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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

714 hedge funds and large institutions have $9.36B invested in iShares MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 261 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+45
Holders Change %
+6.73%
% of All Funds
9.5%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.69%
New
92
Increased
261
Reduced
196
Closed
32
Calls
$29.3M
Puts
$216M
Net Calls
-$187M
Net Calls Change
-$175M

Top Buyers

1
CGPCS
Capital Group Private Client Services
California
+$188M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$137M
3
QC
Qalhat Capital
British Virgin Islands
+$133M
4
GM
Granger Management
New York
+$113M
5
Wells Fargo
Wells Fargo
California
+$77.7M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$278M
2
Bank of America
Bank of America
North Carolina
-$222M
3
SP
Sarasin & Partners
United Kingdom
-$165M
4
Goldman Sachs
Goldman Sachs
New York
-$107M
5
MCM
MKP Capital Management
New York
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
501
Robertson Stephens Wealth Management
California
$392K +$7.99K +68 +2%
MWM
502
Modera Wealth Management
New Jersey
$389K +$7.99K +68 +2%
HPA
503
High Probability Advisors
New York
$382K – – –
GSWM
504
Greenup Street Wealth Management
Michigan
$378K – – –
BHBT
505
Burke & Herbert Bank & Trust
Virginia
$374K -$44.1K -375 -11%
FLPIM
506
F.L. Putnam Investment Management
Massachusetts
$374K -$12.7K -108 -3%
HPM
507
Hoxton Planning & Management
West Virginia
$373K -$7.17K -61 -2%
CF
508
Cyr Financial
Illinois
$367K -$40.5K -345 -10%
CSP
509
Cary Street Partners
Virginia
$364K +$364K +3,096 New
HSA
510
HBK Sorce Advisory
Pennsylvania
$361K – – –
IWC
511
Integrated Wealth Concepts
Massachusetts
$360K +$24.3K +207 +7%
NRC
512
New Republic Capital
North Carolina
$358K -$489K -4,158 -58%
OHWP
513
Oak Harbor Wealth Partners
North Carolina
$353K – – –
BEC
514
Blue Edge Capital
Virginia
$350K +$352 +3 +0.1%
DCA
515
DSG Capital Advisors
Minnesota
$343K +$343K +2,921 New
TIAA Trust, National Association
516
TIAA Trust, National Association
North Carolina
$343K – – –
TA
517
TKG Advisors
Indiana
$341K -$3.91K -32 -1%
RPC
518
Rossmore Private Capital
Connecticut
$341K – – –
HNB
519
Huntington National Bank
Ohio
$340K -$209K – –
KeyBank National Association
520
KeyBank National Association
Ohio
$339K – – –
SAM
521
Sequent Asset Management
Texas
$338K – – –
ACA
522
Aptus Capital Advisors
Alabama
$336K +$4.94K +42 +1%
RIA
523
Regal Investment Advisors
Michigan
$332K -$9.17K -78 -3%
BAMG
524
Brand Asset Management Group
Missouri
$331K +$31.4K +267 +10%
SWM
525
Spire Wealth Management
Virginia
$331K +$117 +1 +0%
19 20
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