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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
Creative Planning
176
Creative Planning
Kansas
$5.33M -$117K -972 -2%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$5.23M -$107K -893 -2%
MFS
178
Madrona Financial Services
Washington
$5.22M -$259K -2,161 -5%
FRA
179
Frank Rimerman Advisors
California
$5.18M -$18.8K -157 -0.4%
Aristotle Capital Management
180
Aristotle Capital Management
California
$5.08M +$5.19M +43,249 New
Victory Capital Management
181
Victory Capital Management
Texas
$4.97M -$4.82M -40,165 -49%
AM
182
Atwater Malick
Pennsylvania
$4.94M -$4.92K -41 -0.1%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$4.84M +$202K +1,682 +4%
RIS
184
Retirement Income Solutions
Michigan
$4.79M +$137K +1,142 +3%
UWM
185
USAdvisors Wealth Management
Minnesota
$4.79M -$266K -2,213 -5%
LF
186
Lee Financial
Texas
$4.76M -$19.4K -162 -0.4%
IWN
187
Independent Wealth Network
Iowa
$4.74M +$101K +840 +2%
SOS
188
Silver Oak Securities
Tennessee
$4.71M -$3.54M -29,487 -42%
SHGA
189
Sand Hill Global Advisors
California
$4.65M
BPC
190
Banque Pictet & Cie
Switzerland
$4.63M
Wellington Management Group
191
Wellington Management Group
Massachusetts
$4.53M -$16.2M -134,779 -78%
WFAG
192
Wescott Financial Advisory Group
Pennsylvania
$4.52M +$152K +1,263 +3%
PFG
193
PAX Financial Group
Texas
$4.46M -$255K -2,126 -5%
BP
194
Ballentine Partners
Massachusetts
$4.45M +$140K +1,165 +3%
CWM
195
Congress Wealth Management
Massachusetts
$4.44M +$154K +1,286 +4%
MWM
196
Moran Wealth Management
Florida
$4.41M +$4.51M +37,542 New
QCG
197
Quadrant Capital Group
Ohio
$4.39M +$1M +8,338 +29%
FC
198
Financial Council
Maryland
$4.29M -$365K -3,038 -8%
FCH
199
Freestone Capital Holdings
Washington
$4.26M -$51.7K -431 -1%
SCM
200
Saxony Capital Management
Missouri
$4.22M +$1.32M +11,008 +44%

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.