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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 %
BTI
51
Blue Trust Inc
Georgia
$42.2M +$2.5M +22,660 +6%
BBNA
52
Bremer Bank National Association
Minnesota
$40.9M -$21.5M -194,966 -34%
CA
53
Cambridge Associates
Massachusetts
$40.9M +$23.5M +213,745 +136%
GVAG
54
Great Valley Advisor Group
Delaware
$40.5M +$537K +4,880 +1%
MCCA
55
Mill Creek Capital Advisors
Pennsylvania
$40M -$1.41M -12,767 -3%
AssetMark Inc
56
AssetMark Inc
California
$39.7M +$4.61M +41,866 +13%
Bank Julius Baer & Co
57
Bank Julius Baer & Co
Switzerland
$38.6M +$12M +110,995 +45%
BM
58
Brandywine Managers
Delaware
$38.5M +$5.47M +49,684 +17%
JRP
59
Jasper Ridge Partners
California
$37.5M +$1.15M +10,430 +3%
ECG
60
EPIQ Capital Group
California
$37M +$761K +6,909 +2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$35.8M -$19.8M -179,624 -36%
CAM
62
Cresset Asset Management
Illinois
$34.6M +$5.29M +48,009 +18%
PCIG
63
Partners Capital Investment Group
Massachusetts
$32.5M +$3.37M +30,620 +12%
VCM
64
Verger Capital Management
North Carolina
$29M -$569K -5,165 -2%
CPCM
65
Cornerstone Partners Capital Management
Virginia
$28.5M -$8.16M -74,083 -22%
Osaic Holdings
66
Osaic Holdings
Arizona
$28.5M -$844K -7,663 -3%
US Bancorp
67
US Bancorp
Minnesota
$28.1M -$1.18M -10,725 -4%
OFG
68
Oxford Financial Group
Indiana
$26.4M -$2.08M -18,913 -7%
CLGM
69
Capitolis Liquid Global Markets
New York
$25.9M -$118M -1,071,000 -82%
AFP
70
Ausdal Financial Partners
Iowa
$22.8M -$10.1M -91,840 -31%
CAM
71
Crestone Asset Management
Colorado
$22.6M +$3.51M +31,845 +18%
LPL Financial
72
LPL Financial
California
$22.2M +$3.61M +32,735 +19%
WPW
73
Waldron Private Wealth
Pennsylvania
$21.9M +$5.29K +48 +0%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$21.3M -$195K -1,775 -0.9%
Truist Financial
75
Truist Financial
North Carolina
$21.1M -$15.7M -142,939 -43%
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