ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

656 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, 258 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-25
Holders Change %
-3.67%
% of All Funds
9.51%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.68%
New
51
Increased
162
Reduced
258
Closed
68
Calls
$706M
Puts
$241M
Net Calls
+$465M
Net Calls Change
+$406M

Top Buyers

1
Jane Street
Jane Street
New York
$973M
2
JHU
Johns Hopkins University
Maryland
$566M
3
PEGL
P/E Global LLC
Massachusetts
$261M
4
MCM
MKP Capital Management
New York
$712M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$251M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$984M
2
Goldman Sachs
Goldman Sachs
New York
$91.1M
3
UBS Group
UBS Group
Switzerland
$56.6M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$116M
5
CGPCS
Capital Group Private Client Services
California
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
676
Oppenheimer Asset Management
New York
– -$2M -19,666 Closed
CF
677
Cantor Fitzgerald
New York
– -$1.33M -13,056 Closed
JCM
678
Janney Capital Management
Pennsylvania
– -$1.13M -11,053 Closed
TI
679
Trexquant Investment
Connecticut
– -$1.06M -10,395 Closed
Aristotle Capital Management
680
Aristotle Capital Management
California
– -$862K -8,467 Closed
SFA
681
Souders Financial Advisors
Ohio
– -$445K -4,370 Closed
WAP
682
Wealthcare Advisory Partners
Pennsylvania
– -$436K -4,281 Closed
RFC
683
Regions Financial Corp
Alabama
– -$418K -4,110 Closed
PVH
684
Psagot Value Holdings
Israel
– -$407K -4,000 Closed
SIA
685
SeaBridge Investment Advisors
New Jersey
– -$393K -3,857 Closed
PWP
686
Phillips Wealth Planners
Mississippi
– -$384K -3,811 Closed
CG
687
Cutler Group
California
– -$352K -3,463 Closed
TFS
688
Thoroughbred Financial Services
Tennessee
– -$348K -3,427 Closed
MCM
689
Mattern Capital Management
Colorado
– -$302K -2,970 Closed
NA
690
Navellier & Associates
Nevada
– -$297K -2,914 Closed
SEI Investments
691
SEI Investments
Pennsylvania
– -$291K -2,862 Closed
SCM
692
Shelton Capital Management
Colorado
– -$291K -2,860 Closed
TFCP
693
Twin Focus Capital Partners
Massachusetts
– -$278K -2,735 Closed
IWM
694
IHT Wealth Management
Illinois
– -$276K -2,710 Closed
CW
695
CreativeOne Wealth
Kansas
– -$269K -2,647 Closed
Thrivent Financial for Lutherans
696
Thrivent Financial for Lutherans
Minnesota
– -$256K -2,513 Closed
NFC
697
Northeast Financial Consultants
Connecticut
– -$246K -2,421 Closed
ERWM
698
Elk River Wealth Management
Colorado
– -$240K -2,360 Closed
ES
699
Eagle Strategies
New York
– -$235K -2,312 Closed
TFP
700
Traction Financial Partners
Wyoming
– -$232K -2,277 Closed
25 26 27
28
29