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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 %
MG
401
Mather Group
Illinois
$720K +$47.7K +406 +7%
CIA
402
Capital Investment Advisors
Georgia
$717K -$47.6K -405 -6%
HCMT
403
Highland Capital Management (Tennessee)
Tennessee
$710K – – –
QCM
404
Quantinno Capital Management
New York
$707K -$227K -1,929 -24%
NFG
405
Nations Financial Group
Iowa
$705K +$3.88K +33 +0.6%
G
406
GenTrust
Florida
$704K -$180K -1,531 -20%
SC
407
Savant Capital
Illinois
$704K -$114K -973 -14%
BA
408
Ballew Advisors
Mississippi
$700K +$14.9K +128 +2%
JIC
409
Joel Isaacson & Co
New York
$685K – – –
SWP
410
Summit Wealth Partners
Florida
$674K – – –
SFA
411
Souders Financial Advisors
Ohio
$672K +$672K +5,721 New
CPP
412
Capasso Planning Partners
South Carolina
$661K +$123K +1,048 +23%
SFP
413
Strategic Financial Partners
Oregon
$660K -$8.81K -75 -1%
GF
414
Gries Financial
Ohio
$655K – – –
P
415
&Partners
Tennessee
$649K +$649K +5,480 New
SCA
416
Snowden Capital Advisors
New York
$647K -$3.17K -27 -0.5%
AA
417
Advisory Alpha
Michigan
$641K – – –
LJAC
418
L.J. Altfest & Co
New York
$641K +$940 +8 +0.1%
Financial Engines Advisors
419
Financial Engines Advisors
California
$639K -$2.12K -18 -0.3%
EWA
420
Evolution Wealth Advisors
Florida
$639K +$1.18K +10 +0.2%
BL
421
Balentine LLC
Georgia
$631K -$1.29K -11 -0.2%
AWA
422
Aaron Wealth Advisors
Illinois
$631K – – –
GWM
423
GDS Wealth Management
Texas
$627K – – –
OCM
424
One Capital Management
California
$617K +$617K +5,250 New
TCA
425
Transcend Capital Advisors
New Jersey
$610K +$9.63K +82 +2%
15 16
17
18 19