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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 %
KAS
551
Kestra Advisory Services
Texas
$287K -$438K -3,729 -60%
PGAM
552
Princeton Global Asset Management
New Jersey
$286K +$52.4K +446 +22%
PWM
553
Provident Wealth Management
Tennessee
$284K – – –
BIAS
554
Beacon Investment Advisory Services
New Jersey
$283K +$283K +2,412 New
WCM
555
Warburton Capital Management
Oklahoma
$279K +$279K +2,381 New
HP
556
Highlander Partners
Texas
$277K – – –
IWMA
557
Ironwood Wealth Management (Arizona)
Arizona
$277K +$7.4K +63 +3%
HFO
558
Heritage Family Offices
Arizona
$277K -$7.4K -63 -3%
BBHC
559
Brown Brothers Harriman & Co
New York
$276K – – –
BHB
560
Bank Hapoalim BM
Israel
$276K – – –
Jones Financial Companies
561
Jones Financial Companies
Missouri
$275K +$116K +984 +72%
MWM
562
Modern Wealth Management
Kansas
$274K -$10.9K -93 -4%
AW
563
Alteri Wealth
California
$272K +$272K +2,313 New
TPCW
564
TD Private Client Wealth
New York
$271K +$178K +1,515 +192%
BMCM
565
Bryn Mawr Capital Management
Pennsylvania
$271K +$271K +2,303 New
Harris Associates
566
Harris Associates
Illinois
$270K -$132K -1,125 -33%
SP
567
Symmetry Partners
Connecticut
$270K +$270K +2,295 New
MMH
568
Menora Mivtachim Holdings
Israel
$269K – – –
EFS
569
Essex Financial Services
Connecticut
$268K -$12.7K -108 -5%
NWM
570
Northwest Wealth Management
Iowa
$267K -$34.7K -295 -12%
PFA
571
Pathway Financial Advisors
Vermont
$267K +$267K +2,269 New
BAAM
572
Baker Avenue Asset Management
California
$265K -$118 -1 -0%
AF
573
Allworth Financial
California
$264K +$45.3K +373 +21%
PP
574
PDS Planning
Ohio
$261K – – –
CTA
575
Chesley Taft & Associates
Illinois
$261K – – –
21 22
23
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