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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 %
EWM
401
Empirical Wealth Management
Washington
$609K -$11.3K -103 -2%
SCA
402
Snowden Capital Advisors
New York
$608K +$608K +5,520 New
MFG
403
Magnus Financial Group
New York
$607K
LJAC
404
L.J. Altfest & Co
New York
$601K
EWA
405
Evolution Wealth Advisors
Florida
$597K
CI
406
Cambiar Investors
Colorado
$595K -$462K -4,193 -44%
AWA
407
Aaron Wealth Advisors
Illinois
$591K
FPAS
408
Focus Partners Advisor Solutions
Missouri
$588K +$588K +5,334 New
GWM
409
GDS Wealth Management
Texas
$586K -$9.91K -90 -2%
LA
410
LVW Advisors
New York
$586K -$569K -5,170 -49%
MA
411
Mutual Advisors
Nebraska
$572K
SWP
412
Summit Wealth Partners
Florida
$563K
AIIMS
413
Analyst IMS Investment Management Services
Israel
$562K +$192K +1,742 +52%
BPA
414
Beacon Pointe Advisors
California
$558K -$45.4K -412 -8%
Vontobel Holding
415
Vontobel Holding
Switzerland
$548K +$548K +4,977 New
RK
416
Rather & Kittrell
Tennessee
$538K -$31.4K -285 -6%
NYLIM
417
New York Life Investment Management
New York
$530K -$31.9K -290 -6%
CMP
418
Courage Miller Partners
Virginia
$523K
FCAM
419
First Citizens Asset Management
North Carolina
$518K -$80.8K -734 -14%
BA
420
Bellwether Advisors
Nebraska
$515K +$7.49K +68 +1%
HWM
421
Hemington Wealth Management
Virginia
$514K -$4.63K -42 -0.9%
NCM
422
New Capital Management
Texas
$512K +$2.2K +20 +0.4%
SCM
423
SCS Capital Management
Massachusetts
$511K
SPWG
424
Syntegra Private Wealth Group
Missouri
$510K -$29.4K -267 -5%
BC
425
Belmont Capital
California
$510K