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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 %
RA
526
Ruggaard & Associates
Ohio
$331K – – –
OGF
527
Orin Green Financial
California
$324K -$330K -2,759 Closed
SEI Investments
528
SEI Investments
Pennsylvania
$324K +$324K +2,754 New
LA
529
LWM Advisors
California
$323K +$323K +2,753 New
PGA
530
Portland Global Advisors
Maine
$320K – – –
PWM
531
Perigon Wealth Management
California
$320K -$2.97K -25 -0.9%
GSIS
532
Global Strategic Investment Solutions
Arizona
$319K – – –
TPA
533
Trivium Point Advisory
Connecticut
$318K – – –
BC
534
Belmont Capital
California
$317K – – –
SCA
535
Stonebridge Capital Advisors
Minnesota
$317K – – –
PFS
536
Prospera Financial Services
Texas
$316K -$1.65K -14 -0.5%
WC
537
Weil Company
California
$311K – – –
ESB
538
Essex Savings Bank
Connecticut
$310K – – –
NAS
539
Nicolet Advisory Services
Wisconsin
$307K – – –
CCB
540
Country Club Bank
Missouri
$306K -$19.4K -165 -6%
SC
541
Sapient Capital
Indiana
$304K +$14.2K +121 +5%
CCP
542
Cassia Capital Partners
North Carolina
$303K -$880K -7,488 -74%
FFA
543
Farther Finance Advisors
California
$301K -$118 -1 -0%
TCWM
544
Total Clarity Wealth Management
Illinois
$300K – – –
FF
545
Friedenthal Financial
New Jersey
$298K -$8.11K -69 -3%
BGA
546
Battery Global Advisors
Massachusetts
$296K +$1.29K +11 +0.4%
NA
547
Navellier & Associates
Nevada
$295K +$295K +2,510 New
SFG
548
Stonebridge Financial Group
Pennsylvania
$294K +$294K +2,499 New
SPIO
549
Seven Post Investment Office
California
$292K – – –
BWP
550
Balboa Wealth Partners
Arizona
$287K +$33.4K +284 +13%
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