,273 +5%
GT
12
Glenmede Trust
Pennsylvania
$55.4M -$2.85M -52,177 -5%
Lazard Asset Management
13
Lazard Asset Management
New York
$52.6M +$41.2M +753,989 +296%
Jane Street
14
Jane Street
New York
$49M +$17.9M +326,464 +53%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$47.1M +$1.53M +28,003 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$45.7M +$13.5M +246,023 +39%
CWM
17
Calamos Wealth Management
Illinois
$44.9M +$2.82M +51,590 +6%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$43.8M +$18.6M +340,000 +68%
TF
19
TLWM Financial
Texas
$43M +$462K +8,443 +1%
Cerity Partners
20
Cerity Partners
New York
$41.8M +$431K +7,874 +1%
US Bancorp
21
US Bancorp
Minnesota
$39.7M +$13.9K +254 +0%
WAG
22
Winthrop Advisory Group
Massachusetts
$39.5M +$22.4M +408,828 +117%
ANTB
23
AMG National Trust Bank
Colorado
$38.2M -$1.21M -22,195 -3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$37.3M +$23.7M +432,615 +154%
Raymond James Financial
25
Raymond James Financial
Florida
$36.1M +$37.8M +691,875 New
1
2 3 4 5

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.