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iShares MSCI ACWI ETF
ACWI

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: 659 → 682 (+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: 48 → 48 (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

Top Buyers

1
Barclays
Barclays
United Kingdom
+$385M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$356M
3
UBS Group
UBS Group
Switzerland
+$284M
4
DCM
Disciplina Capital Management
Tennessee
+$203M
5
Goldman Sachs
Goldman Sachs
New York
+$136M

Top Sellers

1
Jane Street
Jane Street
New York
-$710M
2
MCM
MKP Capital Management
New York
-$530M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$220M
4
CWM
CIBC World Markets
New York
-$165M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$164M
Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
276
Haverford Trust Company
Pennsylvania
$1.64M – – –
PFA
277
Pure Financial Advisors
California
$1.63M +$151K +1,370 +10%
Chevy Chase Trust
278
Chevy Chase Trust
Maryland
$1.62M -$12.2K -111 -0.8%
ASW
279
Astoria Strategic Wealth
Texas
$1.61M -$57K -519 -3%
FAIM
280
Financial Advocates Investment Management
Washington
$1.6M -$177K -1,608 -10%
SC
281
Scotia Capital
Ontario, Canada
$1.59M +$2.86K +26 +0.2%
UBS AM
282
UBS AM
Illinois
$1.57M +$1.54M +14,000 New
EP
283
Edgestream Partners
New Jersey
$1.56M +$89.5K +814 +6%
CIBC World Market
284
CIBC World Market
Ontario, Canada
$1.55M -$164M -1,488,520 -99%
MML Investors Services
285
MML Investors Services
Massachusetts
$1.55M -$653K -5,939 -30%
AT
286
Arlington Trust
Alabama
$1.55M -$412K -3,750 -21%
GFG
287
Greystone Financial Group
Michigan
$1.51M +$80.7K +734 +6%
AWM
288
Apollon Wealth Management
South Carolina
$1.49M -$186K -1,694 -11%
SB
289
Sunflower Bank
Texas
$1.48M -$150K -1,363 -9%
SQA
290
Simon Quick Advisors
New Jersey
$1.48M -$224K -2,037 -13%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$1.45M +$381K +3,462 +37%
KJHP
292
K.J. Harrison & Partners
Ontario, Canada
$1.45M +$131K +1,188 +10%
PCIA
293
Prime Capital Investment Advisors
Kansas
$1.44M -$408K -3,716 -22%
AWM
294
Activest Wealth Management
Florida
$1.43M -$1.3M -11,811 -48%
GWWM
295
Great Waters Wealth Management
Minnesota
$1.42M -$78.4K -713 -5%
SWP
296
Stratos Wealth Partners
Ohio
$1.41M +$55K +500 +4%
AIA
297
Angeles Investment Advisors
California
$1.41M – – –
EF
298
Empirical Finance
Pennsylvania
$1.4M – – –
LNWWM
299
Laird Norton Wetherby Wealth Management
California
$1.4M -$140K -1,272 -9%
AF
300
Advisornet Financial
Minnesota
$1.4M -$54.5K -496 -4%
10 11
12
13 14

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.