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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
CCB
501
Country Club Bank
Missouri
$325K
KeyBank National Association
502
KeyBank National Association
Ohio
$324K
SAM
503
Sequent Asset Management
Texas
$323K
IWC
504
Integrated Wealth Concepts
Massachusetts
$321K
OFA
505
Oak Family Advisors
Illinois
$318K +$311K +2,828 New
RIM
506
Redwood Investment Management
Arizona
$317K +$311K +2,825 New
SWM
507
Spire Wealth Management
Virginia
$316K +$110 +1 +0%
RG
508
Rathbones Group
United Kingdom
$316K +$309K +2,807 New
TA
509
TKG Advisors
Indiana
$314K +$307K +2,794 New
PFS
510
Prospera Financial Services
Texas
$312K -$121K -1,099 -28%
OGF
511
Orin Green Financial
California
$310K +$303K +2,759 New
DIA
512
Dana Investment Advisors
Wisconsin
$310K +$26.5K +241 +10%
PGA
513
Portland Global Advisors
Maine
$306K
NAS
514
Nicolet Advisory Services
Wisconsin
$306K
GSIS
515
Global Strategic Investment Solutions
Arizona
$305K
TPA
516
Trivium Point Advisory
Connecticut
$304K
BC
517
Belmont Capital
California
$303K -$212K -1,933 -42%
FF
518
Friedenthal Financial
New Jersey
$299K -$6.16K -56 -2%
WC
519
Weil Company
California
$297K
ESB
520
Essex Savings Bank
Connecticut
$296K -$35.3K -321 -11%
GSEP
521
Golden State Equity Partners
California
$295K +$289K +2,628 New
SCP
522
Sivia Capital Partners
California
$294K -$139K -1,264 -33%
TIAA Trust, National Association
523
TIAA Trust, National Association
North Carolina
$293K +$287K +2,610 New
BAMG
524
Brand Asset Management Group
Missouri
$293K
RA
525
Ruggaard & Associates
Ohio
$291K

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.