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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
TIM
651
Tortoise Investment Management
New York
$61.9K
1L
652
10Elms LLP
Oklahoma
$61.1K +$62.4K +520 New
CB
653
CNB Bank
Pennsylvania
$58.8K
RWM
654
Rialto Wealth Management
New York
$58.8K +$60K +500 New
AIM
655
Anchor Investment Management
South Carolina
$54.3K
CA
656
Centerpoint Advisors
Massachusetts
$54K +$55.2K +460 New
ME
657
McIlrath & Eck
Washington
$47.9K +$18.6K +155 +61%
FHA
658
First Horizon Advisors
Tennessee
$45.7K -$5.64K -47 -11%
PWA
659
Physician Wealth Advisors
Utah
$43.8K +$44.8K +373 New
BFPW
660
BOK Financial Private Wealth
Colorado
$40K
DPW
661
DiNuzzo Private Wealth
Pennsylvania
$39.8K +$3.48K +29 +9%
PP
662
Pacifica Partners
Canada
$39.8K +$40.7K +339 New
HPC
663
HM Payson & Co
Maine
$38.2K
ACA
664
American Capital Advisory
Idaho
$37K -$720 -6 -2%
SIM
665
Synergy Investment Management
Florida
$35.4K +$36.1K +301 New
EW
666
Element Wealth
Mississippi
$35.1K -$840 -7 -2%
OC
667
Oarsman Capital
Wisconsin
$34K +$360 +3 +1%
FGC
668
Financial Gravity Companies
Texas
$30.6K
CA
669
Continuum Advisory
Idaho
$30.2K
MCI
670
MRP Capital Investments
Georgia
$30.2K
MFC
671
Morris Financial Concepts
South Carolina
$27.6K -$12.7K -106 -31%
BIM
672
Breakwater Investment Management
Washington
$27.3K
DFC
673
DB Fitzpatrick & Co
Idaho
$27K
JGCM
674
Joseph Group Capital Management
Ohio
$26.1K +$7.44K +62 +39%
AWM
675
Accredited Wealth Management
Kentucky
$25.3K +$25.8K +215 New

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.