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iShares MSCI ACWI ETF

720 hedge funds and large institutions have $9.37B invested in iShares MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 262 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 32

34% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 196

11% more funds holding in top 10

Funds holding in top 10: 4752 (+5)

7% more funds holding

Funds holding: 671720 (+49)

0.06% less ownership

Funds ownership: 48.88%48.82% (-0.06%)

1% less capital invested

Capital invested by funds: $9.48B → $9.37B (-$111M)

86% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $216M

Holders
720
Holders Change
+49
Holders Change %
+7.3%
% of All Funds
9.48%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.68%
New
95
Increased
262
Reduced
196
Closed
32
Calls
$29.3M
Puts
$216M
Net Calls
-$187M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
351
Columbus Macro
Pennsylvania
$1.14M +$74.6K +622 +7%
SP
352
Stonebrook Private
Michigan
$1.12M -$13.4K -112 -1%
Susquehanna International Group
353
Susquehanna International Group
Pennsylvania
$1.12M -$6.16M -51,304 -84%
SA
354
Sanctuary Advisors
Indiana
$1.12M -$86.4K -720 -7%
WFA
355
Wellspring Financial Advisors
Ohio
$1.12M
NA
356
NewEdge Advisors
Louisiana
$1.1M +$16.9K +141 +2%
RA
357
RiverTree Advisors
Florida
$1.1M +$1.12M +9,363 New
NAM
358
NTV Asset Management
West Virginia
$1.09M +$120 +1 +0%
GRP
359
Global Retirement Partners
California
$1.08M -$10.3K -86 -0.9%
EBA
360
Eagle Bay Advisors
New York
$1.08M +$1.1M +9,193 New
William Blair & Company
361
William Blair & Company
Illinois
$1.07M -$82.9K -691 -7%
IFS
362
Ifrah Financial Services
Arkansas
$1.05M +$244K +2,032 +29%
TPW
363
Transatlantique Private Wealth
New York
$1.05M +$1.07M +8,923 New
SAS
364
Sage Advisory Services
Texas
$1.05M +$7.8K +65 +0.7%
MIFH
365
Migdal Insurance & Financial Holdings
Israel
$1.03M +$72.6K +605 +7%
NF
366
NavPoint Financial
Minnesota
$1.02M +$9.36K +78 +0.9%
SW
367
SVB Wealth
Massachusetts
$1.01M +$1.03M +8,616 New
EPAM
368
Evelyn Partners Asset Management
$1M +$1.02M +8,511 New
EMCIP
369
Ewing Morris & Co Investment Partners
Ontario, Canada
$999K +$1.02M +8,500 New
PFS
370
Prospect Financial Services
New York
$977K +$9K +75 +0.9%
BCM
371
Becker Capital Management
Oregon
$975K
MYIA
372
Mount Yale Investment Advisors
Colorado
$972K +$992K +8,270 New
SPW
373
Sonoma Private Wealth
California
$971K
ACS
374
Archford Capital Strategies
Illinois
$960K +$133K +1,105 +16%
NW
375
NewEdge Wealth
Pennsylvania
$958K -$206K -1,714 -17%

ACWI Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2024, worth a combined $9.37B — down 1.2% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new ACWI positions and 32 closed out — a net gain of 63 holders — while 262 added to existing stakes and 196 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $192M. The largest seller was Johns Hopkins University, cutting an estimated $284M.

  • 720 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2024, up from 671 in Q3 2024.
  • Funds reported $9.37B of iShares MSCI ACWI ETF stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 95 funds opened new iShares MSCI ACWI ETF positions in Q4 2024 and 32 closed out, a net change of +63 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $192M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2024 was Johns Hopkins University, an estimated $284M sold.

Based on aggregated 13F filings for Q4 2024.