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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
FEG
151
Financial Enhancement Group
Indiana
$5.78M -$20K -182 -0.4%
LIM
152
Leavell Investment Management
Alabama
$5.65M -$7.69K -70 -0.1%
Prudential Financial
153
Prudential Financial
New Jersey
$5.58M +$804K +7,313 +17%
NCM
154
Northside Capital Management
Oregon
$5.41M
CA
155
Clearstead Advisors
Ohio
$5.4M +$4.39M +39,951 +493%
SOS
156
Silver Oak Securities
Tennessee
$5.38M +$220K +2,003 +4%
MFS
157
Madrona Financial Services
Washington
$5.34M -$118K -1,074 -2%
Citadel Advisors
158
Citadel Advisors
Florida
$5.31M +$3.23M +29,365 +164%
PFM
159
Peak Financial Management
Massachusetts
$5.21M -$141K -1,284 -3%
LA
160
LexAurum Advisors
Kansas
$5.17M -$138K -1,253 -3%
WC
161
Wexford Capital
Florida
$5.17M +$5.05M +45,980 New
SC
162
Sierra Capital
Florida
$5.17M -$3M -27,333 -37%
AI
163
Atria Investments
North Carolina
$5.14M -$57.2K -520 -1%
Northern Trust
164
Northern Trust
Illinois
$5.13M +$455K +4,139 +10%
LSAG
165
Lake Street Advisors Group
New Hampshire
$5.12M -$9.01K -82 -0.2%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$5.06M -$140K -1,273 -3%
UWM
167
USAdvisors Wealth Management
Minnesota
$5.02M -$260K -2,366 -5%
FRA
168
Frank Rimerman Advisors
California
$4.99M
SFP
169
Sandbox Financial Partners
Maryland
$4.88M +$243K +2,207 +5%
Ameriprise
170
Ameriprise
Minnesota
$4.88M -$910K -8,281 -16%
Millennium Management
171
Millennium Management
New York
$4.78M +$4.68M +42,532 New
PI
172
PineBridge Investments
New York
$4.76M
AM
173
Atwater Malick
Pennsylvania
$4.76M +$11.1K +101 +0.2%
PFG
174
PAX Financial Group
Texas
$4.67M -$261K -2,370 -5%
LF
175
Lee Financial
Texas
$4.52M +$105K +951 +2%

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.