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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
AWE
251
Avidian Wealth Enterprises
Texas
$2.05M +$50.6K +460 +3%
FSA
252
Financial Services Advisory
Maryland
$2M +$1.95M +17,759 New
WGCA
253
Wolf Group Capital Advisors
Virginia
$1.99M -$675K -6,144 -26%
Schroder Investment Management Group
254
Schroder Investment Management Group
United Kingdom
$1.97M -$176K -1,605 -8%
ASFA
255
All Season Financial Advisors
Colorado
$1.96M +$563K +5,120 +41%
JWBC
256
John W. Brooker & Co
California
$1.96M -$67.6K -615 -3%
MC
257
Mayo Clinic
Minnesota
$1.95M
CPW
258
Catalyst Private Wealth
California
$1.93M -$405K -3,684 -18%
PNAA
259
Pictet North America Advisors
Switzerland
$1.87M
FA
260
Faithward Advisors
Pennsylvania
$1.86M +$1.82M +16,547 New
ANTB
261
AMG National Trust Bank
Colorado
$1.85M +$85.6K +779 +5%
SB
262
Strategic Blueprint
Georgia
$1.83M -$84.1K -765 -4%
PCMC
263
Planning Capital Management Corporation
Pennsylvania
$1.83M -$136K -1,237 -7%
RFP
264
Roth Financial Partners
Texas
$1.81M
MHB
265
Midwest Heritage Bank
Iowa
$1.78M +$139K +1,263 +9%
CIAS
266
Capital Investment Advisory Services
North Carolina
$1.72M -$14.1K -128 -0.8%
CWA
267
Clarus Wealth Advisors
Arizona
$1.71M +$1.63M +14,794 New
SFC
268
SYM Financial Corp
Indiana
$1.71M -$7.47K -68 -0.4%
MFIM
269
Mesirow Financial Investment Management
Illinois
$1.7M +$31.4K +286 +2%
RWP
270
RWA Wealth Partners
Massachusetts
$1.69M -$17.7K -161 -1%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$1.67M +$18.9K +172 +1%
EDRH
272
Edmond de Rothschild Holding
Switzerland
$1.66M
STA
273
Summit Trail Advisors
New York
$1.66M -$37K -337 -2%
Envestnet Portfolio Solutions
274
Envestnet Portfolio Solutions
Illinois
$1.66M -$19.2K -175 -1%
NA
275
Nottingham Advisors
New York
$1.65M -$7.58K -69 -0.5%

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.