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iShares MSCI ACWI ETF
ACWI

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: 659 → 682 (+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: 48 → 48 (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

Top Buyers

1
Barclays
Barclays
United Kingdom
+$385M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$356M
3
UBS Group
UBS Group
Switzerland
+$284M
4
DCM
Disciplina Capital Management
Tennessee
+$203M
5
Goldman Sachs
Goldman Sachs
New York
+$136M

Top Sellers

1
Jane Street
Jane Street
New York
-$710M
2
MCM
MKP Capital Management
New York
-$530M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$220M
4
CWM
CIBC World Markets
New York
-$165M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$164M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
701
Seaview Investment Managers
Florida
– -$747K -6,780 Closed
AT
702
American Trust
Kentucky
– -$733K -6,660 Closed
Vontobel Holding
703
Vontobel Holding
Switzerland
– -$548K -4,977 Closed
AFG
704
Atomi Financial Group
New York
– -$406K -3,684 Closed
H
705
HoyleCohen
California
– -$398K -3,611 Closed
AWM
706
Axxcess Wealth Management
California
– -$359K -3,257 Closed
PFG
707
Peterson Financial Group
Iowa
– -$345K -3,130 Closed
AC
708
Arjuna Capital
North Carolina
– -$271K -2,461 Closed
PAM
709
Palisade Asset Management
Minnesota
– -$193K -1,749 Closed
CA
710
CoreCap Advisors
Michigan
– -$157K -1,424 Closed
GFL
711
Granite FO LLC
New Hampshire
– -$150K -1,295 Closed
VL
712
Vima LLC
Michigan
– -$37.5K -411 Closed
TCOV
713
Trust Company of Vermont
Vermont
– -$23.9K -217 Closed
WAG
714
Windsor Advisory Group
Ohio
– -$19.6K -178 Closed
HFS
715
Hantz Financial Services
Michigan
– -$4K -37 Closed
HR
716
Howe & Rusling
New York
– -$3.1K -28 Closed
GJIA
717
Glass Jacobson Investment Advisors
Maryland
– -$2.2K -20 Closed
25 26 27 28
29

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.