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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
AFA
501
AA Financial Advisors
Ohio
$406K
WC
502
Wexford Capital
Florida
$406K -$6.36M -52,961 -94%
PF
503
Phoenix Financial
Israel
$403K
GC
504
Garde Capital
Washington
$393K
RSWM
505
Robertson Stephens Wealth Management
California
$392K +$8.16K +68 +2%
MWM
506
Modera Wealth Management
New Jersey
$389K +$8.16K +68 +2%
HPA
507
High Probability Advisors
New York
$382K
GSWM
508
Greenup Street Wealth Management
Michigan
$378K
BHBT
509
Burke & Herbert Bank & Trust
Virginia
$374K -$45K -375 -11%
FLPIM
510
F.L. Putnam Investment Management
Massachusetts
$374K -$13K -108 -3%
HPM
511
Hoxton Planning & Management
West Virginia
$373K -$7.32K -61 -2%
CF
512
Cyr Financial
Illinois
$367K -$41.4K -345 -10%
CSP
513
Cary Street Partners
Virginia
$364K +$372K +3,096 New
HSA
514
HBK Sorce Advisory
Pennsylvania
$361K
IWC
515
Integrated Wealth Concepts
Massachusetts
$360K +$24.8K +207 +7%
NRC
516
New Republic Capital
North Carolina
$358K -$499K -4,158 -58%
OHWP
517
Oak Harbor Wealth Partners
North Carolina
$353K
BEC
518
Blue Edge Capital
Virginia
$350K +$360 +3 +0.1%
DCA
519
DSG Capital Advisors
Minnesota
$343K +$351K +2,921 New
TIAA Trust, National Association
520
TIAA Trust, National Association
North Carolina
$343K
TA
521
TKG Advisors
Indiana
$341K -$3.84K -32 -1%
RPC
522
Rossmore Private Capital
Connecticut
$341K
HNB
523
Huntington National Bank
Ohio
$340K
KeyBank National Association
524
KeyBank National Association
Ohio
$339K
SAM
525
Sequent Asset Management
Texas
$338K

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.