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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
BCI
451
Brinker Capital Investments
Pennsylvania
$467K -$8.35K -76 -2%
OPS
452
Orion Portfolio Solutions
Nebraska
$467K -$8.35K -76 -2%
ECG
453
Edge Capital Group
Georgia
$465K +$660 +6 +0.1%
PWM
454
Perigon Wealth Management
California
$459K -$37.8K -344 -8%
AP
455
Americana Partners
Texas
$458K +$38.3K +348 +9%
GWMR
456
GC Wealth Management RIA
Massachusetts
$453K -$3.41K -31 -0.8%
DZ Bank
457
DZ Bank
Germany
$452K +$193K +1,752 +77%
BAM
458
Belpointe Asset Management
Nevada
$449K +$3.63K +33 +0.8%
SA
459
SpiderRock Advisors
Delaware
$448K
OAP
460
One Advisory Partners
Kansas
$446K
PF
461
Phoenix Financial
Israel
$446K -$201K -1,832 -32%
GFG
462
GR Financial Group
Arizona
$445K -$20.2K -184 -4%
PWA
463
Provenance Wealth Advisors
Florida
$442K +$73.2K +666 +20%
CFGS
464
Concourse Financial Group Securities
Alabama
$442K +$7.91K +72 +2%
EFS
465
Essex Financial Services
Connecticut
$432K -$10K -91 -2%
LFA
466
LGT Financial Advisors
Texas
$427K -$5.94K -54 -1%
JWM
467
JFG Wealth Management
Colorado
$425K -$38.3K -348 -8%
ASN
468
Advisory Services Network
Georgia
$425K +$3.41K +31 +0.8%
RCM
469
Rain Capital Management
Oregon
$424K
CWA
470
Clearview Wealth Advisors
Oregon
$421K
WAG
471
Winthrop Advisory Group
Massachusetts
$420K -$769 -7 -0.2%
C1AG
472
Client 1st Advisory Group
Florida
$420K
CASB
473
Cape Ann Savings Bank
Massachusetts
$417K
SI
474
Stephens Inc
Arkansas
$417K
AT
475
Arden Trust
Delaware
$401K

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.