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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 %
SA
351
Sanctuary Advisors
Indiana
$1.12M -$87.8K -720 -7%
WFA
352
Wellspring Financial Advisors
Ohio
$1.12M – – –
NA
353
NewEdge Advisors
Louisiana
$1.1M +$16.6K +141 +2%
RA
354
RiverTree Advisors
Florida
$1.1M +$1.1M +9,363 New
NAM
355
NTV Asset Management
West Virginia
$1.09M +$118 +1 +0%
GRP
356
Global Retirement Partners
California
$1.08M -$10.1K -86 -0.9%
EBA
357
Eagle Bay Advisors
New York
$1.08M +$1.08M +9,193 New
William Blair & Company
358
William Blair & Company
Illinois
$1.07M -$81.2K -691 -7%
IFS
359
Ifrah Financial Services
Arkansas
$1.05M +$239K +2,032 +29%
TPW
360
Transatlantique Private Wealth
New York
$1.05M +$1.05M +8,923 New
SAS
361
Sage Advisory Services
Texas
$1.05M +$7.63K +65 +0.7%
MIFH
362
Migdal Insurance & Financial Holdings
Israel
$1.03M +$71.1K +605 +7%
NF
363
NavPoint Financial
Minnesota
$1.02M +$9.17K +78 +0.9%
SW
364
SVB Wealth
Massachusetts
$1.01M +$1.01M +8,616 New
EMCIP
365
Ewing Morris & Co Investment Partners
Ontario, Canada
$999K +$999K +8,500 New
PFS
366
Prospect Financial Services
New York
$977K +$8.81K +75 +0.9%
BCM
367
Becker Capital Management
Oregon
$975K – – –
MYIA
368
Mount Yale Investment Advisors
Colorado
$972K +$972K +8,270 New
SPW
369
Sonoma Private Wealth
California
$971K – – –
ACS
370
Archford Capital Strategies
Illinois
$960K +$130K +1,105 +16%
NW
371
NewEdge Wealth
Pennsylvania
$958K -$201K -1,714 -17%
ASN
372
Advisory Services Network
Georgia
$948K +$503K +4,282 +113%
First Trust Advisors
373
First Trust Advisors
Illinois
$935K +$935K +7,955 New
SS
374
SBI Securities
Japan
$907K +$907K +7,718 New
WA
375
Wealth Architects
California
$904K – – –
13 14
15
16 17