We are live on ! Find out more
ACWI icon

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
VCP
601
Vista Capital Partners
Oregon
$224K -$20.3K -169 -8%
BCP
602
Blue Chip Partners
Michigan
$224K +$600 +5 +0.3%
SW
603
Simplicity Wealth
New Jersey
$221K -$496K -4,131 -69%
SDWIA
604
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K -$16.4K -137 -7%
MCWS
605
McKinley Carter Wealth Services
West Virginia
$217K -$2.16K -18 -1%
RA
606
Rodgers & Associates
Pennsylvania
$216K
LG
607
Leuthold Group
Minnesota
$216K -$11.3K -94 -5%
EU
608
Emory University
Georgia
$213K
AQR Capital Management
609
AQR Capital Management
Connecticut
$213K
MCM
610
MV Capital Management
Maryland
$211K
GFM
611
GEN Financial Management
Minnesota
$210K +$215K +1,788 New
PCA
612
Prosperity Capital Advisors
Ohio
$209K
WP
613
Westmount Partners
California
$208K -$27.2K -227 -11%
SPWM
614
Schrum Private Wealth Management
Florida
$207K -$61.4K -512 -23%
PAM
615
Palisade Asset Management
Minnesota
$206K
PAG
616
Private Advisory Group
Washington
$205K
GA
617
GSG Advisors
New Jersey
$205K
PTC
618
Private Trust Company
Ohio
$192K
SVCP
619
Silicon Valley Capital Partners
California
$189K +$1.8K +15 +0.9%
CJH
620
Christopher J. Hasenberg
Wisconsin
$174K +$34.9K +291 +24%
HI
621
Harbour Investments
Wisconsin
$158K -$9.24K -77 -5%
BONH
622
Bank of New Hampshire
New Hampshire
$157K
GFL
623
Granite FO LLC
New Hampshire
$152K
SC
624
Solstein Capital
California
$151K
FWM
625
FSA Wealth Management
Massachusetts
$150K

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.