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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
RI
701
Ridgewood Investments
New Jersey
$6.82K
Group One Trading
702
Group One Trading
Illinois
$6.58K +$6.72K +56 New
BCMLT
703
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.41K
AWM
704
Abound Wealth Management
Tennessee
$5.29K
TCPG
705
Trivant Custom Portfolio Group
California
$4.7K
CIR
706
Clear Investment Research
Georgia
$4.25K +$120 +1 +3%
MEG
707
Millstone Evans Group
Colorado
$4.11K +$4.2K +35 New
PS
708
Principal Securities
Iowa
$3.88K
JWA
709
JFS Wealth Advisors
Pennsylvania
$3.88K +$120 +1 +3%
WTC
710
WhitTier Trust Company
Nevada
$3.17K
RBA
711
Richard Bernstein Advisors
New York
$3.12K
AIP
712
Ameritas Investment Partners
Nebraska
$1.76K
DWM
713
Darwin Wealth Management
Florida
$1.18K
BGAI
714
Bruce G. Allen Investments
Colorado
$1.18K +$1.2K +10 New
GWM
715
Geneos Wealth Management
Colorado
$940 +$960 +8 New
NS
716
NBC Securities
Alabama
$668 -$817K -6,811 -100%
EWA
717
EverSource Wealth Advisors
Alabama
$588
MBFW
718
Morton Brown Family Wealth
Pennsylvania
$470 +$480 +4 New
S
719
Sachetta
Massachusetts
$129
ADL
720
Asset Dedication LLC
California
$125
NC
721
NewSquare Capital
Pennsylvania
$117
SP
722
Sarasin & Partners
United Kingdom
-$165M -1,378,340 Closed
CLGM
723
Capitolis Liquid Global Markets
New York
-$70.7M -591,500 Closed
DS
724
DRW Securities
Illinois
-$42.3M -353,777 Closed
Nisa Investment Advisors
725
Nisa Investment Advisors
Missouri
-$23.3M -195,200 Closed

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.