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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

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

Top Buyers

1
Jane Street
Jane Street
New York
$973M
2
JHU
Johns Hopkins University
Maryland
$566M
3
PEGL
P/E Global LLC
Massachusetts
$261M
4
MCM
MKP Capital Management
New York
$712M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$251M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$984M
2
Goldman Sachs
Goldman Sachs
New York
$91.1M
3
UBS Group
UBS Group
Switzerland
$56.6M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$116M
5
CGPCS
Capital Group Private Client Services
California
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Aries Wealth Management
Maine
$2.11M +$103K +936 +5%
SP
252
SIH Partners
Delaware
$2.11M +$1.02M +9,300 +95%
Schroder Investment Management Group
253
Schroder Investment Management Group
United Kingdom
$2.1M -$31.9K -290 -1%
CFG
254
CKW Financial Group
Hawaii
$2.1M +$44.5K +405 +2%
FEG
255
Fund Evaluation Group
Ohio
$2.09M -$27K -245 -1%
CFO
256
Callan Family Office
Pennsylvania
$2.09M -$19.3K -175 -0.9%
BA
257
Brightwater Advisory
Florida
$2.02M -$956K -8,685 -32%
JWBC
258
John W. Brooker & Co
California
$1.99M -$117K -1,061 -6%
Citadel Advisors
259
Citadel Advisors
Florida
$1.97M -$1.39M -12,626 -41%
AWE
260
Avidian Wealth Enterprises
Texas
$1.96M -$1.75M -15,912 -47%
AT
261
Arlington Trust
Alabama
$1.93M -$123K -1,120 -6%
PCMC
262
Planning Capital Management Corporation
Pennsylvania
$1.93M +$453K +4,112 +31%
Polen Capital Management
263
Polen Capital Management
Florida
$1.92M -$9.27M -84,181 -83%
MC
264
Mayo Clinic
Minnesota
$1.91M -$10.6M -96,378 -85%
SB
265
Strategic Blueprint
Georgia
$1.88M -$495K -4,494 -21%
SCP
266
Syntal Capital Partners
Texas
$1.87M +$1.87M +12,900 New
SA
267
Sycale Advisors
New York
$1.84M -$8.43M -76,543 -82%
PNAA
268
Pictet North America Advisors
Switzerland
$1.83M – – –
FAIM
269
Financial Advocates Investment Management
Washington
$1.82M +$340K +2,945 +23%
PCIA
270
Prime Capital Investment Advisors
Kansas
$1.82M -$977K -8,870 -35%
RFP
271
Roth Financial Partners
Texas
$1.77M – – –
ANTB
272
AMG National Trust Bank
Colorado
$1.72M – – –
CIAS
273
Capital Investment Advisory Services
North Carolina
$1.7M -$164K -1,487 -9%
SFC
274
SYM Financial Corp
Indiana
$1.68M -$16.6K -151 -1%
RWP
275
RWA Wealth Partners
Massachusetts
$1.68M -$269K -2,445 -14%
9 10
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