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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
AWA
426
Aaron Wealth Advisors
Illinois
$631K
GWM
427
GDS Wealth Management
Texas
$627K
OCM
428
One Capital Management
California
$617K +$630K +5,250 New
TCA
429
Transcend Capital Advisors
New Jersey
$610K +$9.84K +82 +2%
BA
430
Bellwether Advisors
Nebraska
$608K +$4.44K +37 +0.7%
NYLIM
431
New York Life Investment Management
New York
$608K +$8.16K +68 +1%
Squarepoint
432
Squarepoint
New York
$603K -$3.61M -30,080 -85%
ACI
433
Alpha Cubed Investments
California
$599K -$13.8K -115 -2%
AC
434
Annandale Capital
Texas
$596K +$609K +5,072 New
BPA
435
Beacon Pointe Advisors
California
$594K +$216K +1,803 +55%
SPC
436
Sigma Planning Corp
Michigan
$589K -$6.96K -58 -1%
E3F
437
Eight 31 Financial
Texas
$587K -$109K -906 -15%
BOJHT
438
Bank of Jackson Hole Trust
Wyoming
$582K +$594K +4,950 New
QWP
439
Quotient Wealth Partners
Texas
$579K -$75.7K -631 -11%
AIM
440
Alhambra Investment Management
Florida
$577K -$713K -5,945 -55%
ECG
441
Edge Capital Group
Georgia
$573K +$67.7K +564 +13%
RK
442
Rather & Kittrell
Tennessee
$572K -$1.2K -10 -0.2%
C1AG
443
Client 1st Advisory Group
Florida
$566K +$130K +1,083 +29%
CPIG
444
Chicago Partners Investment Group
Illinois
$563K +$1.8K +15 +0.3%
CIA
445
Compass Investment Advisers
Oregon
$562K +$574K +4,780 New
RA
446
RFG Advisory
Alabama
$559K +$37.4K +312 +7%
CMP
447
Courage Miller Partners
Virginia
$558K
NCM
448
New Capital Management
Texas
$549K +$3K +25 +0.5%
GS
449
GTS Securities
New York
$548K -$169K -1,410 -23%
PVI
450
Pine Valley Investments
New Jersey
$543K +$33.1K +276 +6%

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.