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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
GFP
101
Gryphon Financial Partners
Ohio
$14.7M +$1.29M +10,754 +9%
IC
102
IEQ Capital
California
$14.6M -$59.5K -496 -0.4%
Ameriprise
103
Ameriprise
Minnesota
$14.5M +$1.3M +10,836 +10%
AA
104
Ashford Advisors
New York
$14.5M +$323K +2,691 +2%
SC
105
Sepio Capital
Utah
$14.3M -$318K -2,647 -2%
WRTC
106
Wind River Trust Company
Wyoming
$14.3M -$150K -1,248 -1%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$14.2M +$5.83M +48,557 +67%
GAM
108
Gotham Asset Management
New York
$13.8M +$1.71M +14,280 +14%
Barclays
109
Barclays
United Kingdom
$12.7M -$45.9M -382,877 -78%
IA
110
IFC Advisors
California
$12.3M +$12.6M +104,824 New
WA
111
Waverly Advisors
Alabama
$12.3M +$2.16M +18,037 +21%
LDNAM
112
Lepercq De Neuflize Asset Management
New York
$12.3M +$12.5M +104,300 New
LMAF
113
Lepercq Multi-Asset Fund
Bermuda
$12.3M +$12.5M +104,300 New
AFP
114
Ausdal Financial Partners
Iowa
$11.9M -$4.08K -34 -0%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$11.8M -$937K -7,806 -7%
Capital World Investors
116
Capital World Investors
California
$11.5M +$6.84M +57,036 +139%
HL
117
Harding Loevner
New Jersey
$11.5M +$7.79M +64,886 +195%
PA
118
PFG Advisors
Arizona
$11.4M +$564K +4,701 +5%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$11.3M +$582K +4,850 +5%
DIM
120
DC Investments Management
Virginia
$11.2M
OMC
121
Old Mission Capital
Illinois
$10.9M +$11.2M +93,081 New
PCIG
122
Partners Capital Investment Group
Massachusetts
$10.9M -$20M -166,955 -64%
NI
123
NYL Investors
New York
$10.9M +$576K +4,800 +5%
DWT
124
Dorsey & Whitney Trust
South Dakota
$10.6M +$79K +658 +0.7%
Comerica Bank
125
Comerica Bank
Texas
$10.5M +$889K +7,406 +9%

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.