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iShares MSCI ACWI ETF

656 hedge funds and large institutions have $11.3B invested in iShares MSCI ACWI ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 258 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-25
Holders Change %
-3.67%
% of All Funds
9.51%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.68%
New
51
Increased
162
Reduced
258
Closed
68
Calls
$706M
Puts
$241M
Net Calls
+$465M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Shares
Change %
E3F
426
Eight 31 Financial
Texas
$509K +$129K +1,172 +34%
AC
427
Apella Capital
Connecticut
$507K +$5.48K +50 +1%
CPIG
428
Chicago Partners Investment Group
Illinois
$506K
RA
429
RFG Advisory
Alabama
$504K +$2.42K +22 +0.5%
NGA
430
Naples Global Advisors
Florida
$494K -$13.8K -125 -3%
PWM
431
Perigon Wealth Management
California
$488K -$87.4K -794 -15%
DZ Bank
432
DZ Bank
Germany
$487K -$278K -2,517 -36%
RC
433
Rovin Capital
Arizona
$487K
Baird Financial Group
434
Baird Financial Group
Wisconsin
$487K -$78.3K -711 -14%
RCG
435
Regatta Capital Group
California
$481K
MG
436
Mather Group
Illinois
$474K +$10.1K +99 +2%
FEM
437
Fulcrum Equity Management
Texas
$471K -$1.12M -10,185 -70%
BCI
438
Brinker Capital Investments
Pennsylvania
$466K -$120K -1,094 -21%
OPS
439
Orion Portfolio Solutions
Nebraska
$466K -$120K -1,094 -21%
SYBT
440
Stock Yards Bank & Trust
Kentucky
$463K
JWCA
441
J.W. Cole Advisors
Florida
$462K -$110 -1 -0%
GFG
442
GR Financial Group
Arizona
$456K -$48.2M -437,628 -99%
ECG
443
Edge Capital Group
Georgia
$455K +$14.1K +128 +3%
JWM
444
JFG Wealth Management
Colorado
$455K +$14.3K +130 +3%
HPM
445
Hoxton Planning & Management
West Virginia
$452K -$13.4K -122 -3%
AWM
446
Accurate Wealth Management
Florida
$451K +$451K +4,312 New
ACS
447
Archford Capital Strategies
Illinois
$450K
GWMR
448
GC Wealth Management RIA
Massachusetts
$447K
WI
449
Wintrust Investments
Illinois
$446K +$446K +4,050 New
EFS
450
Essex Financial Services
Connecticut
$442K -$10.9K -99 -2%