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iShares MSCI ACWI ETF

720 hedge funds and large institutions have $9.37B invested in iShares MSCI ACWI ETF in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 262 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 32

34% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 196

11% more funds holding in top 10

Funds holding in top 10: 4752 (+5)

7% more funds holding

Funds holding: 671720 (+49)

0.06% less ownership

Funds ownership: 48.88%48.82% (-0.06%)

1% less capital invested

Capital invested by funds: $9.48B → $9.37B (-$111M)

86% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $216M

Holders
720
Holders Change
+49
Holders Change %
+7.3%
% of All Funds
9.48%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.68%
New
95
Increased
262
Reduced
196
Closed
32
Calls
$29.3M
Puts
$216M
Net Calls
-$187M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
151
TD Capital Management
Tennessee
$7.41M -$457K -3,805 -6%
PI
152
PineBridge Investments
New York
$7.25M +$2.32M +19,308 +46%
WP
153
WMS Partners
Maryland
$7.2M -$104K -863 -1%
CWM
154
Cahaba Wealth Management
Georgia
$7.14M +$43.4K +362 +0.6%
BCM
155
BluePointe Capital Management
California
$7.05M +$32.2K +268 +0.4%
CA
156
Clearstead Advisors
Ohio
$7.02M +$1.18M +9,857 +20%
MAP
157
Managed Asset Portfolios
Michigan
$6.93M +$2.93M +24,436 +71%
PAG
158
Private Advisor Group
New Jersey
$6.91M +$304K +2,534 +5%
PA
159
Parallel Advisors
California
$6.89M +$19.1K +159 +0.3%
Citadel Advisors
160
Citadel Advisors
Florida
$6.82M -$3.44M -28,686 -33%
AI
161
Atria Investments
North Carolina
$6.6M +$1.5M +12,472 +29%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$6.3M +$91.2K +760 +1%
FEG
163
Financial Enhancement Group
Indiana
$6.27M +$6.47M +53,891 New
GT
164
Glenmede Trust
Pennsylvania
$6.16M -$1.81M -15,123 -22%
LA
165
LexAurum Advisors
Kansas
$5.99M +$373K +3,112 +7%
LIM
166
Leavell Investment Management
Alabama
$5.91M
SFP
167
Sandbox Financial Partners
Maryland
$5.89M +$486K +4,051 +9%
ZIG
168
Zurich Insurance Group
Switzerland
$5.83M +$5.92M +49,304 New
NCM
169
Northside Capital Management
Oregon
$5.66M
BWCS
170
Beirne Wealth Consulting Services
Connecticut
$5.53M +$145K +1,209 +3%
MSAGDF
171
Moneda SA Administradora General de Fondos
Chile
$5.53M +$135K +1,125 +2%
LCAM
172
London & Capital Asset Management
United Kingdom
$5.48M +$5.59M +46,600 New
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$5.4M +$1.2M +10,033 +28%
LSAG
174
Lake Street Advisors Group
New Hampshire
$5.36M +$8.04K +67 +0.1%
PFM
175
Peak Financial Management
Massachusetts
$5.35M -$51.6K -430 -0.9%

ACWI Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2024, worth a combined $9.37B — down 1.2% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new ACWI positions and 32 closed out — a net gain of 63 holders — while 262 added to existing stakes and 196 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $192M. The largest seller was Johns Hopkins University, cutting an estimated $284M.

  • 720 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2024, up from 671 in Q3 2024.
  • Funds reported $9.37B of iShares MSCI ACWI ETF stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 95 funds opened new iShares MSCI ACWI ETF positions in Q4 2024 and 32 closed out, a net change of +63 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $192M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2024 was Johns Hopkins University, an estimated $284M sold.

Based on aggregated 13F filings for Q4 2024.