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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
GM
626
GeoWealth Management
Illinois
$141K
RDFA
627
Ritter Daniher Financial Advisory
Ohio
$140K
CWC
628
Carolinas Wealth Consulting
North Carolina
$138K +$840 +7 +0.6%
MCM
629
Manchester Capital Management
Vermont
$136K
VNA
630
Valley National Advisers
Pennsylvania
$122K
GC
631
Gould Capital
Washington
$119K
CA
632
CoreCap Advisors
Michigan
$118K -$31.9K -266 -21%
CSC
633
Caldwell Sutter Capital
California
$118K
B
634
Birchbrook
Maine
$115K
CWM
635
Cedar Wealth Management
California
$113K
LFG
636
Larson Financial Group
Missouri
$113K +$115K +960 +96,000%
IWP
637
IAG Wealth Partners
Wisconsin
$109K
HWM
638
HighMark Wealth Management
Minnesota
$101K +$1.32K +11 +1%
TWC
639
TD Waterhouse Canada
Ontario, Canada
$99.9K
CP
640
Castleview Partners
Texas
$99.7K +$840 +7 +0.8%
DCM
641
Disciplina Capital Management
Tennessee
$97.4K -$9.84K -82 -9%
AWM
642
AE Wealth Management
Kansas
$86.3K +$88.1K +734 New
OWP
643
ORG Wealth Partners
Texas
$82.6K +$84.4K +703 New
SWM
644
Sugarloaf Wealth Management
Georgia
$80.1K +$600 +5 +0.7%
QC
645
Quent Capital
New York
$75.2K -$23.5K -196 -23%
SAM
646
Smartleaf Asset Management
Massachusetts
$72.7K -$1.32K -11 -2%
AWM
647
Avior Wealth Management
Nebraska
$70.6K +$57.8K +482 +405%
BWM
648
BigSur Wealth Management
Florida
$70.5K
CFO
649
CVA Family Office
Colorado
$69.8K
MCM
650
MidAtlantic Capital Management
Virginia
$66K

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.