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iShares MSCI ACWI ETF

682 hedge funds and large institutions have $10.5B invested in iShares MSCI ACWI ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 223 increasing their positions, 221 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

87% more call options, than puts

Call options by funds: $393M | Put options by funds: $211M

3% more funds holding

Funds holding: 659682 (+23)

1% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 221

0% more funds holding in top 10

Funds holding in top 10: 4848 (0)

0.16% less ownership

Funds ownership: 56.18%56.02% (-0.16%)

7% less capital invested

Capital invested by funds: $11.3B → $10.5B (-$763M)

Holders
682
Holders Change
+23
Holders Change %
+3.49%
% of All Funds
9.85%
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.69%
New
66
Increased
223
Reduced
221
Closed
35
Calls
$393M
Puts
$211M
Net Calls
+$183M
Net Calls Change
-$282M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Saxony Capital Management
Missouri
$2.66M -$782K -7,112 -23%
KFAA
227
Klaas Financial Asset Advisors
Illinois
$2.65M -$95.5K -869 -4%
AC
228
ASB Consultores
Florida
$2.62M +$20.8K +189 +0.8%
ACP
229
Arcus Capital Partners
Georgia
$2.61M -$23.3K -212 -0.9%
SW
230
Simplicity Wealth
New Jersey
$2.6M +$3.52K +32 +0.1%
Franklin Resources
231
Franklin Resources
California
$2.59M +$66.9K +609 +3%
MGIA
232
Moneta Group Investment Advisors
Missouri
$2.53M +$136K +1,241 +6%
RFN
233
RDA Financial Network
Iowa
$2.5M -$86.2K -784 -3%
HCC
234
Hirtle Callaghan & Co
Pennsylvania
$2.49M -$455K -4,139 -16%
PA
235
PFW Advisors
Georgia
$2.45M +$116K +1,051 +5%
AAS
236
Ameritas Advisory Services
Nebraska
$2.44M +$13.4K +122 +0.6%
HWM
237
HB Wealth Management
Georgia
$2.43M +$63.4K +577 +3%
BJL
238
Brighton Jones LLC
Washington
$2.43M +$35K +318 +1%
RCWMU
239
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.38M +$44K +400 +2%
SFS
240
Sowell Financial Services
Arkansas
$2.32M -$2.97K -27 -0.1%
VOYA Investment Management
241
VOYA Investment Management
Georgia
$2.25M -$3.03M -27,537 -58%
SPIA
242
Steward Partners Investment Advisory
New York
$2.22M -$87.4K -795 -4%
AWM
243
Aries Wealth Management
Maine
$2.22M +$67.9K +618 +3%
BFG
244
Bleakley Financial Group
New Jersey
$2.17M -$12.9K -117 -0.6%
MCM
245
MAI Capital Management
Ohio
$2.15M -$125K -1,136 -6%
CFO
246
Callan Family Office
Pennsylvania
$2.13M
EH
247
Equitable Holdings
New York
$2.13M -$24.2K -220 -1%
CFG
248
CKW Financial Group
Hawaii
$2.11M -$38.4K -349 -2%
FEG
249
Fund Evaluation Group
Ohio
$2.11M -$24.4K -222 -1%
AA
250
Axiom Advisory
California
$2.05M +$2.05M +18,649 New

ACWI Hedge Fund Activity: Q2 2024 in Review

682 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2024, worth a combined $10.5B — down 6.8% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ACWI positions and 35 closed out — a net gain of 31 holders — while 223 added to existing stakes and 221 trimmed.

The largest buyer was Barclays, adding an estimated $385M. The largest seller was Jane Street, cutting an estimated $710M.

  • 682 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2024, up from 659 in Q1 2024.
  • Funds reported $10.5B of iShares MSCI ACWI ETF stock for Q2 2024, down 6.8% quarter-over-quarter.
  • 66 funds opened new iShares MSCI ACWI ETF positions in Q2 2024 and 35 closed out, a net change of +31 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2024 was Barclays, an estimated $385M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2024 was Jane Street, an estimated $710M sold.

Based on aggregated 13F filings for Q2 2024.