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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
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$8.42M +$604K +5,492 +8%
CH
127
Cromwell Holdings
Wyoming
$8.18M +$8M +72,760 New
BWCS
128
Beirne Wealth Consulting Services
Connecticut
$8.18M -$30.8K -280 -0.4%
BW
129
BIP Wealth
Georgia
$7.79M -$1.75M -15,910 -19%
HL
130
Harding Loevner
New Jersey
$7.68M +$2.87M +26,111 +62%
Mariner
131
Mariner
Kansas
$7.68M -$82.8K -753 -1%
Wellington Management Group
132
Wellington Management Group
Massachusetts
$7.61M -$1.59M -14,454 -18%
GT
133
Glenmede Trust
Pennsylvania
$7.59M -$4.67M -42,498 -39%
SCM
134
Stonehearth Capital Management
Massachusetts
$7.55M +$17.8K +162 +0.2%
TCM
135
TD Capital Management
Tennessee
$7.55M +$18.7K +170 +0.3%
AWA
136
Amplius Wealth Advisors
Pennsylvania
$7.42M -$180K -1,642 -2%
WP
137
WMS Partners
Maryland
$7.36M -$506K -4,605 -7%
WANY
138
Wealthspire Advisors (New York)
New York
$7.31M +$660 +6 +0%
AWM
139
Able Wealth Management
New Jersey
$7.24M +$75.3K +685 +1%
Kovitz Investment Group Partners
140
Kovitz Investment Group Partners
Illinois
$7.12M +$26.6K +242 +0.4%
FMP
141
Financial Management Professionals
Texas
$6.92M +$63.1K +574 +0.9%
CWM
142
Cahaba Wealth Management
Georgia
$6.91M +$68.3K +621 +1%
NW
143
Naviter Wealth
Arkansas
$6.9M -$911K -8,288 -12%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$6.9M +$358K +3,254 +6%
BCM
145
BluePointe Capital Management
California
$6.73M -$460K -4,187 -7%
ZIG
146
Zurich Insurance Group
Switzerland
$6.55M +$1.04M +9,500 +19%
PA
147
Parallel Advisors
California
$6.54M -$49K -446 -0.8%
BSW
148
Buckingham Strategic Wealth
Missouri
$6.36M +$287K +2,608 +5%
Jennison Associates
149
Jennison Associates
New York
$6.26M +$5.12M +46,540 +509%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$5.9M +$82.1K +747 +1%

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.