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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 %
BWP
201
BSW Wealth Partners
Colorado
$3.51M +$60.7K +551 +2%
WSTAM
202
Wilbanks Smith & Thomas Asset Management
Virginia
$3.49M -$231K -2,093 -6%
Lazard Asset Management
203
Lazard Asset Management
New York
$3.48M -$25.1M -228,041 -88%
STCOSD
204
Sageworth Trust Company of South Dakota
South Dakota
$3.42M -$1.83M -16,600 -35%
SCM
205
Saxony Capital Management
Missouri
$3.39M +$15.4K +140 +0.5%
CA
206
Cetera Advisors
Colorado
$3.26M +$2.7M +24,494 +479%
EWA
207
EP Wealth Advisors
California
$3.26M -$93.7K -851 -3%
YIA
208
YHB Investment Advisors
Connecticut
$3.24M -$743K -6,750 -19%
HIIFS
209
Harel Insurance Investments & Financial Services
Israel
$3.19M -$4.85M -44,270 -60%
Stifel Financial
210
Stifel Financial
Missouri
$3.17M -$7.12M -64,672 -69%
PA
211
Pinnacle Associates
New York
$3.08M – – –
PWMAG
212
Pinnacle Wealth Management Advisory Group
New Jersey
$3.04M – – –
SLT
213
St Louis Trust
Missouri
$3.03M -$294K -2,670 -9%
SKK
214
Shepherd Kaplan Krochuk
Massachusetts
$3.01M – – –
S
215
SignatureFD
Georgia
$3M +$24.6K +223 +0.8%
WFAG
216
Wescott Financial Advisory Group
Pennsylvania
$2.99M +$426K +3,871 +17%
SF
217
Synovus Financial
Georgia
$2.97M – – –
QCG
218
Quadrant Capital Group
Ohio
$2.97M -$49.3K -448 -2%
Capital World Investors
219
Capital World Investors
California
$2.95M -$3.75M -34,019 -56%
CAN
220
Cetera Advisor Networks
California
$2.93M -$53.6K -487 -2%
HCC
221
Hirtle Callaghan & Co
Pennsylvania
$2.89M -$182K -1,650 -6%
WA
222
Waddell & Associates
Tennessee
$2.82M -$58.3K -529 -2%
MAP
223
Managed Asset Portfolios
Michigan
$2.79M -$3.56M -32,349 -56%
RFG
224
RFP Financial Group
Georgia
$2.74M +$59.5K +540 +2%
AWM
225
Activest Wealth Management
Florida
$2.71M +$4.63K +42 +0.2%
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