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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 %
VW
576
Veridan Wealth
Oregon
$259K +$259K +2,152 New
MOS
577
MGO One Seven
Ohio
$257K -$20.1K -171 -7%
ES
578
Eagle Strategies
New York
$254K +$1.29K +11 +0.5%
TSMHT
579
Thurston Springer Miller Herd & Titak
Indiana
$253K +$124K +1,053 +96%
FWP
580
FAS Wealth Partners
Kansas
$252K +$104K +885 +70%
MCA
581
Maryland Capital Advisors
Maryland
$250K – – –
CA
582
Crewe Advisors
Utah
$248K – – –
GIS
583
Grayhawk Investment Strategies
Alberta, Canada
$247K – – –
TW
584
Traveka Wealth
California
$246K – – –
SFS
585
Summit Financial Strategies
Ohio
$244K +$117 +1 +0%
M&T Bank
586
M&T Bank
New York
$244K +$4K +34 +2%
SRA
587
Secured Retirement Advisors
Minnesota
$238K -$46.1K -392 -16%
RCAG
588
Rehmann Capital Advisory Group
Michigan
$236K +$118 +1 +0%
EWM
589
Elevatus Welath Management
New York
$236K – – –
PC
590
Port Capital
Illinois
$235K – – –
JCM
591
J2 Capital Management
Michigan
$235K +$235K +2,000 New
DWP
592
Daymark Wealth Partners
Ohio
$233K – – –
CA
593
Cornerstone Advisory
Maryland
$230K +$230K +1,861 New
EA
594
Efficient Advisors
Ohio
$226K +$226K +1,927 New
VCP
595
Vista Capital Partners
Oregon
$224K -$19.9K -169 -8%
BCP
596
Blue Chip Partners
Michigan
$224K +$587 +5 +0.3%
SW
597
Simplicity Wealth
New Jersey
$221K -$485K -4,131 -69%
SDWIA
598
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K -$16.1K -137 -7%
MCWS
599
McKinley Carter Wealth Services
West Virginia
$217K -$2.12K -18 -1%
RA
600
Rodgers & Associates
Pennsylvania
$216K – – –
22 23
24
25 26