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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

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

Top Buyers

1
Jane Street
Jane Street
New York
$973M
2
JHU
Johns Hopkins University
Maryland
$566M
3
PEGL
P/E Global LLC
Massachusetts
$261M
4
MCM
MKP Capital Management
New York
$712M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$251M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$984M
2
Goldman Sachs
Goldman Sachs
New York
$91.1M
3
UBS Group
UBS Group
Switzerland
$56.6M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$116M
5
CGPCS
Capital Group Private Client Services
California
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
551
Westmount Partners
California
$218K +$218K +1,979 New
SDWIA
552
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$218K +1,977 New
LG
553
Leuthold Group
Minnesota
$213K +$213K +1,933 New
RA
554
Regis Acquisition
Colorado
$212K +$212K +1,927 New
BCP
555
Blue Chip Partners
Michigan
$212K -$14.3K -130 -6%
SFFS
556
Stonehage Fleming Financial Services
Jersey
$204K -$367K -4,027 -64%
BW
557
Bison Wealth
Georgia
$201K +$201K +1,828 New
CAM
558
Cidel Asset Management
Ontario, Canada
$200K -$1.69M -15,312 -89%
EU
559
Emory University
Georgia
$200K +$200K +1,817 New
MCM
560
MV Capital Management
Maryland
$198K – – –
PAM
561
Palisade Asset Management
Minnesota
$193K +$193K +1,749 New
HNB
562
Huntington National Bank
Ohio
$188K -$136K – –
FFA
563
Farther Finance Advisors
California
$184K -$97.5K -888 -35%
PTC
564
Private Trust Company
Ohio
$180K – – –
HI
565
Harbour Investments
Wisconsin
$160K -$4.74K -43 -3%
AF
566
Allworth Financial
California
$158K – – –
CA
567
CoreCap Advisors
Michigan
$157K +$157K +1,424 New
GFL
568
Granite FO LLC
New Hampshire
$150K – – –
BONH
569
Bank of New Hampshire
New Hampshire
$147K – – –
FWM
570
FSA Wealth Management
Massachusetts
$145K – – –
SC
571
Solstein Capital
California
$141K -$194K -1,764 -58%
FWP
572
FAS Wealth Partners
Kansas
$138K – – –
GM
573
GeoWealth Management
Illinois
$132K – – –
RDFA
574
Ritter Daniher Financial Advisory
Ohio
$132K – – –
CWC
575
Carolinas Wealth Consulting
North Carolina
$128K – – –
21 22
23
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