We are live on ! Find out more
ACWI icon

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
Northern Trust
76
Northern Trust
Illinois
$24.6M +$20.6M +171,590 +450%
Two Sigma Investments
77
Two Sigma Investments
New York
$24.1M +$24.6M +204,700 New
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$24M +$1.15M +9,568 +5%
BS
79
Banco Santander
Spain
$23.5M -$205K -1,709 -0.8%
WPW
80
Waldron Private Wealth
Pennsylvania
$23.4M -$3.24K -27 -0%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$22.9M +$502K +4,187 +2%
ST
82
Sentinel Trust
Texas
$22.8M +$1M +8,354 +4%
BBNA
83
Bremer Bank National Association
Minnesota
$22.8M
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$22.6M -$91.4K -762 -0.4%
CWM
85
Circle Wealth Management
New Jersey
$22M
CAM
86
Cresset Asset Management
Illinois
$21.8M -$15M -125,332 -40%
PFMU
87
Privium Fund Management (UK)
United Kingdom
$21.6M +$21.8M +181,300 New
DA
88
Drake & Associates
Wisconsin
$20.8M +$1.09M +9,053 +6%
Lido Advisors
89
Lido Advisors
California
$19.5M -$1.01M -8,415 -5%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$19.4M -$23.1M -192,088 -54%
NW
91
Naviter Wealth
Arkansas
$18.6M +$12.5M +103,962 +190%
AIM
92
Allen Investment Management
New York
$17.8M +$4.72M +39,372 +35%
Jane Street
93
Jane Street
New York
$17.6M -$37.2M -309,642 -67%
Cerity Partners
94
Cerity Partners
New York
$17.5M -$208K -1,733 -1%
UCFA
95
United Capital Financial Advisors
Texas
$17.4M +$2.43M +20,258 +16%
GA
96
GFS Advisors
Texas
$16.7M +$1.31M +10,900 +8%
Stifel Financial
97
Stifel Financial
Missouri
$16.1M +$12.3M +102,748 +300%
ET
98
Equitable Trust
Tennessee
$15.7M +$16M +133,594 New
Jennison Associates
99
Jennison Associates
New York
$15.6M +$9.15M +76,240 +134%
CF
100
Centaurus Financial
California
$15M -$322K -2,683 -2%

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.