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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
NA
551
Navellier & Associates
Nevada
$295K +$301K +2,510 New
SFGP
552
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$294K +$300K +2,499 New
SPIO
553
Seven Post Investment Office
California
$292K
BWP
554
Balboa Wealth Partners
Arizona
$287K +$34.1K +284 +13%
KAS
555
Kestra Advisory Services
Texas
$287K -$447K -3,729 -60%
PGAM
556
Princeton Global Asset Management
New Jersey
$286K +$53.5K +446 +22%
IFG
557
Independent Financial Group
California
$284K +$290K +2,420 New
PWM
558
Provident Wealth Management
Tennessee
$284K
BIAS
559
Beacon Investment Advisory Services
New Jersey
$283K +$289K +2,412 New
WCM
560
Warburton Capital Management
Oklahoma
$279K +$286K +2,381 New
HP
561
Highlander Partners
Texas
$277K
IWMA
562
Ironwood Wealth Management (Arizona)
Arizona
$277K +$7.56K +63 +3%
HFO
563
Heritage Family Offices
Arizona
$277K -$7.56K -63 -3%
BBHC
564
Brown Brothers Harriman & Co
New York
$276K
BHB
565
Bank Hapoalim BM
Israel
$276K
Jones Financial Companies
566
Jones Financial Companies
Missouri
$275K +$118K +984 +72%
MWM
567
Modern Wealth Management
Kansas
$274K -$11.2K -93 -4%
AW
568
Alteri Wealth
California
$272K +$278K +2,313 New
TPCW
569
TD Private Client Wealth
New York
$271K +$182K +1,515 +192%
BMCM
570
Bryn Mawr Capital Management
Pennsylvania
$271K +$276K +2,303 New
Harris Associates
571
Harris Associates
Illinois
$270K -$135K -1,125 -33%
SP
572
Symmetry Partners
Connecticut
$270K +$275K +2,295 New
MMH
573
Menora Mivtachim Holdings
Israel
$269K
EFS
574
Essex Financial Services
Connecticut
$268K -$13K -108 -5%
NWM
575
Northwest Wealth Management
Iowa
$267K -$35.4K -295 -12%

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.