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iShares MSCI ACWI ETF

682 hedge funds and large institutions have $10.5B invested in iShares MSCI ACWI ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 223 increasing their positions, 221 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

87% more call options, than puts

Call options by funds: $393M | Put options by funds: $211M

3% more funds holding

Funds holding: 659682 (+23)

1% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 221

0% more funds holding in top 10

Funds holding in top 10: 4848 (0)

0.16% less ownership

Funds ownership: 56.18%56.02% (-0.16%)

7% less capital invested

Capital invested by funds: $11.3B → $10.5B (-$763M)

Holders
682
Holders Change
+23
Holders Change %
+3.49%
% of All Funds
9.85%
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.69%
New
66
Increased
223
Reduced
221
Closed
35
Calls
$393M
Puts
$211M
Net Calls
+$183M
Net Calls Change
-$282M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
401
Vident Advisory
Georgia
$660K +$220 +2 +0%
CI
402
Cambiar Investors
Colorado
$659K +$50.7K +461 +9%
JIC
403
Joel Isaacson & Co
New York
$655K
QS
404
Quantitative Strategies
California
$651K -$24.3K -221 -4%
SPC
405
Sigma Planning Corp
Michigan
$650K -$33.9K -308 -5%
EWM
406
Empirical Wealth Management
Washington
$646K +$24.5K +223 +4%
SFP
407
Strategic Financial Partners
Oregon
$646K
BL
408
Balentine LLC
Georgia
$635K -$3.05M -27,745 -83%
GF
409
Gries Financial
Ohio
$627K
Nomura Asset Management
410
Nomura Asset Management
Japan
$626K -$625K -5,682 -50%
SCA
411
Snowden Capital Advisors
New York
$620K
MFG
412
Magnus Financial Group
New York
$620K +$220 +2 +0%
WI
413
Wintrust Investments
Illinois
$618K +$159K +1,450 +36%
LJAC
414
L.J. Altfest & Co
New York
$614K +$879 +8 +0.1%
E3F
415
Eight 31 Financial
Texas
$611K +$89.4K +813 +18%
EWA
416
Evolution Wealth Advisors
Florida
$610K +$879 +8 +0.1%
YIH
417
Y-Intercept (HK)
Hong Kong
$607K +$594K +5,400 New
AWA
418
Aaron Wealth Advisors
Illinois
$603K
AIIMS
419
Analyst IMS Investment Management Services
Israel
$599K +$25.1K +228 +4%
Financial Engines Advisors
420
Financial Engines Advisors
California
$597K -$29.7K -270 -5%
GWM
421
GDS Wealth Management
Texas
$594K -$4.84K -44 -0.8%
ACI
422
Alpha Cubed Investments
California
$586K +$269K +2,450 +89%
MA
423
Mutual Advisors
Nebraska
$585K
NYLIM
424
New York Life Investment Management
New York
$578K +$36.6K +333 +7%
TI
425
Trexquant Investment
Connecticut
$576K +$563K +5,122 New

ACWI Hedge Fund Activity: Q2 2024 in Review

682 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2024, worth a combined $10.5B — down 6.8% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ACWI positions and 35 closed out — a net gain of 31 holders — while 223 added to existing stakes and 221 trimmed.

The largest buyer was Barclays, adding an estimated $385M. The largest seller was Jane Street, cutting an estimated $710M.

  • 682 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2024, up from 659 in Q1 2024.
  • Funds reported $10.5B of iShares MSCI ACWI ETF stock for Q2 2024, down 6.8% quarter-over-quarter.
  • 66 funds opened new iShares MSCI ACWI ETF positions in Q2 2024 and 35 closed out, a net change of +31 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2024 was Barclays, an estimated $385M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2024 was Jane Street, an estimated $710M sold.

Based on aggregated 13F filings for Q2 2024.