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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
BFPW
626
BOK Financial Private Wealth
Colorado
$38.2K
HPC
627
HM Payson & Co
Maine
$36.5K
HT
628
Headlands Technologies
Illinois
$36.4K -$311K -2,830 -90%
DPW
629
DiNuzzo Private Wealth
Pennsylvania
$34.5K -$14K -127 -29%
MFC
630
Morris Financial Concepts
South Carolina
$34.5K +$879 +8 +3%
ACA
631
American Capital Advisory
Idaho
$33.5K -$4.62K -42 -11%
BFEC
632
Benjamin F. Edwards & Company
Missouri
$29K +$1.32K +12 +5%
CA
633
Continuum Advisory
Idaho
$27.8K +$27.1K +247 New
BIM
634
Breakwater Investment Management
Washington
$26.1K
DFC
635
DB Fitzpatrick & Co
Idaho
$25.8K -$7.04K -64 -22%
WIM
636
Westside Investment Management
California
$23K
ME
637
McIlrath & Eck
Washington
$20.8K +$17K +155 +517%
FAM
638
Family Asset Management
South Carolina
$20.2K
WAS
639
Winch Advisory Services
Wisconsin
$20K +$110 +1 +0.6%
MSG
640
Main Street Group
Virginia
$19.1K
DF
641
Dunhill Financial
United Kingdom
$18.7K +$2.53K +23 +16%
JGCM
642
Joseph Group Capital Management
Ohio
$18K
VWWMG
643
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K +$110 +1 +0.8%
AWM
644
Avior Wealth Management
Nebraska
$13.4K -$330 -3 -2%
WPA
645
West Paces Advisors
Georgia
$12.5K -$7.06M -64,216 -100%
VWM
646
Venturi Wealth Management
Texas
$11.9K
APW
647
Acima Private Wealth
Virginia
$11.9K +$11.7K +106 New
MMG
648
Monetary Management Group
Missouri
$11.2K
SIC
649
SJS Investment Consulting
Ohio
$10.7K
HBW
650
Hazlett, Burt & Watson
West Virginia
$10K

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.