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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
PFA
276
Pure Financial Advisors
California
$2.06M +$245K +2,045 +13%
OAM
277
Oppenheimer Asset Management
New York
$2.05M +$2.1M +17,469 New
CI
278
Cambiar Investors
Colorado
$2.02M +$1.57M +13,123 +326%
JWBC
279
John W. Brooker & Co
California
$1.99M -$4.56K -38 -0.2%
SB
280
Strategic Blueprint
Georgia
$1.91M -$600 -5 -0%
MML Investors Services
281
MML Investors Services
Massachusetts
$1.91M +$340K +2,831 +21%
MGI
282
MayTech Global Investments
New York
$1.9M +$1.04M +8,686 +116%
RFP
283
Roth Financial Partners
Texas
$1.88M -$8.4K -70 -0.4%
CWA
284
Clarus Wealth Advisors
Arizona
$1.87M +$125K +1,045 +7%
KJHP
285
K.J. Harrison & Partners
Ontario, Canada
$1.86M +$360K +2,998 +23%
RWP
286
RWA Wealth Partners
Massachusetts
$1.84M +$27.7K +231 +1%
MHB
287
Midwest Heritage Bank
Iowa
$1.84M -$20.4K -170 -1%
GQG Partners
288
GQG Partners
Florida
$1.82M +$1.86M +15,480 New
AC
289
Avestar Capital
New York
$1.81M +$774K +6,449 +72%
GFG
290
Greystone Financial Group
Michigan
$1.81M +$117K +971 +7%
AIA
291
Angeles Investment Advisors
California
$1.78M -$31.8K -265 -2%
Wealthfront Advisers
292
Wealthfront Advisers
California
$1.78M +$383K +3,195 +27%
Credit Agricole
293
Credit Agricole
France
$1.76M +$850K +7,081 +90%
MFIM
294
Mesirow Financial Investment Management
Illinois
$1.76M +$840 +7 +0%
EDRH
295
Edmond de Rothschild Holding
Switzerland
$1.74M
SFC
296
SYM Financial Corp
Indiana
$1.73M -$34.8K -290 -2%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$1.73M -$13.1K -109 -0.7%
SFWC
298
Strategic Family Wealth Counselors
New Jersey
$1.66M +$614K +5,119 +57%
ONB
299
Old National Bancorp
Indiana
$1.66M +$144K +1,202 +9%
FAIM
300
Financial Advocates Investment Management
Washington
$1.65M -$158K -1,318 -9%

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.