ACWI icon

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 %
SFG
326
Shum Financial Group
California
$1.34M +$36.1K +307 +3%
CIAS
327
Capital Investment Advisory Services
North Carolina
$1.33M -$477K -4,059 -26%
RhumbLine Advisers
328
RhumbLine Advisers
Massachusetts
$1.32M +$276K +2,346 +26%
KIA
329
KCM Investment Advisors
California
$1.31M – – –
AWM
330
Activest Wealth Management
Florida
$1.31M +$60K +511 +5%
BAM
331
Berkshire Asset Management
Pennsylvania
$1.29M – – –
SF
332
Summit Financial
New Jersey
$1.28M +$1.28M +10,932 New
SCP
333
Sivia Capital Partners
California
$1.28M +$416K +3,540 +48%
SQA
334
Simon Quick Advisors
New Jersey
$1.27M -$230K -1,958 -15%
PAA
335
Peregrine Asset Advisers
Oregon
$1.26M -$1.29K -11 -0.1%
SC
336
Sierra Capital
Florida
$1.25M -$3.1M -26,356 -71%
MBT
337
Montecito Bank & Trust
California
$1.24M – – –
CWM
338
Cherrydale Wealth Management
New Jersey
$1.23M +$11K +94 +0.9%
CFG
339
Citizens Financial Group
Rhode Island
$1.22M -$249K -2,117 -17%
CIA
340
Choate Investment Advisors
Massachusetts
$1.21M – – –
FT
341
Fiduciary Trust
Massachusetts
$1.21M +$10.8K +92 +0.9%
HNWA
342
Henrickson Nauta Wealth Advisors
Michigan
$1.2M – – –
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$1.2M -$9.93K -84 -0.8%
JFG
344
JMG Financial Group
Illinois
$1.18M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
345
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.18M – – –
SWTS
346
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.15M +$1.15M +9,822 New
BT
347
Brandywine Trust
Delaware
$1.15M – – –
CM
348
Columbus Macro
Pennsylvania
$1.14M +$73.1K +622 +7%
SP
349
Stonebrook Private
Michigan
$1.12M -$13.2K -112 -1%
Susquehanna International Group
350
Susquehanna International Group
Pennsylvania
$1.12M -$6.03M -51,304 -84%
12 13
14
15 16