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iShares MSCI ACWI ETF

659 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, 259 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $706M | Put options by funds: $241M

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

4% less funds holding

Funds holding: 684659 (-25)

7.76% less ownership

Funds ownership: 63.94%56.18% (-7.8%)

8% less capital invested

Capital invested by funds: $12.3B → $11.3B (-$1.03B)

25% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 68

37% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 259

Holders
659
Holders Change
-25
Holders Change %
-3.65%
% of All Funds
9.49%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.69%
New
51
Increased
162
Reduced
259
Closed
68
Calls
$706M
Puts
$241M
Net Calls
+$465M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
651
WhitTier Trust Company
Nevada
$2.97K
RBA
652
Richard Bernstein Advisors
New York
$2.92K -$33.9K -323 -92%
GJIA
653
Glass Jacobson Investment Advisors
Maryland
$2.2K
AIP
654
Ameritas Investment Partners
Nebraska
$1.65K
EWA
655
EverSource Wealth Advisors
Alabama
$531
HI
656
Horizon Investments
North Carolina
$220
LFG
657
Larson Financial Group
Missouri
$131
NC
658
NewSquare Capital
Pennsylvania
$108 +$105 +1 New
Credit Agricole
659
Credit Agricole
France
$105
FWM
660
FFT Wealth Management
Pennsylvania
-$118M -1,161,082 Closed
PWPCM
661
Perella Weinberg Partners Capital Management
New York
-$30M -294,948 Closed
State Street
662
State Street
Massachusetts
-$28.7M -281,828 Closed
FTUS
663
Flow Traders U.S.
New York
-$24.6M -241,789 Closed
TCA
664
Taconic Capital Advisors
New York
-$23.1M -227,000 Closed
DS
665
DRW Securities
Illinois
-$19.7M -193,172 Closed
OMC
666
Old Mission Capital
Illinois
-$16.2M -159,429 Closed
AA
667
Altman Advisors
Illinois
-$10.3M -101,519 Closed
Two Sigma Advisers
668
Two Sigma Advisers
New York
-$10.3M -101,400 Closed
Millennium Management
669
Millennium Management
New York
-$7.98M -78,458 Closed
MIH
670
Meitav Investment House
Israel
-$6.04M -59,363 Closed
WCM Investment Management
671
WCM Investment Management
California
-$5.88M -57,680 Closed
AWM
672
AE Wealth Management
Kansas
-$5.24M -50,964 Closed
MOS
673
MGO One Seven
Ohio
-$5.13M -50,419 Closed
MWM
674
Moran Wealth Management
Florida
-$2.67M -26,251 Closed
TCMP
675
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$2.58M -25,396 Closed

ACWI Hedge Fund Activity: Q1 2024 in Review

659 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q1 2024, worth a combined $11.3B — down 8.4% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of ACWI and 51 opened new positions — a net loss of 17 holders — while 259 trimmed existing stakes and 162 added.

The largest buyer was Jane Street, adding an estimated $825M. The largest seller was Morgan Stanley, cutting an estimated $1.25B.

  • 659 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q1 2024, down from 684 in Q4 2023.
  • Funds reported $11.3B of iShares MSCI ACWI ETF stock for Q1 2024, down 8.4% quarter-over-quarter.
  • 51 funds opened new iShares MSCI ACWI ETF positions in Q1 2024 and 68 closed out, a net change of -17 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q1 2024 was Jane Street, an estimated $825M added.
  • The largest iShares MSCI ACWI ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2024.