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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
FTUS
726
Flow Traders U.S.
New York
-$8.47M -70,828 Closed
SW
727
SteelPeak Wealth
California
-$5.8M -48,523 Closed
IWP
728
Innova Wealth Partners
Pennsylvania
-$5.37M -44,887 Closed
SFS
729
Sowell Financial Services
Arkansas
-$2.46M -20,612 Closed
STA
730
Summit Trail Advisors
New York
-$1.94M -16,231 Closed
UBS AM
731
UBS AM
Illinois
-$1.67M -14,000 Closed
AF
732
Advisornet Financial
Minnesota
-$1.49M -12,436 Closed
TWP
733
TFO Wealth Partners
Ohio
-$1.37M -11,424 Closed
TCMP
734
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.33M -11,142 Closed
MWP
735
MYCIO Wealth Partners
Pennsylvania
-$1.15M -9,599 Closed
ACM
736
AlphaStar Capital Management
North Carolina
-$1.07M -8,976 Closed
TSS
737
Two Sigma Securities
New York
-$997K -8,338 Closed
LI
738
LRI Investments
Florida
-$695K -5,801 Closed
SP
739
SIH Partners
Delaware
-$574K -4,800 Closed
FEM
740
Fulcrum Equity Management
Texas
-$379K -3,167 Closed
CSPIA
741
Cary Street Partners Investment Advisory
Virginia
-$370K -3,096 Closed
AC
742
Apella Capital
Connecticut
-$289K -2,424 Closed
MFS
743
McNamara Financial Services
Massachusetts
-$256K -2,138 Closed
D
744
Dentgroup
Louisiana
-$209K -1,747 Closed
BCI
745
Brinker Capital Investments
Pennsylvania
-$200K -1,677 Closed
OPS
746
Orion Portfolio Solutions
Nebraska
-$200K -1,677 Closed
MIM
747
Macroview Investment Management
Maryland
-$137K -1,150 Closed
BF
748
BOK Financial
Oklahoma
-$114K -960 Closed
WI
749
Wintrust Investments
Illinois
-$63K -534 Closed
WAG
750
Windsor Advisory Group
Ohio
-$21.5K -180 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.