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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
ASN
376
Advisory Services Network
Georgia
$948K +$514K +4,282 +113%
First Trust Advisors
377
First Trust Advisors
Illinois
$935K +$955K +7,955 New
SS
378
SBI Securities
Japan
$907K +$926K +7,718 New
WA
379
Wealth Architects
California
$904K
ALA
380
Atlas Legacy Advisors
California
$897K +$916K +7,634 New
SWA
381
SFMG Wealth Advisors
Texas
$892K
MFG
382
Merit Financial Group
Georgia
$886K +$13.4K +112 +2%
LAMC
383
Longview Asset Management (California)
California
$885K +$904K +7,534 New
QS
384
Quantitative Strategies
California
$880K +$66K +550 +8%
CB
385
Commerce Bank
Missouri
$876K
SB
386
Sunflower Bank
Texas
$872K -$674K -5,618 -43%
FTWA
387
Fifth Third Wealth Advisors
Ohio
$858K
PG
388
Patten Group
Tennessee
$847K +$960 +8 +0.1%
WT
389
Whittier Trust
California
$845K -$9.12K -76 -1%
CCA
390
Criterion Capital Advisors
Tennessee
$821K
SSWM
391
Sheets Smith Wealth Management
North Carolina
$816K -$18.7K -156 -2%
DJSG
392
D.J. St. Germain
Massachusetts
$814K
VA
393
Vident Advisory
Georgia
$804K +$134K +1,117 +20%
EWM
394
Empirical Wealth Management
Washington
$791K +$4.08K +34 +0.5%
WAG
395
Winthrop Advisory Group
Massachusetts
$782K +$358K +2,984 +81%
CW
396
CreativeOne Wealth
Kansas
$777K +$793K +6,612 New
TF
397
Trek Financial
Arizona
$776K +$7.08K +59 +0.9%
FA
398
Fiducient Advisors
Illinois
$774K +$345K +2,875 +77%
WS
399
Wedbush Securities
California
$774K +$392K +3,265 +98%
AR
400
Apeiron RIA
Texas
$771K

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.