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iShares MSCI ACWI ETF
ACWI

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: 659 → 682 (+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: 48 → 48 (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

Top Buyers

1
Barclays
Barclays
United Kingdom
+$385M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$356M
3
UBS Group
UBS Group
Switzerland
+$284M
4
DCM
Disciplina Capital Management
Tennessee
+$203M
5
Goldman Sachs
Goldman Sachs
New York
+$136M

Top Sellers

1
Jane Street
Jane Street
New York
-$710M
2
MCM
MKP Capital Management
New York
-$530M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$220M
4
CWM
CIBC World Markets
New York
-$165M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$164M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
576
AQR Capital Management
Connecticut
$204K +$199K +1,814 New
CAM
577
Cidel Asset Management
Ontario, Canada
$203K -$1.1K -10 -0.5%
MCWS
578
McKinley Carter Wealth Services
West Virginia
$202K +$198K +1,799 New
MCM
579
MV Capital Management
Maryland
$202K – – –
BW
580
Bison Wealth
Georgia
$201K – – –
TFS
581
Thoroughbred Financial Services
Tennessee
$200K +$196K +1,783 New
HNB
582
Huntington National Bank
Ohio
$197K – – –
FFA
583
Farther Finance Advisors
California
$189K +$989 +9 +0.5%
WCM Investment Management
584
WCM Investment Management
California
$185K +$180K +1,639 New
AF
585
Allworth Financial
California
$184K +$20.8K +189 +13%
PTC
586
Private Trust Company
Ohio
$184K – – –
SVCP
587
Silicon Valley Capital Partners
California
$179K +$175K +1,595 New
HI
588
Harbour Investments
Wisconsin
$163K +$110 +1 +0.1%
BONH
589
Bank of New Hampshire
New Hampshire
$150K – – –
SC
590
Solstein Capital
California
$144K – – –
FWP
591
FAS Wealth Partners
Kansas
$142K +$1.1K +10 +0.8%
GM
592
GeoWealth Management
Illinois
$135K – – –
RDFA
593
Ritter Daniher Financial Advisory
Ohio
$134K – – –
CWC
594
Carolinas Wealth Consulting
North Carolina
$131K +$660 +6 +0.5%
MCM
595
Manchester Capital Management
Vermont
$130K +$127K +1,158 New
MIM
596
Macroview Investment Management
Maryland
$129K +$91K +828 +257%
SAM
597
Smartleaf Asset Management
Massachusetts
$127K -$440 -4 -0.4%
VNA
598
Valley National Advisers
Pennsylvania
$117K – – –
GC
599
Gould Capital
Washington
$113K +$13.2K +120 +13%
CSC
600
Caldwell Sutter Capital
California
$113K – – –
22 23
24
25 26

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.