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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

714 hedge funds and large institutions have $9.36B invested in iShares MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 261 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+45
Holders Change %
+6.73%
% of All Funds
9.5%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.69%
New
92
Increased
261
Reduced
196
Closed
32
Calls
$29.3M
Puts
$216M
Net Calls
-$187M
Net Calls Change
-$175M

Top Buyers

1
CGPCS
Capital Group Private Client Services
California
+$188M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$137M
3
QC
Qalhat Capital
British Virgin Islands
+$133M
4
GM
Granger Management
New York
+$113M
5
Wells Fargo
Wells Fargo
California
+$77.7M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$278M
2
Bank of America
Bank of America
North Carolina
-$222M
3
SP
Sarasin & Partners
United Kingdom
-$165M
4
Goldman Sachs
Goldman Sachs
New York
-$107M
5
MCM
MKP Capital Management
New York
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASW
301
Astoria Strategic Wealth
Texas
$1.6M – – –
AWM
302
Apollon Wealth Management
South Carolina
$1.58M +$49.4K +420 +3%
CIBC World Market
303
CIBC World Market
Ontario, Canada
$1.57M -$28.3K -241 -2%
AC
304
ASB Consultores
Florida
$1.56M -$170K -1,448 -10%
SIM
305
Stratos Investment Management
Ohio
$1.55M +$1.55M +13,183 New
JWM
306
JFG Wealth Management
Colorado
$1.54M -$52.9K -450 -3%
CL
307
Choreo LLC
Illinois
$1.53M +$109K +925 +8%
HTC
308
Haverford Trust Company
Pennsylvania
$1.53M -$177K -1,510 -10%
YIA
309
YHB Investment Advisors
Connecticut
$1.52M -$35.3K -300 -2%
SWP
310
Stratos Wealth Partners
Ohio
$1.49M +$62K +528 +4%
LNWWM
311
Laird Norton Wetherby Wealth Management
California
$1.47M +$6.93K +59 +0.5%
ANTB
312
AMG National Trust Bank
Colorado
$1.47M -$2.35K -20 -0.2%
AT
313
Arlington Trust
Alabama
$1.47M -$147K -1,250 -9%
EF
314
Empirical Finance
Pennsylvania
$1.47M – – –
LWA
315
Lifelong Wealth Advisors
Minnesota
$1.46M +$1.46M +12,429 New
MGP
316
Metis Global Partners
California
$1.44M +$1.44M +12,239 New
GWWM
317
Great Waters Wealth Management
Minnesota
$1.43M +$4.23K +36 +0.3%
OFA
318
Oak Family Advisors
Illinois
$1.43M +$1.09M +9,317 +324%
RG
319
Rathbones Group
United Kingdom
$1.41M +$917K +7,805 +184%
ECM
320
Evergreen Capital Management
Washington
$1.4M +$50.5K +430 +4%
PCIA
321
Prime Capital Investment Advisors
Kansas
$1.39M -$136K -1,160 -9%
GSC
322
G&S Capital
Colorado
$1.37M +$20.3K +173 +2%
ACA
323
Atlas Capital Advisors
Wyoming
$1.37M -$75.1K -639 -5%
CB
324
Community Bank
New York
$1.35M – – –
VFA
325
Valeo Financial Advisors
Indiana
$1.34M +$277K +2,355 +26%
11 12
13
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