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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 %
SAM
576
Smartleaf Asset Management
Massachusetts
$125K -$1.65K -15 -1%
VNA
577
Valley National Advisers
Pennsylvania
$114K – – –
CSC
578
Caldwell Sutter Capital
California
$110K – – –
B
579
Birchbrook
Maine
$108K – – –
CWM
580
Cedar Wealth Management
California
$106K – – –
S
581
Sachetta
Massachusetts
$105K – – –
GC
582
Gould Capital
Washington
$97.9K – – –
CJH
583
Christopher J. Hasenberg
Wisconsin
$95.8K +$95.8K +870 New
TWC
584
TD Waterhouse Canada
Ontario, Canada
$92.8K – – –
HWM
585
HighMark Wealth Management
Minnesota
$92.4K +$441 +4 +0.5%
CP
586
Castleview Partners
Texas
$92K – – –
SWM
587
Sugarloaf Wealth Management
Georgia
$81.2K – – –
QC
588
Quent Capital
New York
$76.8K +$73.4K +666 +2,148%
TIM
589
Tortoise Investment Management
New York
$69.2K – – –
FGAM
590
Financial Gravity Asset Management
Texas
$68.2K -$614K -5,796 -90%
BWM
591
BigSur Wealth Management
Florida
$66.1K – – –
CFO
592
CVA Family Office
Colorado
$65.4K – – –
S
593
Syntrinsic
Colorado
$64K – – –
FHA
594
First Horizon Advisors
Tennessee
$64K – – –
MCM
595
MidAtlantic Capital Management
Virginia
$61.9K – – –
SWPG
596
Strategic Wealth Partners Group
Illinois
$58.6K – – –
CB
597
CNB Bank
Pennsylvania
$55.1K – – –
EW
598
Element Wealth
Mississippi
$53K -$3.42K -31 -6%
AIM
599
Anchor Investment Management
South Carolina
$50.9K – – –
DPW
600
DiNuzzo Private Wealth
Pennsylvania
$47.8K -$551 -5 -1%
22 23
24
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