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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
ACP
251
Arcus Capital Partners
Georgia
$2.58M +$190K +1,587 +7%
AWM
252
Austin Wealth Management
Texas
$2.55M -$242K -2,016 -9%
BJL
253
Brighton Jones LLC
Washington
$2.51M -$127K -1,062 -5%
HIIFS
254
Harel Insurance Investments & Financial Services
Israel
$2.51M -$2.41M -20,100 -48%
MGIA
255
Moneta Group Investment Advisors
Missouri
$2.48M -$37.2K -310 -1%
HWM
256
HB Wealth Management
Georgia
$2.47M +$5.28K +44 +0.2%
RCWMU
257
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.45M
AWM
258
Aries Wealth Management
Maine
$2.43M +$71K +592 +3%
SIA
259
SeaBridge Investment Advisors
New Jersey
$2.4M +$2.45M +20,454 New
SPIA
260
Steward Partners Investment Advisory
New York
$2.37M +$4.32K +36 +0.2%
CFG
261
CKW Financial Group
Hawaii
$2.31M +$89.5K +746 +4%
WGCA
262
Wolf Group Capital Advisors
Virginia
$2.29M
BFG
263
Bleakley Financial Group
New Jersey
$2.27M +$61.3K +511 +3%
FA
264
Faithward Advisors
Pennsylvania
$2.27M +$291K +2,425 +14%
AA
265
Altman Advisors
Illinois
$2.25M +$2.3M +19,190 New
AR
266
Advisory Research
Illinois
$2.22M +$1.93M +16,091 +571%
EH
267
Equitable Holdings
New York
$2.2M +$1.8K +15 +0.1%
HCC
268
Hirtle Callaghan & Co
Pennsylvania
$2.2M -$8.52K -71 -0.4%
FEG
269
Fund Evaluation Group
Ohio
$2.16M -$12.7K -106 -0.6%
MCM
270
MAI Capital Management
Ohio
$2.14M -$37K -308 -2%
FCBT
271
First Citizens Bank & Trust
North Carolina
$2.12M +$906K +7,552 +72%
AWE
272
Avidian Wealth Enterprises
Texas
$2.12M +$32.5K +271 +2%
CPW
273
Catalyst Private Wealth
California
$2.11M +$109K +908 +5%
AL
274
Aspiriant LLC
California
$2.1M -$582K -4,851 -21%
Schroder Investment Management Group
275
Schroder Investment Management Group
United Kingdom
$2.07M -$78K -650 -4%

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.