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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
VWA
551
Visionary Wealth Advisors
Illinois
$238K -$7.8K -71 -3%
CA
552
Crewe Advisors
Utah
$237K
MFS
553
McNamara Financial Services
Massachusetts
$236K +$231K +2,100 New
TW
554
Traveka Wealth
California
$236K
M&T Bank
555
M&T Bank
New York
$235K
IC
556
Inscription Capital
Texas
$234K
VCP
557
Vista Capital Partners
Oregon
$233K
VW
558
Veridan Wealth
Oregon
$233K +$199K +1,809 New
MOS
559
MGO One Seven
Ohio
$232K +$227K +2,062 New
BHB
560
Bank Hapoalim BM
Israel
$228K +$1.1K +10 +0.5%
RCAG
561
Rehmann Capital Advisory Group
Michigan
$226K
SDWIA
562
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$226K +$3.3K +30 +2%
EWM
563
Elevatus Welath Management
New York
$225K
PC
564
Port Capital
Illinois
$225K
SAF
565
Smith Anglin Financial
Texas
$225K -$11.8K -107 -5%
WP
566
Westmount Partners
California
$225K +$1.76K +16 +0.8%
CPC
567
Consolidated Planning Corp
Georgia
$225K -$879 -8 -0.4%
PGAM
568
Princeton Global Asset Management
New Jersey
$224K
DWP
569
Daymark Wealth Partners
Ohio
$223K +$218K +1,985 New
LG
570
Leuthold Group
Minnesota
$217K -$220 -2 -0.1%
RA
571
Regis Acquisition
Colorado
$217K
DAS
572
Dynamic Advisor Solutions
Arizona
$216K -$45.9K -418 -18%
BCP
573
Blue Chip Partners
Michigan
$214K -$2.2K -20 -1%
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$208K +$203K +1,848 New
EU
575
Emory University
Georgia
$204K

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.