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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
GIA
676
GHP Investment Advisors
Colorado
$2.7K +$2.64K +24 New
AIP
677
Ameritas Investment Partners
Nebraska
$1.69K
EWA
678
EverSource Wealth Advisors
Alabama
$571
HI
679
Horizon Investments
North Carolina
$225
LFG
680
Larson Financial Group
Missouri
$135
ADL
681
Asset Dedication LLC
California
$118
NC
682
NewSquare Capital
Pennsylvania
$111
Hudson Bay Capital Management
683
Hudson Bay Capital Management
Connecticut
-$220M -2,000,000 Closed
CWM
684
CIBC World Markets
New York
-$165M -1,500,000 Closed
EW
685
Evoke Wealth
California
-$96.6M -877,214 Closed
FI
686
FJ Investments
Utah
-$50.4M -457,202 Closed
CPCM
687
Cornerstone Partners Capital Management
Virginia
-$28.5M -258,541 Closed
CAM
688
Crestone Asset Management
Colorado
-$22.6M -205,614 Closed
4WM
689
49 Wealth Management
Texas
-$6.37M -57,958 Closed
Squarepoint
690
Squarepoint
New York
-$5.8M -52,768 Closed
IG
691
ING Group
Netherlands
-$5.18M -47,000 Closed
SW
692
SteelPeak Wealth
California
-$4.67M -42,385 Closed
MGP
693
Metis Global Partners
California
-$4.1M -37,205 Closed
DWM
694
Dogwood Wealth Management
Kansas
-$3.81M -34,623 Closed
Simplex Trading
695
Simplex Trading
Illinois
-$2.64M -24,011 Closed
KWM
696
Kingsview Wealth Management
Oregon
-$2.55M -23,123 Closed
CLOS
697
Compagnie Lombard Odier SCmA
Switzerland
-$2.17M -19,750 Closed
SP
698
SIH Partners
Delaware
-$2.11M -19,116 Closed
T. Rowe Price Associates
699
T. Rowe Price Associates
Maryland
-$1.64M -14,893 Closed
RVPG
700
Relative Value Partners Group
-$1.52M -14,889 Closed

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.