ACWI icon

iShares MSCI ACWI ETF

656 hedge funds and large institutions have $11.3B invested in iShares MSCI ACWI ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 258 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-25
Holders Change %
-3.67%
% of All Funds
9.51%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.68%
New
51
Increased
162
Reduced
258
Closed
68
Calls
$706M
Puts
$241M
Net Calls
+$465M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
376
D.J. St. Germain
Massachusetts
$767K
ACM
377
AlphaStar Capital Management
North Carolina
$759K +$170K +1,541 +29%
SIM
378
Seaview Investment Managers
Florida
$747K +$747K +6,780 New
AT
379
American Trust
Kentucky
$733K -$28.5K -259 -4%
IA
380
IFP Advisors
Florida
$732K +$17.3K +157 +2%
PWLP
381
Prio Wealth Limited Partnership
Massachusetts
$730K
AR
382
Apeiron RIA
Texas
$722K -$2.64K -24 -0.4%
TF
383
Trek Financial
Arizona
$721K
B
384
Bailard
California
$701K
QCM
385
Quantinno Capital Management
New York
$679K +$679K +6,161 New
SPC
386
Sigma Planning Corp
Michigan
$671K +$403K +3,658 +150%
HCMT
387
Highland Capital Management (Tennessee)
Tennessee
$665K
QS
388
Quantitative Strategies
California
$662K -$6.83K -62 -1%
PG
389
Patten Group
Tennessee
$662K
AA
390
Advisory Alpha
Michigan
$660K -$90.1K -818 -12%
NFG
391
Nations Financial Group
Iowa
$654K
SC
392
Savant Capital
Illinois
$652K -$7.6K -69 -1%
VA
393
Vident Advisory
Georgia
$646K -$220 -2 -0%
JIC
394
Joel Isaacson & Co
New York
$642K
TSMHT
395
Thurston Springer Miller Herd & Titak
Indiana
$638K +$638K +5,791 New
BA
396
Ballew Advisors
Mississippi
$638K
PF
397
Phoenix Financial
Israel
$637K -$2.35M -21,334 -79%
SFP
398
Strategic Financial Partners
Oregon
$633K
Financial Engines Advisors
399
Financial Engines Advisors
California
$614K -$96.7K -878 -14%
GF
400
Gries Financial
Ohio
$614K -$145K -1,317 -19%