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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

669 hedge funds and large institutions have $9.47B invested in iShares MSCI ACWI ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 201 increasing their positions, 226 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-10
Holders Change %
-1.47%
% of All Funds
9.68%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.68%
New
40
Increased
201
Reduced
226
Closed
38
Calls
$208M
Puts
$220M
Net Calls
-$11.5M
Net Calls Change
-$194M

Top Buyers

1
MCM
MKP Capital Management
New York
$351M
2
Nomura Asset Management
Nomura Asset Management
Japan
$110M
3
EW
Evoke Wealth
California
$103M
4
Allianz Asset Management
Allianz Asset Management
Germany
$184M
5
DS
DRW Securities
Illinois
$42.3M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$285M
2
Barclays
Barclays
United Kingdom
$58.7M
3
UBS Group
UBS Group
Switzerland
$96.8M
4
Jane Street
Jane Street
New York
$54.9M
5
DCM
Disciplina Capital Management
Tennessee
$109K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
351
Wealth Architects
California
$920K -$5.5K -46 -0.6%
SWA
352
SFMG Wealth Advisors
Texas
$908K – – –
FWIA
353
Fort Washington Investment Advisors
Ohio
$902K – – –
G
354
GenTrust
Florida
$899K -$31.8K -266 -3%
MGI
355
MayTech Global Investments
New York
$895K +$586K +4,903 +190%
CB
356
Commerce Bank
Missouri
$891K – – –
MFG
357
Merit Financial Group
Georgia
$888K -$18.3K -153 -2%
SCP
358
Sivia Capital Partners
California
$882K +$569K +4,758 +182%
CGPCS
359
Capital Group Private Client Services
California
$875K -$544K -4,550 -38%
FTWA
360
Fifth Third Wealth Advisors
Ohio
$873K – – –
WT
361
Whittier Trust
California
$869K -$598 -5 -0.1%
PG
362
Patten Group
Tennessee
$861K +$143K +1,195 +20%
NRC
363
New Republic Capital
North Carolina
$861K -$5.26K -44 -0.6%
BA
364
Brightwater Advisory
Florida
$857K -$394K -3,297 -31%
ACS
365
Archford Capital Strategies
Illinois
$853K -$12.4K -103 -1%
SSWM
366
Sheets Smith Wealth Management
North Carolina
$849K -$137K -1,150 -14%
SC
367
Savant Capital
Illinois
$832K +$8.25K +69 +1%
QS
368
Quantitative Strategies
California
$829K +$137K +1,149 +20%
DJSG
369
D.J. St. Germain
Massachusetts
$828K -$4.78K -40 -0.6%
WA
370
WestEnd Advisors
North Carolina
$827K +$3.11K +26 +0.4%
IFS
371
Ifrah Financial Services
Arkansas
$824K +$5.02K +42 +0.6%
CCA
372
Criterion Capital Advisors
Tennessee
$821K – – –
NS
373
NBC Securities
Alabama
$814K -$201K -1,686 -20%
EWM
374
Empirical Wealth Management
Washington
$801K +$113K +947 +16%
PWLP
375
Prio Wealth Limited Partnership
Massachusetts
$792K – – –
13 14
15
16 17