We are live on ! Find out more
ACWI icon

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
BS
76
Banco Santander
Spain
$22.6M +$2.42M +22,048 +12%
WPW
77
Waldron Private Wealth
Pennsylvania
$22.5M +$137K +1,250 +0.6%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$22.5M +$22M +200,000 New
Truist Financial
79
Truist Financial
North Carolina
$21.6M +$66.5K +605 +0.3%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$21.2M +$52.1K +474 +0.3%
CWM
81
Circle Wealth Management
New Jersey
$21.1M +$1.1K +10 +0%
AIC
82
Ayalon Insurance Company
Israel
$20.9M +$2.26M +20,596 +12%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$20.7M -$203K -1,847 -1%
Lido Advisors
84
Lido Advisors
California
$20.5M -$172K -1,568 -0.9%
LPL Financial
85
LPL Financial
California
$20.4M -$2.19M -19,960 -10%
Polen Capital Management
86
Polen Capital Management
Florida
$19.7M +$17.4M +158,277 +909%
RJA
87
Raymond James & Associates
Florida
$18.8M +$2.09M +18,971 +13%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$18.6M +$1.97M +17,937 +12%
DA
89
Drake & Associates
Wisconsin
$17.7M +$260K +2,362 +2%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$17.6M +$17.2M +156,301 New
Cerity Partners
91
Cerity Partners
New York
$17.1M -$331K -3,014 -2%
ST
92
Sentinel Trust
Texas
$16.9M +$2.55M +23,238 +18%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$16M +$10M +91,368 +180%
IC
94
IEQ Capital
California
$15.6M +$1.12M +10,232 +8%
CF
95
Centaurus Financial
California
$15.2M +$1.03M +9,327 +7%
BC
96
Bricktown Capital
Michigan
$15M -$3.3M -30,000 -18%
UCFA
97
United Capital Financial Advisors
Texas
$14.7M -$1.16M -10,578 -7%
AL
98
Aspiriant LLC
California
$14.7M -$58.4K -531 -0.4%
WRTC
99
Wind River Trust Company
Wyoming
$13.8M -$170K -1,549 -1%
Lazard Asset Management
100
Lazard Asset Management
New York
$13.7M +$9.96M +90,572 +287%

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.