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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 %
OAP
451
One Advisory Partners
Kansas
$437K -$43.2K -392 -9%
BAM
452
Belpointe Asset Management
Nevada
$436K +$436K +3,962 New
SA
453
SpiderRock Advisors
Delaware
$432K +$432K +3,990 New
SCP
454
Sivia Capital Partners
California
$428K +$428K +3,882 New
PFS
455
Prospera Financial Services
Texas
$426K +$3.31K +30 +0.8%
CFGS
456
Concourse Financial Group Securities
Alabama
$425K +$70.3K +638 +20%
LFA
457
LGT Financial Advisors
Texas
$424K -$8.26K -75 -2%
RCM
458
Rain Capital Management
Oregon
$420K -$262K -2,381 -38%
CPP
459
Capasso Planning Partners
South Carolina
$414K +$49.3K +448 +14%
ASN
460
Advisory Services Network
Georgia
$413K -$28.7K -261 -7%
WAG
461
Winthrop Advisory Group
Massachusetts
$412K
CWA
462
Clearview Wealth Advisors
Oregon
$412K -$4.96K -45 -1%
C1AG
463
Client 1st Advisory Group
Florida
$411K -$119K -1,083 -22%
AP
464
Americana Partners
Texas
$411K +$15.6K +142 +4%
CASB
465
Cape Ann Savings Bank
Massachusetts
$409K
SI
466
Stephens Inc
Arkansas
$408K -$46.7K -424 -10%
AFG
467
Atomi Financial Group
New York
$406K +$406K +3,684 New
FA
468
Fiducient Advisors
Illinois
$398K +$52.5K +477 +15%
H
469
HoyleCohen
California
$398K
AT
470
Arden Trust
Delaware
$393K
UB
471
UMB Bank
Missouri
$388K
HW
472
Hancock Whitney
Mississippi
$384K
PVI
473
Pine Valley Investments
New Jersey
$380K +$41.7K +379 +12%
NWM
474
Northwest Wealth Management
Iowa
$378K -$28.4K -258 -7%
KAS
475
Kestra Advisory Services
Texas
$368K +$661 +6 +0.2%