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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

679 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, 219 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+23
Holders Change %
+3.51%
% of All Funds
9.88%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.7%
New
66
Increased
223
Reduced
219
Closed
35
Calls
$393M
Puts
$211M
Net Calls
+$183M
Net Calls Change
-$282M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$404M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$619M
3
UBS Group
3
UBS Group
Switzerland
$348M
4
DCM
4
Disciplina Capital Management
Tennessee
$180M
5
Goldman Sachs
5
Goldman Sachs
New York
$232M

Top Sellers

1
GA
1
GFS Advisors
Texas
$12.2M
2
Jane Street
2
Jane Street
New York
$267M
3
MCM
3
MKP Capital Management
New York
$184M
4
Hudson Bay Capital Management
4
Hudson Bay Capital Management
Connecticut
$0
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
401
Joel Isaacson & Co
New York
$655K – – –
QS
402
Quantitative Strategies
California
$651K -$24.8K -221 -4%
SPC
403
Sigma Planning Corp
Michigan
$650K -$34.6K -308 -5%
EWM
404
Empirical Wealth Management
Washington
$646K +$25.1K +223 +4%
SFP
405
Strategic Financial Partners
Oregon
$646K – – –
BL
406
Balentine LLC
Georgia
$635K -$3.12M -27,745 -83%
GF
407
Gries Financial
Ohio
$627K – – –
Nomura Asset Management
408
Nomura Asset Management
Japan
$626K -$639K -5,682 -50%
SCA
409
Snowden Capital Advisors
New York
$620K – – –
MFG
410
Magnus Financial Group
New York
$620K +$225 +2 +0%
WI
411
Wintrust Investments
Illinois
$618K +$163K +1,450 +36%
LJAC
412
L.J. Altfest & Co
New York
$614K +$899 +8 +0.1%
E3F
413
Eight 31 Financial
Texas
$611K +$91.4K +813 +18%
EWA
414
Evolution Wealth Advisors
Florida
$610K +$899 +8 +0.1%
YIH
415
Y-Intercept (HK)
Hong Kong
$607K +$607K +5,400 New
AWA
416
Aaron Wealth Advisors
Illinois
$603K – – –
AIIMS
417
Analyst IMS Investment Management Services
Israel
$599K +$25.6K +228 +4%
Financial Engines Advisors
418
Financial Engines Advisors
California
$597K -$30.3K -270 -5%
GWM
419
GDS Wealth Management
Texas
$594K -$4.95K -44 -0.8%
ACI
420
Alpha Cubed Investments
California
$586K +$275K +2,450 +89%
MA
421
Mutual Advisors
Nebraska
$585K – – –
NYLIM
422
New York Life Investment Management
New York
$578K +$37.4K +333 +7%
TI
423
Trexquant Investment
Connecticut
$576K +$576K +5,122 New
SWP
424
Summit Wealth Partners
Florida
$575K – – –
TCA
425
Transcend Capital Advisors
New Jersey
$575K +$575K +5,113 New
15 16
17
18 19