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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
HIIFS
176
Harel Insurance Investments & Financial Services
Israel
$4.51M +$1.23M +11,200 +39%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$4.48M -$769 -7 -0%
SHGA
178
Sand Hill Global Advisors
California
$4.48M +$92.8K +844 +2%
RIS
179
Retirement Income Solutions
Michigan
$4.48M -$158K -1,438 -3%
MSAGDF
180
Moneda SA Administradora General de Fondos
Chile
$4.45M -$564K -5,129 -11%
FCH
181
Freestone Capital Holdings
Washington
$4.43M -$19.3K -176 -0.4%
BPC
182
Banque Pictet & Cie
Switzerland
$4.43M
IWN
183
Independent Wealth Network
Iowa
$4.36M -$189K -1,716 -4%
FC
184
Financial Council
Maryland
$4.35M +$46.4K +422 +1%
Creative Planning
185
Creative Planning
Kansas
$4.34M +$29.8K +271 +0.7%
DS
186
DRW Securities
Illinois
$4.21M +$4.12M +37,521 New
B
187
Barings
North Carolina
$4.17M -$1.37M -12,445 -25%
BP
188
Ballentine Partners
Massachusetts
$4.12M
AGA
189
Arkos Global Advisors
Texas
$4.08M -$312K -2,843 -7%
KP
190
Keel Point
Alabama
$4.08M +$86.7K +789 +2%
CWM
191
Congress Wealth Management
Massachusetts
$4.06M -$44.8K -408 -1%
VCM
192
Vivaldi Capital Management
Illinois
$4.04M -$48.7K -443 -1%
MAP
193
Managed Asset Portfolios
Michigan
$4M +$1.12M +10,228 +40%
DT
194
Diversified Trust
Tennessee
$3.97M +$306K +2,785 +9%
WFAG
195
Wescott Financial Advisory Group
Pennsylvania
$3.9M +$832K +7,568 +28%
CGL
196
Clarius Group LLC
Washington
$3.89M -$1.06M -9,678 -22%
IPW
197
Intergy Private Wealth
Colorado
$3.79M -$8.57K -78 -0.2%
MIA
198
MainStreet Investment Advisors
Illinois
$3.63M -$346K -3,147 -9%
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$3.63M -$257K -2,342 -7%
Stifel Financial
200
Stifel Financial
Missouri
$3.63M +$387K +3,522 +12%

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.