We are live on ! Find out more
ACWI icon

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
DAM
651
Delta Asset Management
Tennessee
$9.55K
PO
652
Private Ocean
California
$9.55K
PAG
653
Paladin Advisory Group
Iowa
$8.91K +$110 +1 +1%
HCM
654
Hollencrest Capital Management
California
$8.54K
AEPWM
655
Atlantic Edge Private Wealth Management
Florida
$8.43K
LC
656
Lindbrook Capital
California
$7.87K
CTWM
657
Cherry Tree Wealth Management
Minnesota
$7.64K
TRCT
658
Tower Research Capital (TRC)
New York
$7.08K +$6.92K +63 New
ACA
659
Aptus Capital Advisors
Alabama
$6.86K +$3.41K +31 +103%
SSB
660
Sandy Spring Bank
Maryland
$6.74K
GWANC
661
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.66K +$3.41K +31 +111%
S
662
Sachetta
Massachusetts
$6.63K -$106K -968 -94%
RI
663
Ridgewood Investments
New Jersey
$6.52K +$6.38K +58 New
TAM
664
Tucker Asset Management
Colorado
$5.62K
BCMLT
665
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.17K
AWM
666
Abound Wealth Management
Tennessee
$5.06K
VAG
667
VisionPoint Advisory Group
Texas
$4.83K +$4.73K +43 New
TCPG
668
Trivant Custom Portfolio Group
California
$4.5K -$10.7K -97 -71%
CIR
669
Clear Investment Research
Georgia
$4.03K
PS
670
Principal Securities
Iowa
$3.71K
JWA
671
JFS Wealth Advisors
Pennsylvania
$3.37K
OA
672
Operose Advisors
Wisconsin
$3.37K
AFS
673
Annapolis Financial Services
Maryland
$3.15K
WTC
674
WhitTier Trust Company
Nevada
$3.03K
RBA
675
Richard Bernstein Advisors
New York
$2.98K

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.