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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 %
SAG
601
Spotlight Asset Group
Illinois
$38.5K +$38.5K +350 New
VL
602
Vima LLC
Michigan
$37.5K – – –
BFPW
603
BOK Financial Private Wealth
Colorado
$37.4K – – –
HPC
604
HM Payson & Co
Maine
$35.8K – – –
MIM
605
Macroview Investment Management
Maryland
$35.5K -$127K -1,150 -78%
ACA
606
American Capital Advisory
Idaho
$33.8K +$3.83K +42 +13%
MFC
607
Morris Financial Concepts
South Carolina
$32.9K +$5.06K +46 +18%
DFC
608
DB Fitzpatrick & Co
Idaho
$32.3K +$110 +1 +0.3%
BFEC
609
Benjamin F. Edwards & Company
Missouri
$27K -$328 -3 -1%
BIM
610
Breakwater Investment Management
Washington
$25.6K +$25.6K +232 New
DCM
611
Disciplina Capital Management
Tennessee
$25K – – –
TCOV
612
Trust Company of Vermont
Vermont
$23.9K +$23.9K +217 New
WIM
613
Westside Investment Management
California
$22.6K – – –
FAM
614
Family Asset Management
South Carolina
$19.8K – – –
WAG
615
Windsor Advisory Group
Ohio
$19.6K – – –
WAS
616
Winch Advisory Services
Wisconsin
$19.5K – – –
MSG
617
Main Street Group
Virginia
$18.7K – – –
JGCM
618
Joseph Group Capital Management
Ohio
$17.6K -$14.6K -133 -45%
DF
619
Dunhill Financial
United Kingdom
$15.9K +$9.06K +82 +132%
TCPG
620
Trivant Custom Portfolio Group
California
$15.1K +$110 +1 +0.7%
VWWMG
621
Vermillion & White Wealth Management Group
Pennsylvania
$13.8K – – –
AWM
622
Avior Wealth Management
Nebraska
$13.5K – – –
VWM
623
Venturi Wealth Management
Texas
$11.7K – – –
MMG
624
Monetary Management Group
Missouri
$11K +$11K +100 New
SIC
625
SJS Investment Consulting
Ohio
$10.5K – – –
23 24
25
26 27