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
AA
101
Ashford Advisors
New York
$13.5M +$15.7K +143 +0.1%
SA
102
Sycale Advisors
New York
$13.3M +$11.2M +101,855 +611%
Victory Capital Management
103
Victory Capital Management
Texas
$13.3M +$446K +4,056 +4%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$12.9M -$1.06M -9,615 -8%
GFP
105
Gryphon Financial Partners
Ohio
$12.7M -$224K -2,039 -2%
SC
106
Sepio Capital
Utah
$12.7M +$2.57M +23,387 +26%
AIM
107
Allen Investment Management
New York
$12.6M -$169K -1,542 -1%
SF
108
Synovus Financial
Georgia
$12.6M +$9.33M +84,926 +315%
GA
109
GFS Advisors
Texas
$12.2M -$11.9M -108,470 -100%
GAM
110
Gotham Asset Management
New York
$11.6M
AG
111
AlTi Global
New York
$11.3M +$149K +1,351 +1%
DWT
112
Dorsey & Whitney Trust
South Dakota
$10M
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$9.96M +$342K +3,113 +4%
Comerica Bank
114
Comerica Bank
Texas
$9.89M +$491K +4,469 +5%
Citigroup
115
Citigroup
New York
$9.86M +$2.71M +24,685 +39%
PA
116
PFG Advisors
Arizona
$9.78M +$279K +2,542 +3%
VM
117
VPR Management
Texas
$9.69M
NI
118
NYL Investors
New York
$9.69M +$242K +2,200 +3%
COCM
119
Charter Oak Capital Management
New Hampshire
$9.68M -$132K -1,199 -1%
Renaissance Technologies
120
Renaissance Technologies
New York
$9.5M -$121K -1,100 -1%
WA
121
Waverly Advisors
Alabama
$9.46M +$813K +7,396 +10%
DIP
122
DT Investment Partners
Pennsylvania
$9.36M -$58K -528 -0.6%
AGWCA
123
Annis Gardner Whiting Capital Advisors
Florida
$8.9M +$1M +9,132 +13%
SG Americas Securities
124
SG Americas Securities
New York
$8.74M -$6.58M -59,885 -44%
PGF
125
Plan Group Financial
Oklahoma
$8.68M +$415K +3,776 +5%

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.