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

Top Sellers

1
JHU
Johns Hopkins University
Maryland
$452M
2
Bank of America
Bank of America
North Carolina
$217M
3
SP
Sarasin & Partners
United Kingdom
$0
4
Goldman Sachs
Goldman Sachs
New York
$111M
5
MCM
MKP Capital Management
New York
$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
151
TD Capital Management
Tennessee
$7.41M -$447K -3,805 -6%
PI
152
PineBridge Investments
New York
$7.25M +$2.27M +19,308 +46%
WP
153
WMS Partners
Maryland
$7.2M -$101K -863 -1%
CWM
154
Cahaba Wealth Management
Georgia
$7.14M +$42.5K +362 +0.6%
BCM
155
BluePointe Capital Management
California
$7.05M +$31.5K +268 +0.4%
CA
156
Clearstead Advisors
Ohio
$7.02M +$1.16M +9,857 +20%
MAP
157
Managed Asset Portfolios
Michigan
$6.93M +$2.87M +24,436 +71%
PAG
158
Private Advisor Group
New Jersey
$6.91M +$298K +2,534 +5%
PA
159
Parallel Advisors
California
$6.89M +$18.7K +159 +0.3%
Citadel Advisors
160
Citadel Advisors
Florida
$6.82M -$3.37M -28,686 -33%
AI
161
Atria Investments
North Carolina
$6.6M +$1.47M +12,472 +29%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$6.3M +$89.3K +760 +1%
FEG
163
Financial Enhancement Group
Indiana
$6.27M +$6.27M +53,891 New
GT
164
Glenmede Trust
Pennsylvania
$6.16M -$1.78M -15,123 -22%
LA
165
LexAurum Advisors
Kansas
$5.99M +$366K +3,112 +7%
LIM
166
Leavell Investment Management
Alabama
$5.91M – – –
SFP
167
Sandbox Financial Partners
Maryland
$5.89M +$476K +4,051 +9%
ZIG
168
Zurich Insurance Group
Switzerland
$5.83M +$5.83M +49,304 New
NCM
169
Northside Capital Management
Oregon
$5.66M – – –
BWCS
170
Beirne Wealth Consulting Services
Connecticut
$5.53M +$142K +1,209 +3%
MSAGDF
171
Moneda SA Administradora General de Fondos
Chile
$5.53M +$132K +1,125 +2%
LCAM
172
London & Capital Asset Management
United Kingdom
$5.48M +$5.48M +46,600 New
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$5.4M +$1.18M +10,033 +28%
LSAG
174
Lake Street Advisors Group
New Hampshire
$5.36M +$7.87K +67 +0.1%
PFM
175
Peak Financial Management
Massachusetts
$5.35M -$50.5K -430 -0.9%
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