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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

669 hedge funds and large institutions have $9.47B invested in iShares MSCI ACWI ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 201 increasing their positions, 226 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-10
Holders Change %
-1.47%
% of All Funds
9.68%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.68%
New
40
Increased
201
Reduced
226
Closed
38
Calls
$208M
Puts
$220M
Net Calls
-$11.5M
Net Calls Change
-$194M

Top Buyers

1
MCM
MKP Capital Management
New York
$351M
2
Nomura Asset Management
Nomura Asset Management
Japan
$110M
3
EW
Evoke Wealth
California
$103M
4
Allianz Asset Management
Allianz Asset Management
Germany
$184M
5
DS
DRW Securities
Illinois
$42.3M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$285M
2
Barclays
Barclays
United Kingdom
$58.7M
3
UBS Group
UBS Group
Switzerland
$96.8M
4
Jane Street
Jane Street
New York
$54.9M
5
DCM
Disciplina Capital Management
Tennessee
$109K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
401
Advisory Alpha
Michigan
$653K -$64.6K -540 -9%
LJAC
402
L.J. Altfest & Co
New York
$651K -$1.79K -15 -0.3%
EWA
403
Evolution Wealth Advisors
Florida
$649K – – –
MFG
404
Magnus Financial Group
New York
$648K -$12K -100 -2%
BL
405
Balentine LLC
Georgia
$643K -$32.5K -272 -5%
AWA
406
Aaron Wealth Advisors
Illinois
$642K – – –
GWM
407
GDS Wealth Management
Texas
$638K +$6.93K +58 +1%
ACI
408
Alpha Cubed Investments
California
$623K – – –
BA
409
Bellwether Advisors
Nebraska
$614K +$19.2K +161 +3%
TCA
410
Transcend Capital Advisors
New Jersey
$611K -$120 -1 -0%
NYLIM
411
New York Life Investment Management
New York
$610K -$4.54K -38 -0.7%
SPC
412
Sigma Planning Corp
Michigan
$606K -$85.4K -714 -12%
EAM
413
Erste Asset Management
Austria
$604K +$604K +5,053 New
RK
414
Rather & Kittrell
Tennessee
$584K – – –
LDB
415
Lee, Danner & Bass
Tennessee
$582K -$215K -1,800 -27%
SP
416
SIH Partners
Delaware
$574K +$574K +4,800 New
CMP
417
Courage Miller Partners
Virginia
$568K – – –
CPIG
418
Chicago Partners Investment Group
Illinois
$564K – – –
NCM
419
New Capital Management
Texas
$556K +$120 +1 +0%
PWA
420
Provenance Wealth Advisors
Florida
$552K +$81.3K +680 +17%
CPP
421
Capasso Planning Partners
South Carolina
$547K +$30K +251 +6%
DIA
422
Dana Investment Advisors
Wisconsin
$543K +$213K +1,782 +65%
NGA
423
Naples Global Advisors
Florida
$536K – – –
RA
424
RFG Advisory
Alabama
$531K -$7.53K -63 -1%
SPWG
425
Syntegra Private Wealth Group
Missouri
$529K -$16.5K -138 -3%
15 16
17
18 19