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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
AP
476
Americana Partners
Texas
$471K
AA
477
Ancora Advisors
Ohio
$470K
BAM
478
Belpointe Asset Management
Nevada
$467K
FPAS
479
Focus Partners Advisor Solutions
Missouri
$466K -$35.9K -299 -7%
GFG
480
GR Financial Group
Arizona
$463K -$1.92K -16 -0.4%
LDB
481
Lee, Danner & Bass
Tennessee
$461K -$114K -950 -19%
OAP
482
One Advisory Partners
Kansas
$460K -$6K -50 -1%
IA
483
IFP Advisors
Florida
$455K +$48.1K +401 +12%
PPW
484
Parcion Private Wealth
Washington
$448K
AT
485
American Trust
Kentucky
$443K +$452K +3,770 New
FCAM
486
First Citizens Asset Management
North Carolina
$442K -$59.5K -496 -12%
FWIA
487
Fort Washington Investment Advisors
Ohio
$440K -$456K -3,800 -50%
CWA
488
Clearview Wealth Advisors
Oregon
$440K
CASB
489
Cape Ann Savings Bank
Massachusetts
$436K
SI
490
Stephens Inc
Arkansas
$436K
C
491
Certuity
Florida
$433K +$442K +3,684 New
CG
492
Caprock Group
Idaho
$431K +$440K +3,669 New
HWM
493
Hemington Wealth Management
Virginia
$430K -$35.2K -293 -7%
LFA
494
LGT Financial Advisors
Texas
$428K -$18.1K -151 -4%
GWA
495
Genesis Wealth Advisors
Massachusetts
$428K +$437K +3,644 New
FMP
496
Financial Management Professionals
Texas
$425K +$173K +1,445 +67%
AIIMS
497
Analyst IMS Investment Management Services
Israel
$418K +$360 +3 +0.1%
UB
498
UMB Bank
Missouri
$414K
GAG
499
GM Advisory Group
New York
$410K +$44.2K +368 +12%
HW
500
Hancock Whitney
Mississippi
$409K

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.