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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
ACA
526
Aptus Capital Advisors
Alabama
$336K +$5.04K +42 +1%
RIA
527
Regal Investment Advisors
Michigan
$332K -$9.36K -78 -3%
BAMG
528
Brand Asset Management Group
Missouri
$331K +$32K +267 +10%
SWM
529
Spire Wealth Management
Virginia
$331K +$120 +1 +0%
RA
530
Ruggaard & Associates
Ohio
$331K
OGF
531
Orin Green Financial
California
$324K -$331K -2,759 Closed
SEI Investments
532
SEI Investments
Pennsylvania
$324K +$330K +2,754 New
LA
533
LWM Advisors
California
$323K +$330K +2,753 New
PGA
534
Portland Global Advisors
Maine
$320K
PWM
535
Perigon Wealth Management
California
$320K -$3K -25 -0.9%
GSIS
536
Global Strategic Investment Solutions
Arizona
$319K
TPA
537
Trivium Point Advisory
Connecticut
$318K
BC
538
Belmont Capital
California
$317K
SCA
539
Stonebridge Capital Advisors
Minnesota
$317K
PFS
540
Prospera Financial Services
Texas
$316K -$1.68K -14 -0.5%
WC
541
Weil Company
California
$311K
ESB
542
Essex Savings Bank
Connecticut
$310K
NAS
543
Nicolet Advisory Services
Wisconsin
$307K
CCB
544
Country Club Bank
Missouri
$306K -$19.8K -165 -6%
SC
545
Sapient Capital
Indiana
$304K +$14.5K +121 +5%
CCP
546
Cassia Capital Partners
North Carolina
$303K -$899K -7,488 -74%
FFA
547
Farther Finance Advisors
California
$301K -$120 -1 -0%
TCWM
548
Total Clarity Wealth Management
Illinois
$300K
FF
549
Friedenthal Financial
New Jersey
$298K -$8.28K -69 -3%
BGA
550
Battery Global Advisors
Massachusetts
$296K +$1.32K +11 +0.4%

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.