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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 %
GC
476
Garde Capital
Washington
$368K -$110 -1 -0%
YDMI
477
Y.D. More Investments
Israel
$368K -$17K -155 -4%
HSA
478
HBK Sorce Advisory
Pennsylvania
$363K +$36K +327 +11%
HW
479
Hamilton Wealth
California
$361K -$220 -2 -0.1%
PWA
480
Provenance Wealth Advisors
Florida
$360K
AWM
481
Axxcess Wealth Management
California
$359K -$24.3K -221 -6%
HPA
482
High Probability Advisors
New York
$358K
MWM
483
Modera Wealth Management
New Jersey
$357K
FLPIM
484
F.L. Putnam Investment Management
Massachusetts
$357K -$77.6K -705 -18%
GSWM
485
Greenup Street Wealth Management
Michigan
$354K
HT
486
Headlands Technologies
Illinois
$347K +$269K +2,440 +342%
PFG
487
Peterson Financial Group
Iowa
$345K -$11.1K -101 -3%
GAG
488
GM Advisory Group
New York
$342K +$1.98K +18 +0.6%
CSPIA
489
Cary Street Partners Investment Advisory
Virginia
$341K
SFG
490
Summit Financial Group
West Virginia
$341K
OHWP
491
Oak Harbor Wealth Partners
North Carolina
$330K
BEC
492
Blue Edge Capital
Virginia
$326K +$220 +2 +0.1%
RPC
493
Rossmore Private Capital
Connecticut
$319K
CCB
494
Country Club Bank
Missouri
$318K -$2.75K -25 -0.9%
KeyBank National Association
495
KeyBank National Association
Ohio
$318K -$145K -1,317 -31%
SAM
496
Sequent Asset Management
Texas
$316K -$14.7K -134 -4%
IWC
497
Integrated Wealth Concepts
Massachusetts
$314K
RIA
498
Regal Investment Advisors
Michigan
$312K +$11.6K +105 +4%
SWM
499
Spire Wealth Management
Virginia
$310K
ACI
500
Alpha Cubed Investments
California
$304K -$33.8K -307 -10%