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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$984M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.1M
3
UBS Group
3
UBS Group
Switzerland
$56.6M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$116M
5
CGPCS
5
Capital Group Private Client Services
California
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
701
Embree Financial Group
Illinois
– -$224K -2,200 Closed
SDWMA
702
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$221K -2,167 Closed
MCWS
703
McKinley Carter Wealth Services
West Virginia
– -$205K -2,010 Closed
CPA
704
Cardiff Park Advisors
California
– -$163K -1,598 Closed
TPCW
705
TD Private Client Wealth
New York
– -$157K -1,540 Closed
MGI
706
MayTech Global Investments
New York
– -$130K -1,273 Closed
SA
707
Scarborough Advisors
Maryland
– -$89.3K -877 Closed
CW
708
Cooksen Wealth
Texas
– -$74.5K -732 Closed
GI
709
Gradient Investments
Minnesota
– -$74.1K -728 Closed
BBHC
710
Brown Brothers Harriman & Co
New York
– -$70.7K -695 Closed
EBA
711
Eagle Bay Advisors
New York
– -$56.2K -552 Closed
MSWM
712
McGlone Suttner Wealth Management
Wisconsin
– -$54.5K -535 Closed
SS
713
Sunbelt Securities
Texas
– -$50.1K -492 Closed
TRCT
714
Tower Research Capital (TRC)
New York
– -$45.6K -448 Closed
SIS
715
Sound Income Strategies
Florida
– -$40.1K -394 Closed
LFA
716
Level Financial Advisors
New York
– -$36K -353 Closed
SC
717
SouthState Corp
Florida
– -$29.6K -291 Closed
CFD
718
Creative Financial Designs
Indiana
– -$23.7K -233 Closed
LPP
719
Life Planning Partners
Florida
– -$22.7K -223 Closed
PMFA
720
Plante Moran Financial Advisors
Michigan
– -$15.4K -151 Closed
SSG
721
Summit Securities Group
New York
– -$10K -101 Closed
OP
722
ORG Partners
Indiana
– -$3.87K -38 Closed
BGAI
723
Bruce G. Allen Investments
Colorado
– -$1.73K -17 Closed
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