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iShares MSCI ACWI ETF

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: 659682 (+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: 4848 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
601
Jones Financial Companies
Missouri
$111K +$108K +984 New
B
602
Birchbrook
Maine
$110K
CWM
603
Cedar Wealth Management
California
$108K
CJH
604
Christopher J. Hasenberg
Wisconsin
$105K +$6.71K +61 +7%
LIA
605
Lynx Investment Advisory
District of Columbia
$98.3K +$96.2K +875 New
TWC
606
TD Waterhouse Canada
Ontario, Canada
$95.7K
HWM
607
HighMark Wealth Management
Minnesota
$95.1K +$769 +7 +0.8%
CP
608
Castleview Partners
Texas
$94.8K +$769 +7 +0.8%
IWP
609
IAG Wealth Partners
Wisconsin
$87.6K +$85.6K +779 New
SWM
610
Sugarloaf Wealth Management
Georgia
$83.4K +$550 +5 +0.7%
TSMHT
611
Thurston Springer Miller Herd & Titak
Indiana
$80.5K -$558K -5,077 -88%
QC
612
Quent Capital
New York
$78.4K
BWM
613
BigSur Wealth Management
Florida
$67.4K
CFO
614
CVA Family Office
Colorado
$66.8K
S
615
Syntrinsic
Colorado
$65.9K +$550 +5 +0.9%
FHA
616
First Horizon Advisors
Tennessee
$64.7K -$550 -5 -0.9%
MCM
617
MidAtlantic Capital Management
Virginia
$63.2K
SAG
618
Spotlight Asset Group
Illinois
$61.8K +$22K +200 +57%
TIM
619
Tortoise Investment Management
New York
$59.9K -$10.4K -95 -15%
CB
620
CNB Bank
Pennsylvania
$56.2K
EW
621
Element Wealth
Mississippi
$54.4K +$330 +3 +0.6%
AIM
622
Anchor Investment Management
South Carolina
$51.9K
TPCW
623
TD Private Client Wealth
New York
$49K +$47.9K +436 New
ATPW
624
Ashton Thomas Private Wealth
Arizona
$38.7K +$37.8K +344 New
FGAM
625
Financial Gravity Asset Management
Texas
$38.3K -$33.3K -303 -47%

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.