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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
ECG
51
EPIQ Capital Group
California
$40.5M +$669K +5,578 +2%
MCCA
52
Mill Creek Capital Advisors
Pennsylvania
$39.2M -$1.65M -13,767 -4%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$38.6M +$3.68M +30,688 +10%
Lazard Asset Management
54
Lazard Asset Management
New York
$38.2M +$34M +283,400 +683%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$38M +$3.19M +26,559 +9%
Polen Capital Management
56
Polen Capital Management
Florida
$37.3M +$27.2M +226,679 +249%
CA
57
Cambridge Associates
Massachusetts
$35.1M -$8.92M -74,300 -20%
CFFNO
58
Common Fund For Nonprofit Organizations
Connecticut
$34.1M +$17.7M +147,803 +104%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$33.3M +$186K +1,554 +0.6%
BOA
60
Birnam Oak Advisors
New York
$33M +$33.7M +280,800 New
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$32.9M +$5.51M +45,890 +20%
LPL Financial
62
LPL Financial
California
$32.7M +$4.87M +40,569 +17%
US Bancorp
63
US Bancorp
Minnesota
$32.4M +$62.8K +523 +0.2%
FMI
64
Factory Mutual Insurance
Massachusetts
$32.3M
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$32.2M +$14.5M +121,155 +79%
Raymond James Financial
66
Raymond James Financial
Florida
$32M +$32.7M +272,718 New
ACM
67
Arlington Capital Management
Illinois
$31.2M +$26.5M +220,771 +492%
VCM
68
Verger Capital Management
North Carolina
$28.5M +$153K +1,279 +0.5%
Osaic Holdings
69
Osaic Holdings
Arizona
$28M -$429K -3,571 -1%
OFG
70
Oxford Financial Group
Indiana
$27.8M +$776K +6,465 +3%
Canada Life
71
Canada Life
Manitoba, Canada
$27.4M +$28M +233,743 New
AIC
72
Ayalon Insurance Company
Israel
$25.8M +$1.77M +14,739 +7%
JRP
73
Jasper Ridge Partners
California
$25.6M -$375K -3,125 -1%
Truist Financial
74
Truist Financial
North Carolina
$25.4M +$34.7K +289 +0.1%
UBP
75
Union Bancaire Privee
Switzerland
$24.7M +$18.5M +153,980 New

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.