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iShares MSCI ACWI ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
276
Simon Quick Advisors
New Jersey
$1.67M -$2.55M -23,111 -60%
STA
277
Summit Trail Advisors
New York
$1.66M +$1.54K +14 +0.1%
AWM
278
Apollon Wealth Management
South Carolina
$1.65M +$944K +8,569 +134%
Envestnet Portfolio Solutions
279
Envestnet Portfolio Solutions
Illinois
$1.64M -$31.5K -286 -2%
UW
280
Unique Wealth
Florida
$1.64M +$1.64M +14,906 New
T. Rowe Price Associates
281
T. Rowe Price Associates
Maryland
$1.64M +$1.64M +14,893 New
MFIM
282
Mesirow Financial Investment Management
Illinois
$1.64M +$43.2K +392 +3%
ASW
283
Astoria Strategic Wealth
Texas
$1.63M
EDRH
284
Edmond de Rothschild Holding
Switzerland
$1.63M
NA
285
Nottingham Advisors
New York
$1.62M -$2.92M -26,507 -64%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$1.61M -$132K -1,201 -8%
HTC
287
Haverford Trust Company
Pennsylvania
$1.6M
MHB
288
Midwest Heritage Bank
Iowa
$1.6M -$154K -1,397 -9%
SB
289
Sunflower Bank
Texas
$1.6M
Chevy Chase Trust
290
Chevy Chase Trust
Maryland
$1.6M -$177K -1,604 -10%
SC
291
Scotia Capital
Ontario, Canada
$1.56M -$841K -7,640 -35%
RVPG
292
Relative Value Partners Group
$1.52M -$102K -1,000 -6%
LNWWM
293
Laird Norton Wetherby Wealth Management
California
$1.52M +$102K +928 +7%
ONB
294
Old National Bancorp
Indiana
$1.49M +$322K +2,924 +27%
GWWM
295
Great Waters Wealth Management
Minnesota
$1.47M -$29.7K -270 -2%
PFA
296
Pure Financial Advisors
California
$1.45M +$103K +935 +8%
EP
297
Edgestream Partners
New Jersey
$1.44M +$811K +7,360 +129%
AF
298
Advisornet Financial
Minnesota
$1.43M -$77.3K -702 -5%
GFG
299
Greystone Financial Group
Michigan
$1.4M +$52.4K +476 +4%
QWP
300
Quotient Wealth Partners
Texas
$1.38M -$332K -3,018 -19%