ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

656 hedge funds and large institutions have $11.3B invested in iShares MSCI ACWI ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 258 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
-25
Holders Change %
-3.67%
% of All Funds
9.51%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.68%
New
51
Increased
162
Reduced
258
Closed
68
Calls
$706M
Puts
$241M
Net Calls
+$465M
Net Calls Change
+$406M

Top Buyers

1
Jane Street
Jane Street
New York
$973M
2
JHU
Johns Hopkins University
Maryland
$566M
3
PEGL
P/E Global LLC
Massachusetts
$261M
4
MCM
MKP Capital Management
New York
$712M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$251M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$984M
2
Goldman Sachs
Goldman Sachs
New York
$91.1M
3
UBS Group
UBS Group
Switzerland
$56.6M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$116M
5
CGPCS
Capital Group Private Client Services
California
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
176
Sandbox Financial Partners
Maryland
$4.54M +$41.8K +380 +0.9%
SHJ
177
Sharkey, Howes & Javer
Colorado
$4.53M +$4.18M +37,922 +1,181%
IWN
178
Independent Wealth Network
Iowa
$4.46M -$42.8K -389 -1%
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$4.39M -$733K -6,660 -14%
FCH
180
Freestone Capital Holdings
Washington
$4.36M +$825K +7,493 +23%
BPC
181
Banque Pictet & Cie
Switzerland
$4.34M +$594K +5,390 +16%
LF
182
Lee Financial
Texas
$4.33M +$136K +1,238 +3%
AGA
183
Arkos Global Advisors
Texas
$4.31M -$101K -920 -2%
SHGA
184
Sand Hill Global Advisors
California
$4.3M – – –
Creative Planning
185
Creative Planning
Kansas
$4.22M -$9.69K -88 -0.2%
FC
186
Financial Council
Maryland
$4.22M -$22.5K -204 -0.5%
MGP
187
Metis Global Partners
California
$4.1M +$3.38M +30,733 +475%
CGPCS
188
Capital Group Private Client Services
California
$4.06M -$459M -4,167,341 -99%
BP
189
Ballentine Partners
Massachusetts
$4.04M – – –
CWM
190
Congress Wealth Management
Massachusetts
$4.02M -$101K -913 -2%
VCM
191
Vivaldi Capital Management
Illinois
$4.01M +$41K +372 +1%
KP
192
Keel Point
Alabama
$3.91M -$5.1M -46,339 -57%
MIA
193
MainStreet Investment Advisors
Illinois
$3.9M – – –
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$3.82M -$121K -1,095 -3%
DWM
195
Dogwood Wealth Management
Kansas
$3.81M +$288K +2,617 +8%
IPW
196
Intergy Private Wealth
Colorado
$3.72M – – –
BL
197
Balentine LLC
Georgia
$3.68M -$4.35M -39,521 -54%
DT
198
Diversified Trust
Tennessee
$3.58M -$110 -1 -0%
SFG
199
SNS Financial Group
Minnesota
$3.57M -$182K -1,656 -5%
WDL
200
Well Done LLC
Michigan
$3.57M -$544K -4,944 -13%
6 7
8
9 10