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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

656 hedge funds and large institutions have $11.3B invested in iShares MSCI ACWI ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 258 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-25
Holders Change %
-3.67%
% of All Funds
9.51%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.68%
New
51
Increased
162
Reduced
258
Closed
68
Calls
$706M
Puts
$241M
Net Calls
+$465M
Net Calls Change
+$406M

Top Buyers

1
Jane Street
Jane Street
New York
$973M
2
JHU
Johns Hopkins University
Maryland
$566M
3
PEGL
P/E Global LLC
Massachusetts
$261M
4
MCM
MKP Capital Management
New York
$712M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$251M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$984M
2
Goldman Sachs
Goldman Sachs
New York
$91.1M
3
UBS Group
UBS Group
Switzerland
$56.6M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$116M
5
CGPCS
Capital Group Private Client Services
California
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WMS Partners
Maryland
$7.72M -$1.05M -9,530 -12%
AGWCA
127
Annis Gardner Whiting Capital Advisors
Florida
$7.71M +$612K +5,559 +9%
NW
128
Naviter Wealth
Arkansas
$7.68M -$9.63M -87,447 -56%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$7.65M +$3.87M +35,157 +103%
Mariner
130
Mariner
Kansas
$7.6M +$96.8K +879 +1%
AWA
131
Amplius Wealth Advisors
Pennsylvania
$7.45M -$1.22M -11,090 -14%
SCM
132
Stonehearth Capital Management
Massachusetts
$7.38M +$5.22M +47,375 +241%
TCM
133
TD Capital Management
Tennessee
$7.38M -$341K -3,100 -4%
WANY
134
Wealthspire Advisors (New York)
New York
$7.16M -$4.63K -42 -0.1%
WPA
135
West Paces Advisors
Georgia
$7.08M – – –
BCM
136
BluePointe Capital Management
California
$7.06M +$268K +2,429 +4%
AWM
137
Able Wealth Management
New Jersey
$7.02M +$98.1K +891 +1%
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$6.95M -$1.13M -10,272 -14%
Citigroup
139
Citigroup
New York
$6.94M -$29.1M -264,357 -81%
FMP
140
Financial Management Professionals
Texas
$6.72M – – –
CWM
141
Cahaba Wealth Management
Georgia
$6.7M -$21.7K -197 -0.3%
PA
142
Parallel Advisors
California
$6.46M +$180K +1,636 +3%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$6.4M +$371K +3,367 +6%
4WM
144
49 Wealth Management
Texas
$6.37M +$35.6K +324 +0.6%
BSW
145
Buckingham Strategic Wealth
Missouri
$5.94M +$278K +2,523 +5%
Squarepoint
146
Squarepoint
New York
$5.81M +$2.46M +22,300 +73%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$5.7M -$11.5K -104 -0.2%
Ameriprise
148
Ameriprise
Minnesota
$5.69M -$158K -1,432 -3%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$5.59M +$442K +4,010 +9%
FEG
150
Financial Enhancement Group
Indiana
$5.55M +$97.7K +910 +2%
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