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iShares MSCI ACWI ETF

656 hedge funds and large institutions have $11.3B invested in iShares MSCI ACWI ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 258 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-25
Holders Change %
-3.67%
% of All Funds
9.51%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.68%
New
51
Increased
162
Reduced
258
Closed
68
Calls
$706M
Puts
$241M
Net Calls
+$465M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
526
Dynamic Advisor Solutions
Arizona
$258K +$21K +191 +9%
SFS
527
Summit Financial Strategies
Ohio
$254K
MMH
528
Menora Mivtachim Holdings
Israel
$252K
AFA
529
AA Financial Advisors
Ohio
$250K
GIS
530
Grayhawk Investment Strategies
Alberta, Canada
$247K
PP
531
PDS Planning
Ohio
$245K
CTA
532
Chesley Taft & Associates
Illinois
$244K
VWA
533
Visionary Wealth Advisors
Illinois
$241K
D
534
Dentgroup
Louisiana
$239K
OGF
535
Orin Green Financial
California
$236K -$219K -2,147 Closed
RSWM
536
Robertson Stephens Wealth Management
California
$236K +$236K +2,145 New
MCA
537
Maryland Capital Advisors
Maryland
$235K
CA
538
Crewe Advisors
Utah
$232K +$143K +1,300 +160%
SAF
539
Smith Anglin Financial
Texas
$232K -$1.54K -14 -0.7%
TW
540
Traveka Wealth
California
$231K
M&T Bank
541
M&T Bank
New York
$230K -$50.1K -455 -18%
IC
542
Inscription Capital
Texas
$229K
VCP
543
Vista Capital Partners
Oregon
$229K
IWMA
544
Ironwood Wealth Management (Arizona)
Arizona
$224K -$53K -481 -19%
BHB
545
Bank Hapoalim BM
Israel
$222K -$34.3M -311,230 -99%
RCAG
546
Rehmann Capital Advisory Group
Michigan
$221K
CPC
547
Consolidated Planning Corp
Georgia
$221K -$13.4K -122 -6%
EWM
548
Elevatus Welath Management
New York
$221K
PC
549
Port Capital
Illinois
$220K
PGAM
550
Princeton Global Asset Management
New Jersey
$219K -$54K -490 -20%