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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
FA
476
Fiducient Advisors
Illinois
$400K -$5.94K -54 -1%
IA
477
IFP Advisors
Florida
$399K -$340K -3,097 -47%
UB
478
UMB Bank
Missouri
$396K
HW
479
Hancock Whitney
Mississippi
$392K
AR
480
Advisory Research
Illinois
$391K +$97.7K +889 +34%
CSPIA
481
Cary Street Partners Investment Advisory
Virginia
$384K +$34.8K +317 +10%
HPM
482
Hoxton Planning & Management
West Virginia
$378K -$80.9K -736 -18%
GC
483
Garde Capital
Washington
$376K +$110 +1 +0%
GS
484
GTS Securities
New York
$371K +$64.6K +588 +22%
FLPIM
485
F.L. Putnam Investment Management
Massachusetts
$369K +$4.95K +45 +1%
CF
486
Cyr Financial
Illinois
$368K +$360K +3,273 New
HPA
487
High Probability Advisors
New York
$366K
MWM
488
Modera Wealth Management
New Jersey
$365K
HW
489
Hamilton Wealth
California
$362K -$5.83K -53 -2%
GSWM
490
Greenup Street Wealth Management
Michigan
$361K
YDMI
491
Y.D. More Investments
Israel
$359K -$15.5K -141 -4%
BPA
492
Beacon Pointe Advisors
California
$356K -$209K -1,902 -38%
BHBT
493
Burke & Herbert Bank & Trust
Virginia
$351K +$344K +3,127 New
GAG
494
GM Advisory Group
New York
$351K +$1.76K +16 +0.5%
NWM
495
Northwest Wealth Management
Iowa
$350K -$34.3K -312 -9%
HSA
496
HBK Sorce Advisory
Pennsylvania
$340K -$30.3K -276 -8%
OHWP
497
Oak Harbor Wealth Partners
North Carolina
$337K
BEC
498
Blue Edge Capital
Virginia
$335K +$2.42K +22 +0.7%
RIA
499
Regal Investment Advisors
Michigan
$327K +$8.13K +74 +3%
RPC
500
Rossmore Private Capital
Connecticut
$326K

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.