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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 %
ALA
376
Atlas Legacy Advisors
California
$897K +$897K +7,634 New
SWA
377
SFMG Wealth Advisors
Texas
$892K – – –
MFG
378
Merit Financial Group
Georgia
$886K +$13.2K +112 +2%
LAMC
379
Longview Asset Management (California)
California
$885K +$885K +7,534 New
QS
380
Quantitative Strategies
California
$880K +$64.6K +550 +8%
CB
381
Commerce Bank
Missouri
$876K – – –
SB
382
Sunflower Bank
Texas
$872K -$660K -5,618 -43%
FTWA
383
Fifth Third Wealth Advisors
Ohio
$858K – – –
PG
384
Patten Group
Tennessee
$847K +$940 +8 +0.1%
WT
385
Whittier Trust
California
$845K -$8.93K -76 -1%
CCA
386
Criterion Capital Advisors
Tennessee
$821K – – –
SSWM
387
Sheets Smith Wealth Management
North Carolina
$816K -$18.3K -156 -2%
DJSG
388
D.J. St. Germain
Massachusetts
$814K – – –
VA
389
Vident Advisory
Georgia
$804K +$131K +1,117 +20%
EWM
390
Empirical Wealth Management
Washington
$791K +$4K +34 +0.5%
WAG
391
Winthrop Advisory Group
Massachusetts
$782K +$351K +2,984 +81%
CW
392
CreativeOne Wealth
Kansas
$777K +$777K +6,612 New
TF
393
Trek Financial
Arizona
$776K +$6.93K +59 +0.9%
FA
394
Fiducient Advisors
Illinois
$774K +$338K +2,875 +77%
WS
395
Wedbush Securities
California
$774K +$384K +3,265 +98%
AR
396
Apeiron RIA
Texas
$771K – – –
B
397
Bailard
California
$737K -$15.7K -134 -2%
SFFS
398
Stonehage Fleming Financial Services
Jersey
$737K – – –
ACA
399
Anchor Capital Advisors
Massachusetts
$732K -$18.8K -160 -3%
SCM
400
SCS Capital Management
Massachusetts
$723K +$6.23K +53 +0.9%
14 15
16
17 18