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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 %
RC
426
Rovin Capital
Arizona
$529K – – –
PVI
427
Pine Valley Investments
New Jersey
$519K -$40K -335 -7%
ECG
428
Edge Capital Group
Georgia
$516K +$20.8K +174 +4%
MA
429
Modus Advisors
Minnesota
$516K -$352K -2,948 -41%
AWM
430
Accurate Wealth Management
Florida
$515K – – –
LA
431
LVW Advisors
New York
$510K -$52.4K -438 -9%
FPAS
432
Focus Partners Advisor Solutions
Missouri
$510K -$80.9K -677 -14%
FCAM
433
First Citizens Asset Management
North Carolina
$509K -$44.1K -369 -8%
RCG
434
Regatta Capital Group
California
$509K -$13.9K -116 -3%
JWCA
435
J.W. Cole Advisors
Florida
$507K +$2.75K +23 +0.5%
RG
436
Rathbones Group
United Kingdom
$506K +$170K +1,425 +51%
SYBT
437
Stock Yards Bank & Trust
Kentucky
$502K – – –
CFGS
438
Concourse Financial Group Securities
Alabama
$489K +$19K +159 +4%
MA
439
Mutual Advisors
Nebraska
$487K -$131K -1,100 -21%
GWMR
440
GC Wealth Management RIA
Massachusetts
$482K – – –
CI
441
Cambiar Investors
Colorado
$481K -$220K -1,838 -31%
AP
442
Americana Partners
Texas
$480K -$7.89K -66 -2%
AA
443
Ancora Advisors
Ohio
$478K +$478K +4,000 New
BAM
444
Belpointe Asset Management
Nevada
$478K – – –
OAP
445
One Advisory Partners
Kansas
$474K – – –
GFG
446
GR Financial Group
Arizona
$473K – – –
HWM
447
Hemington Wealth Management
Virginia
$462K -$80K -685 -15%
PPW
448
Parcion Private Wealth
Washington
$456K +$456K +3,817 New
LFA
449
LGT Financial Advisors
Texas
$454K – – –
RIM
450
Redwood Investment Management
Arizona
$451K +$113K +948 +34%
16 17
18
19 20