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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
1
Jane Street
New York
$973M
2
JHU
2
Johns Hopkins University
Maryland
$566M
3
PEGL
3
P/E Global LLC
Massachusetts
$261M
4
MCM
4
MKP Capital Management
New York
$712M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$251M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$984M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.1M
3
UBS Group
3
UBS Group
Switzerland
$56.6M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$116M
5
CGPCS
5
Capital Group Private Client Services
California
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
626
Hazlett, Burt & Watson
West Virginia
$10K – – –
DAM
627
Delta Asset Management
Tennessee
$9.36K – – –
PO
628
Private Ocean
California
$9.36K +$9.36K +85 New
PAG
629
Paladin Advisory Group
Iowa
$8.62K – – –
HCM
630
Hollencrest Capital Management
California
$8.37K – – –
AEPWM
631
Atlantic Edge Private Wealth Management
Florida
$8.26K – – –
LC
632
Lindbrook Capital
California
$7.71K – – –
CTWM
633
Cherry Tree Wealth Management
Minnesota
$7.49K -$991 -9 -12%
SSB
634
Sandy Spring Bank
Maryland
$6.61K – – –
TAM
635
Tucker Asset Management
Colorado
$5.51K – – –
BCMLT
636
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.07K – – –
AWM
637
Abound Wealth Management
Tennessee
$4.96K – – –
HFS
638
Hantz Financial Services
Michigan
$4K +$4K +37 New
CIR
639
Clear Investment Research
Georgia
$3.92K – – –
PS
640
Principal Securities
Iowa
$3.63K -$29.6K -269 -89%
ME
641
McIlrath & Eck
Washington
$3.32K +$1.22K +11 +58%
ACA
642
Aptus Capital Advisors
Alabama
$3.3K -$661 -6 -17%
OA
643
Operose Advisors
Wisconsin
$3.3K – – –
JWA
644
JFS Wealth Advisors
Pennsylvania
$3.3K +$661 +6 +25%
HR
645
Howe & Rusling
New York
$3.1K – – –
AFS
646
Annapolis Financial Services
Maryland
$3.08K – – –
GWANC
647
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.08K -$110 -1 -3%
WTC
648
WhitTier Trust Company
Nevada
$2.97K – – –
RBA
649
Richard Bernstein Advisors
New York
$2.93K -$35K -323 -92%
GJIA
650
Glass Jacobson Investment Advisors
Maryland
$2.2K – – –
24 25
26
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