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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
PFA
576
Pathway Financial Advisors
Vermont
$267K +$272K +2,269 New
BAAM
577
Baker Avenue Asset Management
California
$265K -$120 -1 -0%
AF
578
Allworth Financial
California
$264K +$44.8K +373 +21%
PP
579
PDS Planning
Ohio
$261K
CTA
580
Chesley Taft & Associates
Illinois
$261K
VW
581
Veridan Wealth
Oregon
$259K +$258K +2,152 New
MOS
582
MGO One Seven
Ohio
$257K -$20.5K -171 -7%
HW
583
Hamilton Wealth
California
$254K +$960 +8 +0.4%
ES
584
Eagle Strategies
New York
$254K +$1.32K +11 +0.5%
TSMHT
585
Thurston Springer Miller Herd & Titak
Indiana
$253K +$126K +1,053 +96%
FWP
586
FAS Wealth Partners
Kansas
$252K +$106K +885 +70%
MCA
587
Maryland Capital Advisors
Maryland
$250K
CA
588
Crewe Advisors
Utah
$248K
GIS
589
Grayhawk Investment Strategies
Alberta, Canada
$247K
TW
590
Traveka Wealth
California
$246K
SFS
591
Summit Financial Strategies
Ohio
$244K +$120 +1 +0%
M&T Bank
592
M&T Bank
New York
$244K +$4.08K +34 +2%
SRA
593
Secured Retirement Advisors
Minnesota
$238K -$47K -392 -16%
RCAG
594
Rehmann Capital Advisory Group
Michigan
$236K +$120 +1 +0%
EWM
595
Elevatus Welath Management
New York
$236K
PC
596
Port Capital
Illinois
$235K
JCM
597
J2 Capital Management
Michigan
$235K +$240K +2,000 New
DWP
598
Daymark Wealth Partners
Ohio
$233K
CA
599
Cornerstone Advisory
Maryland
$230K +$223K +1,861 New
EA
600
Efficient Advisors
Ohio
$226K +$231K +1,927 New

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.