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iShares MSCI ACWI ETF

656 hedge funds and large institutions have $11.3B invested in iShares MSCI ACWI ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 258 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-25
Holders Change %
-3.67%
% of All Funds
9.51%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.68%
New
51
Increased
162
Reduced
258
Closed
68
Calls
$706M
Puts
$241M
Net Calls
+$465M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Shares
Change %
KFAA
226
Klaas Financial Asset Advisors
Illinois
$2.69M +$3.19K +29 +0.1%
AWM
227
Austin Wealth Management
Texas
$2.67M -$81.2K -727 -3%
Simplex Trading
228
Simplex Trading
Illinois
$2.64M +$2.54M +23,025 +2,335%
ACP
229
Arcus Capital Partners
Georgia
$2.58M -$56.4K -512 -2%
KWM
230
Kingsview Wealth Management
Oregon
$2.55M +$2.55M +23,123 New
AC
231
ASB Consultores
Florida
$2.55M -$103K -939 -4%
SW
232
Simplicity Wealth
New Jersey
$2.54M +$2.54M +23,087 New
RFN
233
RDA Financial Network
Iowa
$2.54M -$23.8K -216 -0.9%
Franklin Resources
234
Franklin Resources
California
$2.47M -$59.6K -541 -2%
WA
235
WestEnd Advisors
North Carolina
$2.41M -$16.8M -152,914 -88%
AAS
236
Ameritas Advisory Services
Nebraska
$2.34M +$1.48M +13,617 +170%
BJL
237
Brighton Jones LLC
Washington
$2.34M -$81.4K -739 -3%
MGIA
238
Moneta Group Investment Advisors
Missouri
$2.34M -$78.6K -714 -3%
HWM
239
HB Wealth Management
Georgia
$2.32M +$11.5K +104 +0.5%
CPW
240
Catalyst Private Wealth
California
$2.29M +$246K +2,235 +12%
RCWMU
241
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.29M +$2.29M +20,818 New
WGCA
242
Wolf Group Capital Advisors
Virginia
$2.29M
PA
243
PFW Advisors
Georgia
$2.29M +$352K +3,194 +18%
SFS
244
Sowell Financial Services
Arkansas
$2.28M +$1.03M +9,396 +83%
SPIA
245
Steward Partners Investment Advisory
New York
$2.26M -$23.7K -215 -1%
MCM
246
MAI Capital Management
Ohio
$2.23M +$1.86M +16,853 +499%
MML Investors Services
247
MML Investors Services
Massachusetts
$2.18M -$354K -3,217 -14%
CLOS
248
Compagnie Lombard Odier SCmA
Switzerland
$2.18M
BFG
249
Bleakley Financial Group
New Jersey
$2.14M -$43.3K -393 -2%
EH
250
Equitable Holdings
New York
$2.11M -$65.5K -595 -3%