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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
Nomura Asset Management
26
Nomura Asset Management
Japan
$88.7M -$19.3M -161,143 -18%
BWL
27
Bogart Wealth LLC
Virginia
$81.2M -$871K -7,256 -1%
CAI
28
Capital Advisors Inc
Oklahoma
$81.1M +$2.28M +18,999 +3%
BlackRock
29
BlackRock
New York
$78.4M +$25.2M +210,068 +46%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$74.6M +$19.9M +165,604 +35%
Brown Advisory
31
Brown Advisory
Maryland
$63M +$9.8M +81,637 +18%
A
32
Allianz
Germany
$62.9M +$1.29M +10,772 +2%
AllianceBernstein
33
AllianceBernstein
Tennessee
$60.5M +$12.2M +101,800 +25%
HighTower Advisors
34
HighTower Advisors
Illinois
$58.6M +$5.52M +46,031 +10%
AssetMark Inc
35
AssetMark Inc
California
$57M +$1.36M +11,344 +2%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$56.2M -$1.19M -9,879 -2%
BBVA
37
Banco Bilbao Vizcaya Argentaria
Spain
$55.5M -$5.82M -48,496 -9%
Bessemer Group
38
Bessemer Group
New Jersey
$51.5M +$986K +8,217 +2%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$49.7M -$56.3M -468,795 -53%
BC
40
Bricktown Capital
Michigan
$49M -$283K -2,355 -0.6%
Bank Julius Baer & Co
41
Bank Julius Baer & Co
Switzerland
$48.8M +$4.51M +37,587 +10%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$47.5M -$59.3M -494,205 -55%
Corient Private Wealth
43
Corient Private Wealth
Florida
$47.3M -$8.52M -70,992 -14%
BTI
44
Blue Trust Inc
Georgia
$47.2M +$342K +2,854 +0.7%
Citigroup
45
Citigroup
New York
$47.1M +$32M +266,738 +198%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$45.8M -$322K -2,680 -0.7%
TBWA
47
Three Bridge Wealth Advisors
California
$45.6M +$705K +5,876 +2%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$44.3M +$5.87M +48,890 +15%
GVAG
49
Great Valley Advisor Group
Delaware
$42.5M -$3.87M -32,268 -8%
BM
50
Brandywine Managers
Delaware
$40.6M -$500K -4,167 -1%

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.