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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
TCMP
301
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.39M +$1.36M +12,346 New
ONB
302
Old National Bancorp
Indiana
$1.38M -$139K -1,267 -9%
IFAM
303
Institutional & Family Asset Management
Colorado
$1.38M
MIFH
304
Migdal Insurance & Financial Holdings
Israel
$1.38M +$330 +3 +0%
GSC
305
G&S Capital
Colorado
$1.37M +$1.3M +11,845 New
CL
306
Choreo LLC
Illinois
$1.36M +$137K +1,244 +11%
LBC
307
Lowe Brockenbrough & Co
Virginia
$1.35M
CFG
308
Citizens Financial Group
Rhode Island
$1.34M +$1.31M +11,920 New
CGPCS
309
Capital Group Private Client Services
California
$1.33M -$2.75M -25,005 -68%
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$1.3M +$110 +1 +0%
CB
311
Community Bank
New York
$1.29M
ECM
312
Evergreen Capital Management
Washington
$1.29M
TWP
313
TFO Wealth Partners
Ohio
$1.28M +$10.4K +95 +0.8%
KIA
314
KCM Investment Advisors
California
$1.25M
Wealthfront Advisers
315
Wealthfront Advisers
California
$1.25M +$331K +3,012 +37%
MBT
316
Montecito Bank & Trust
California
$1.23M
AIM
317
Alhambra Investment Management
Florida
$1.21M +$355K +3,230 +43%
CCP
318
Cassia Capital Partners
North Carolina
$1.21M -$89.8K -817 -7%
PAA
319
Peregrine Asset Advisers
Oregon
$1.2M -$1.32K -12 -0.1%
BAM
320
Berkshire Asset Management
Pennsylvania
$1.19M
BA
321
Brightwater Advisory
Florida
$1.18M -$868K -7,893 -43%
IMC Chicago
322
IMC Chicago
Illinois
$1.18M +$1.15M +10,464 New
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$1.17M -$48.9K -445 -4%
CWM
324
Cherrydale Wealth Management
New Jersey
$1.17M +$9.56K +87 +0.8%
ACA
325
Atlas Capital Advisors
Wyoming
$1.16M +$306K +2,787 +37%

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.