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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 %
Creative Planning
176
Creative Planning
Kansas
$5.33M -$114K -972 -2%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$5.23M -$105K -893 -2%
MFS
178
Madrona Financial Services
Washington
$5.22M -$254K -2,161 -5%
FRA
179
Frank Rimerman Advisors
California
$5.18M -$18.4K -157 -0.4%
Aristotle Capital Management
180
Aristotle Capital Management
California
$5.08M +$5.08M +43,249 New
Victory Capital Management
181
Victory Capital Management
Texas
$4.97M -$4.72M -40,165 -49%
AM
182
Atwater Malick
Pennsylvania
$4.94M -$4.82K -41 -0.1%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$4.85M +$198K +1,682 +4%
RIS
184
Retirement Income Solutions
Michigan
$4.79M +$134K +1,142 +3%
UWM
185
USAdvisors Wealth Management
Minnesota
$4.79M -$260K -2,213 -5%
LF
186
Lee Financial
Texas
$4.76M -$19K -162 -0.4%
IWN
187
Independent Wealth Network
Iowa
$4.74M +$98.7K +840 +2%
SOS
188
Silver Oak Securities
Tennessee
$4.71M -$3.47M -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 -$15.8M -134,779 -78%
WFAG
192
Wescott Financial Advisory Group
Pennsylvania
$4.52M +$148K +1,263 +3%
PFG
193
PAX Financial Group
Texas
$4.46M -$250K -2,126 -5%
BP
194
Ballentine Partners
Massachusetts
$4.45M +$137K +1,165 +3%
CWM
195
Congress Wealth Management
Massachusetts
$4.44M +$151K +1,286 +4%
MWM
196
Moran Wealth Management
Florida
$4.41M +$4.41M +37,542 New
QCG
197
Quadrant Capital Group
Ohio
$4.39M +$980K +8,338 +29%
FC
198
Financial Council
Maryland
$4.29M -$357K -3,038 -8%
FCH
199
Freestone Capital Holdings
Washington
$4.26M -$50.6K -431 -1%
SCM
200
Saxony Capital Management
Missouri
$4.22M +$1.29M +11,008 +44%
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