We are live on ! Find out more
ACWI icon

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
PWA
451
Provenance Wealth Advisors
Florida
$542K
OC
452
Oppenheimer & Co
New York
$530K +$189K +1,577 +54%
ACM
453
Advisors Capital Management
New Jersey
$530K +$541K +4,507 New
DIA
454
Dana Investment Advisors
Wisconsin
$525K -$8.16K -68 -1%
CFGS
455
Concourse Financial Group Securities
Alabama
$525K +$27.7K +231 +6%
JWCA
456
J.W. Cole Advisors
Florida
$521K +$23K +192 +5%
Belvedere Trading
457
Belvedere Trading
Illinois
$521K +$435K +3,623 +448%
SPWG
458
Syntegra Private Wealth Group
Missouri
$515K -$5.16K -43 -1%
Millennium Management
459
Millennium Management
New York
$511K -$2.18M -18,186 -81%
BA
460
Brightwater Advisory
Florida
$510K -$340K -2,832 -39%
NGA
461
Naples Global Advisors
Florida
$509K -$18K -150 -3%
RC
462
Rovin Capital
Arizona
$508K -$12K -100 -2%
AWC
463
Abundance Wealth Counselors
Pennsylvania
$508K +$519K +4,325 New
MA
464
Modus Advisors
Minnesota
$507K
MFG
465
Magnus Financial Group
New York
$507K -$133K -1,105 -20%
HF
466
HRT Financial
New York
$506K -$234K -1,954 -31%
AWM
467
Accurate Wealth Management
Florida
$502K
SYBT
468
Stock Yards Bank & Trust
Kentucky
$494K
LA
469
LVW Advisors
New York
$493K -$8.16K -68 -2%
RCG
470
Regatta Capital Group
California
$493K -$6.84K -57 -1%
RIM
471
Redwood Investment Management
Arizona
$490K +$47.9K +399 +11%
YDMI
472
Y.D. More Investments
Israel
$486K +$58.8K +490 +13%
MA
473
Mutual Advisors
Nebraska
$485K
DAS
474
Dynamic Advisor Solutions
Arizona
$482K +$286K +2,387 +140%
GWMR
475
GC Wealth Management RIA
Massachusetts
$474K

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.