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iShares MSCI ACWI ETF

720 hedge funds and large institutions have $9.37B invested in iShares MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 262 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 32

34% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 196

11% more funds holding in top 10

Funds holding in top 10: 4752 (+5)

7% more funds holding

Funds holding: 671720 (+49)

0.06% less ownership

Funds ownership: 48.88%48.82% (-0.06%)

1% less capital invested

Capital invested by funds: $9.48B → $9.37B (-$111M)

86% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $216M

Holders
720
Holders Change
+49
Holders Change %
+7.3%
% of All Funds
9.48%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.68%
New
95
Increased
262
Reduced
196
Closed
32
Calls
$29.3M
Puts
$216M
Net Calls
-$187M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
B
401
Bailard
California
$737K -$16.1K -134 -2%
SFFS
402
Stonehage Fleming Financial Services
Jersey
$737K
ACA
403
Anchor Capital Advisors
Massachusetts
$732K -$19.2K -160 -3%
SCM
404
SCS Capital Management
Massachusetts
$723K +$6.36K +53 +0.9%
MG
405
Mather Group
Illinois
$720K +$48.7K +406 +7%
CIA
406
Capital Investment Advisors
Georgia
$717K -$48.6K -405 -6%
HCMT
407
Highland Capital Management (Tennessee)
Tennessee
$710K
QCM
408
Quantinno Capital Management
New York
$707K -$231K -1,929 -24%
NFG
409
Nations Financial Group
Iowa
$705K +$3.96K +33 +0.6%
G
410
GenTrust
Florida
$704K -$184K -1,531 -20%
SC
411
Savant Capital
Illinois
$704K -$117K -973 -14%
BA
412
Ballew Advisors
Mississippi
$700K +$15.4K +128 +2%
JIC
413
Joel Isaacson & Co
New York
$685K
SWP
414
Summit Wealth Partners
Florida
$674K
SFA
415
Souders Financial Advisors
Ohio
$672K +$687K +5,721 New
CPP
416
Capasso Planning Partners
South Carolina
$661K +$126K +1,048 +23%
SFP
417
Strategic Financial Partners
Oregon
$660K -$9K -75 -1%
GF
418
Gries Financial
Ohio
$655K
P
419
&Partners
Tennessee
$649K +$658K +5,480 New
SCA
420
Snowden Capital Advisors
New York
$647K -$3.24K -27 -0.5%
AA
421
Advisory Alpha
Michigan
$641K
LJAC
422
L.J. Altfest & Co
New York
$641K +$960 +8 +0.1%
Financial Engines Advisors
423
Financial Engines Advisors
California
$639K -$2.16K -18 -0.3%
EWA
424
Evolution Wealth Advisors
Florida
$639K +$1.2K +10 +0.2%
BL
425
Balentine LLC
Georgia
$631K -$1.32K -11 -0.2%

ACWI Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2024, worth a combined $9.37B — down 1.2% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new ACWI positions and 32 closed out — a net gain of 63 holders — while 262 added to existing stakes and 196 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $192M. The largest seller was Johns Hopkins University, cutting an estimated $284M.

  • 720 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2024, up from 671 in Q3 2024.
  • Funds reported $9.37B of iShares MSCI ACWI ETF stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 95 funds opened new iShares MSCI ACWI ETF positions in Q4 2024 and 32 closed out, a net change of +63 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $192M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2024 was Johns Hopkins University, an estimated $284M sold.

Based on aggregated 13F filings for Q4 2024.