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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 %
BA
426
Bellwether Advisors
Nebraska
$608K +$4.35K +37 +0.7%
NYLIM
427
New York Life Investment Management
New York
$608K +$7.99K +68 +1%
Squarepoint
428
Squarepoint
New York
$603K -$3.53M -30,080 -85%
ACI
429
Alpha Cubed Investments
California
$599K -$13.5K -115 -2%
AC
430
Annandale Capital
Texas
$596K +$596K +5,072 New
BPA
431
Beacon Pointe Advisors
California
$594K +$212K +1,803 +55%
SPC
432
Sigma Planning Corp
Michigan
$589K -$6.81K -58 -1%
E3F
433
Eight 31 Financial
Texas
$587K -$106K -906 -15%
BOJHT
434
Bank of Jackson Hole Trust
Wyoming
$582K +$582K +4,950 New
QWP
435
Quotient Wealth Partners
Texas
$579K -$74.2K -631 -11%
AIM
436
Alhambra Investment Management
Florida
$577K -$699K -5,945 -55%
ECG
437
Edge Capital Group
Georgia
$573K +$66.3K +564 +13%
RK
438
Rather & Kittrell
Tennessee
$572K -$1.18K -10 -0.2%
C1AG
439
Client 1st Advisory Group
Florida
$566K +$127K +1,083 +29%
CPIG
440
Chicago Partners Investment Group
Illinois
$563K +$1.77K +15 +0.3%
CIA
441
Compass Investment Advisers
Oregon
$562K +$562K +4,780 New
RA
442
RFG Advisory
Alabama
$559K +$36.7K +312 +7%
CMP
443
Courage Miller Partners
Virginia
$558K – – –
NCM
444
New Capital Management
Texas
$549K +$2.94K +25 +0.5%
GS
445
GTS Securities
New York
$548K -$166K -1,410 -23%
PVI
446
Pine Valley Investments
New Jersey
$543K +$32.4K +276 +6%
PWA
447
Provenance Wealth Advisors
Florida
$542K – – –
OC
448
Oppenheimer & Co
New York
$530K +$185K +1,577 +54%
ACM
449
Advisors Capital Management
New Jersey
$530K +$530K +4,507 New
DIA
450
Dana Investment Advisors
Wisconsin
$525K -$7.99K -68 -1%
16 17
18
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