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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
MGI
526
MayTech Global Investments
New York
$290K +$284K +2,582 New
MYIA
527
Mount Yale Investment Advisors
Colorado
$290K
WS
528
Wedbush Securities
California
$289K -$16.7K -152 -6%
TCWM
529
Total Clarity Wealth Management
Illinois
$287K
IWMA
530
Ironwood Wealth Management (Arizona)
Arizona
$286K +$55.9K +509 +25%
NA
531
Navellier & Associates
Nevada
$282K +$276K +2,510 New
SPIO
532
Seven Post Investment Office
California
$280K
SC
533
Sapient Capital
Indiana
$277K
RFWA
534
RPg Family Wealth Advisory
Massachusetts
$275K
MWM
535
Modern Wealth Management
Kansas
$273K -$17.9K -163 -6%
HWMA
536
Heritage Wealth Management (Arizona)
Arizona
$272K -$4.73K -43 -2%
HFO
537
Heritage Family Offices
Arizona
$272K +$266K +2,420 New
PWM
538
Provident Wealth Management
Tennessee
$272K
SRA
539
Secured Retirement Advisors
Minnesota
$271K -$9.89K -90 -4%
HP
540
Highlander Partners
Texas
$265K
SFS
541
Summit Financial Strategies
Ohio
$259K
MMH
542
Menora Mivtachim Holdings
Israel
$257K
AFA
543
AA Financial Advisors
Ohio
$256K
PP
544
PDS Planning
Ohio
$250K
CTA
545
Chesley Taft & Associates
Illinois
$250K
PCM
546
Prelude Capital Management
New York
$250K +$244K +2,220 New
ES
547
Eagle Strategies
New York
$249K +$243K +2,213 New
D
548
Dentgroup
Louisiana
$244K +$110 +1 +0%
GIS
549
Grayhawk Investment Strategies
Alberta, Canada
$242K -$9.89K -90 -4%
MCA
550
Maryland Capital Advisors
Maryland
$239K

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.