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iShares MSCI ACWI ETF

682 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, 221 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

87% more call options, than puts

Call options by funds: $393M | Put options by funds: $211M

3% more funds holding

Funds holding: 659682 (+23)

1% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 221

0% more funds holding in top 10

Funds holding in top 10: 4848 (0)

0.16% less ownership

Funds ownership: 56.18%56.02% (-0.16%)

7% less capital invested

Capital invested by funds: $11.3B → $10.5B (-$763M)

Holders
682
Holders Change
+23
Holders Change %
+3.49%
% of All Funds
9.85%
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.69%
New
66
Increased
223
Reduced
221
Closed
35
Calls
$393M
Puts
$211M
Net Calls
+$183M
Net Calls Change
-$282M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
426
Summit Wealth Partners
Florida
$575K
TCA
427
Transcend Capital Advisors
New Jersey
$575K +$562K +5,113 New
BA
428
Bellwether Advisors
Nebraska
$560K +$33.5K +305 +7%
FPAS
429
Focus Partners Advisor Solutions
Missouri
$555K -$43.2K -393 -7%
RK
430
Rather & Kittrell
Tennessee
$549K
Baird Financial Group
431
Baird Financial Group
Wisconsin
$535K +$37K +337 +8%
CMP
432
Courage Miller Partners
Virginia
$534K
CPIG
433
Chicago Partners Investment Group
Illinois
$534K +$1.54K +14 +0.3%
AC
434
Apella Capital
Connecticut
$533K +$2.2K +20 +0.4%
LA
435
LVW Advisors
New York
$529K -$67.7K -616 -12%
PVI
436
Pine Valley Investments
New Jersey
$526K +$135K +1,229 +36%
NCM
437
New Capital Management
Texas
$522K
HWM
438
Hemington Wealth Management
Virginia
$521K -$2.31K -21 -0.5%
FCAM
439
First Citizens Asset Management
North Carolina
$520K -$14.9K -136 -3%
HF
440
HRT Financial
New York
$517K +$506K +4,606 New
SPWG
441
Syntegra Private Wealth Group
Missouri
$513K -$7.69K -70 -2%
RA
442
RFG Advisory
Alabama
$506K -$7.47K -68 -1%
NGA
443
Naples Global Advisors
Florida
$504K
AWM
444
Accurate Wealth Management
Florida
$500K
RC
445
Rovin Capital
Arizona
$497K
RCG
446
Regatta Capital Group
California
$491K +$220 +2 +0%
CPP
447
Capasso Planning Partners
South Carolina
$486K +$62.7K +570 +15%
JWCA
448
J.W. Cole Advisors
Florida
$474K +$2.31K +21 +0.5%
SYBT
449
Stock Yards Bank & Trust
Kentucky
$472K
CFFNO
450
Common Fund For Nonprofit Organizations
Connecticut
$469K +$458K +4,170 New

ACWI Hedge Fund Activity: Q2 2024 in Review

682 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2024, worth a combined $10.5B — down 6.8% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ACWI positions and 35 closed out — a net gain of 31 holders — while 223 added to existing stakes and 221 trimmed.

The largest buyer was Barclays, adding an estimated $385M. The largest seller was Jane Street, cutting an estimated $710M.

  • 682 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2024, up from 659 in Q1 2024.
  • Funds reported $10.5B of iShares MSCI ACWI ETF stock for Q2 2024, down 6.8% quarter-over-quarter.
  • 66 funds opened new iShares MSCI ACWI ETF positions in Q2 2024 and 35 closed out, a net change of +31 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2024 was Barclays, an estimated $385M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2024 was Jane Street, an estimated $710M sold.

Based on aggregated 13F filings for Q2 2024.