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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

713 hedge funds and large institutions have $9.36B invested in iShares MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 261 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+44
Holders Change %
+6.58%
% of All Funds
9.49%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.69%
New
92
Increased
261
Reduced
195
Closed
32
Calls
$29.3M
Puts
$216M
Net Calls
-$187M
Net Calls Change
-$175M

Top Buyers

1
CGPCS
1
Capital Group Private Client Services
California
$189M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165M
3
QC
3
Qalhat Capital
British Virgin Islands
$210M
4
GM
4
Granger Management
New York
$157M
5
Wells Fargo
5
Wells Fargo
California
$227M

Top Sellers

1
JHU
1
Johns Hopkins University
Maryland
$452M
2
Bank of America
2
Bank of America
North Carolina
$217M
3
SP
3
Sarasin & Partners
United Kingdom
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$111M
5
MCM
5
MKP Capital Management
New York
$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNAA
126
Pictet North America Advisors
Switzerland
$10.3M +$8.39M +71,436 +430%
WA
127
WestEnd Advisors
North Carolina
$10.3M +$9.49M +80,786 +1,167%
COCM
128
Charter Oak Capital Management
New Hampshire
$10.2M +$9.52K +81 +0.1%
UW
129
Unique Wealth
Florida
$9.98M +$4.12M +35,088 +70%
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$9.82M -$666K -5,670 -6%
VM
131
VPR Management
Texas
$9.79M -$341K -2,900 -3%
DIP
132
DT Investment Partners
Pennsylvania
$9.78M -$5.29K -45 -0.1%
AG
133
AlTi Global
New York
$9.7M -$3.59M -30,472 -27%
SG Americas Securities
134
SG Americas Securities
New York
$9.44M – – –
NBWM
135
North Berkeley Wealth Management
California
$9.41M +$9.41M +80,069 New
LBC
136
Lowe Brockenbrough & Co
Virginia
$9.39M -$247K -2,100 -3%
AGWCA
137
Annis Gardner Whiting Capital Advisors
Florida
$9.38M +$83.9K +714 +0.9%
PGF
138
Plan Group Financial
Oklahoma
$9.26M -$114K -971 -1%
FSA
139
Financial Services Advisory
Maryland
$9.1M +$377K +3,209 +4%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$8.86M +$175K +1,490 +2%
SCM
141
Stonehearth Capital Management
Massachusetts
$8.79M +$277K +2,357 +3%
CH
142
Cromwell Holdings
Wyoming
$8.55M +$8.55M +72,760 New
Mariner
143
Mariner
Kansas
$8.47M +$267K +2,271 +3%
BW
144
BIP Wealth
Georgia
$8.33M -$147K -1,253 -2%
AWA
145
Amplius Wealth Advisors
Pennsylvania
$8.32M +$771K +6,558 +10%
WCM Investment Management
146
WCM Investment Management
California
$8.23M +$8.16M +69,225 +11,634%
CI
147
Clal Insurance
Israel
$8.18M -$9.92M -84,400 -55%
JCM
148
Janney Capital Management
Pennsylvania
$7.97M +$7.97M +67,853 New
WANY
149
Wealthspire Advisors (New York)
New York
$7.68M +$26.1K +222 +0.3%
AWM
150
Able Wealth Management
New Jersey
$7.44M -$148K -1,263 -2%
4 5
6
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