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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
Bank Julius Baer & Co
51
Bank Julius Baer & Co
Switzerland
$41.7M -$113K -1,029 -0.3%
MCCA
52
Mill Creek Capital Advisors
Pennsylvania
$39.7M -$1.1M -10,016 -3%
BM
53
Brandywine Managers
Delaware
$39.3M
LJCM
54
Lee Johnson Capital Management
Texas
$38.3M +$37.5M +341,056 New
JRP
55
Jasper Ridge Partners
California
$38.1M -$163K -1,487 -0.4%
CAM
56
Cresset Asset Management
Illinois
$37.3M +$1.95M +17,722 +6%
ECG
57
EPIQ Capital Group
California
$37.1M -$576K -5,241 -2%
Capital International Investors
58
Capital International Investors
California
$36.2M +$15.1M +137,075 +74%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$35M +$21.2M +192,742 +162%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$33.7M -$2.74M -24,928 -8%
GM
61
Granger Management
New York
$33.6M +$17.6M +160,000 +115%
CI
62
Clal Insurance
Israel
$31.8M -$11.8M -107,000 -27%
BBNA
63
Bremer Bank National Association
Minnesota
$31.5M -$10M -91,382 -25%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$31M -$37.5M -341,613 -55%
FMI
65
Factory Mutual Insurance
Massachusetts
$30.9M -$65.1M -592,000 -68%
US Bancorp
66
US Bancorp
Minnesota
$30.9M +$2.15M +19,574 +8%
VCM
67
Verger Capital Management
North Carolina
$29.7M +$150K +1,366 +0.5%
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$29.2M +$14.8M +134,443 +107%
PCIG
69
Partners Capital Investment Group
Massachusetts
$29.1M -$4.01M -36,502 -12%
Osaic Holdings
70
Osaic Holdings
Arizona
$28.5M -$544K -4,953 -2%
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$28.1M -$18.9M -172,000 -41%
OFG
72
Oxford Financial Group
Indiana
$26.7M -$207K -1,879 -0.8%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1M +$23.6M +214,879 +2,640%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$24M +$2.19M +19,938 +10%
AFP
75
Ausdal Financial Partners
Iowa
$22.9M -$281K -2,553 -1%

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.