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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

679 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, 219 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+23
Holders Change %
+3.51%
% of All Funds
9.88%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.7%
New
66
Increased
223
Reduced
219
Closed
35
Calls
$393M
Puts
$211M
Net Calls
+$183M
Net Calls Change
-$282M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$404M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$619M
3
UBS Group
3
UBS Group
Switzerland
$348M
4
DCM
4
Disciplina Capital Management
Tennessee
$180M
5
Goldman Sachs
5
Goldman Sachs
New York
$232M

Top Sellers

1
GA
1
GFS Advisors
Texas
$12.2M
2
Jane Street
2
Jane Street
New York
$267M
3
MCM
3
MKP Capital Management
New York
$184M
4
Hudson Bay Capital Management
4
Hudson Bay Capital Management
Connecticut
$0
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
451
Edge Capital Group
Georgia
$465K +$674 +6 +0.1%
PWM
452
Perigon Wealth Management
California
$459K -$38.7K -344 -8%
AP
453
Americana Partners
Texas
$458K +$39.1K +348 +9%
GWMR
454
GC Wealth Management RIA
Massachusetts
$453K -$3.48K -31 -0.8%
BAM
455
Belpointe Asset Management
Nevada
$449K +$3.71K +33 +0.8%
SA
456
SpiderRock Advisors
Delaware
$448K – – –
OAP
457
One Advisory Partners
Kansas
$446K – – –
PF
458
Phoenix Financial
Israel
$446K -$206K -1,832 -32%
GFG
459
GR Financial Group
Arizona
$445K -$20.7K -184 -4%
PWA
460
Provenance Wealth Advisors
Florida
$442K +$74.9K +666 +20%
CFGS
461
Concourse Financial Group Securities
Alabama
$442K +$8.09K +72 +2%
EFS
462
Essex Financial Services
Connecticut
$432K -$10K -91 -2%
LFA
463
LGT Financial Advisors
Texas
$427K -$6.07K -54 -1%
JWM
464
JFG Wealth Management
Colorado
$425K -$39.1K -348 -8%
ASN
465
Advisory Services Network
Georgia
$425K +$3.49K +31 +0.8%
RCM
466
Rain Capital Management
Oregon
$424K – – –
CWA
467
Clearview Wealth Advisors
Oregon
$421K – – –
WAG
468
Winthrop Advisory Group
Massachusetts
$420K -$787 -7 -0.2%
C1AG
469
Client 1st Advisory Group
Florida
$420K – – –
CASB
470
Cape Ann Savings Bank
Massachusetts
$417K – – –
SI
471
Stephens Inc
Arkansas
$417K – – –
AT
472
Arden Trust
Delaware
$401K – – –
FA
473
Fiducient Advisors
Illinois
$400K -$6.07K -54 -1%
IA
474
IFP Advisors
Florida
$399K -$348K -3,097 -47%
UB
475
UMB Bank
Missouri
$396K – – –
17 18
19
20 21