We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

720 hedge funds and large institutions have $9.37B invested in iShares MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 262 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 32

34% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 196

11% more funds holding in top 10

Funds holding in top 10: 4752 (+5)

7% more funds holding

Funds holding: 671720 (+49)

0.06% less ownership

Funds ownership: 48.88%48.82% (-0.06%)

1% less capital invested

Capital invested by funds: $9.48B → $9.37B (-$111M)

86% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $216M

Holders
720
Holders Change
+49
Holders Change %
+7.3%
% of All Funds
9.48%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.68%
New
95
Increased
262
Reduced
196
Closed
32
Calls
$29.3M
Puts
$216M
Net Calls
-$187M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
SKK
226
Shepherd Kaplan Krochuk
Massachusetts
$3.21M +$240 +2 +0%
S
227
SignatureFD
Georgia
$3.2M -$2.88K -24 -0.1%
SF
228
Synovus Financial
Georgia
$3.19M +$33.6K +280 +1%
B
229
Barings
North Carolina
$3.17M
Franklin Resources
230
Franklin Resources
California
$3.14M +$119K +992 +4%
PPC
231
Pennington Partners & Co
Maryland
$3.09M +$3.15M +26,281 New
AAS
232
Ameritas Advisory Services
Nebraska
$3.06M +$1.08M +9,016 +53%
Prudential Financial
233
Prudential Financial
New Jersey
$3.02M -$1.65M -13,713 -35%
SP
234
Saranac Partners
$3.01M +$3.07M +25,600 New
WA
235
Waddell & Associates
Tennessee
$3M
MG
236
Marex Group
$2.95M
GSWM
237
Golden State Wealth Management
California
$2.94M +$3.01M +25,062 New
VOYA Investment Management
238
VOYA Investment Management
Georgia
$2.93M +$1.65M +13,784 +124%
CFO
239
Callan Family Office
Pennsylvania
$2.92M +$707K +5,895 +31%
SLT
240
St Louis Trust
Missouri
$2.85M -$387K -3,229 -12%
PA
241
PFW Advisors
Georgia
$2.85M +$2.91M +24,217 New
BP
242
BBR Partners
New York
$2.84M +$2.9M +24,150 New
WSFS
243
Wilmington Savings Fund Society
Delaware
$2.8M +$21.1K +176 +0.7%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$2.76M +$1.37M +11,410 +94%
RFN
245
RDA Financial Network
Iowa
$2.73M -$386K -3,213 -12%
CCM
246
Causeway Capital Management
California
$2.71M +$620K +5,165 +29%
KFAA
247
Klaas Financial Asset Advisors
Illinois
$2.69M -$22.2K -185 -0.8%
WIA
248
World Investment Advisors
California
$2.65M +$2.33M +19,454 +626%
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$2.63M +$909K +7,576 +51%
CCM
250
Coldstream Capital Management
Washington
$2.59M +$23.3K +194 +0.9%

ACWI Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2024, worth a combined $9.37B — down 1.2% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new ACWI positions and 32 closed out — a net gain of 63 holders — while 262 added to existing stakes and 196 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $192M. The largest seller was Johns Hopkins University, cutting an estimated $284M.

  • 720 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2024, up from 671 in Q3 2024.
  • Funds reported $9.37B of iShares MSCI ACWI ETF stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 95 funds opened new iShares MSCI ACWI ETF positions in Q4 2024 and 32 closed out, a net change of +63 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $192M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2024 was Johns Hopkins University, an estimated $284M sold.

Based on aggregated 13F filings for Q4 2024.