We are live on ! Find out more
ACWI icon

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
SFG
201
SNS Financial Group
Minnesota
$3.6M -$47.4K -431 -1%
UW
202
Unique Wealth
Florida
$3.58M +$1.86M +16,912 +113%
TSS
203
Two Sigma Securities
New York
$3.56M +$3.48M +31,681 New
BWP
204
BSW Wealth Partners
Colorado
$3.56M -$25.6K -233 -0.7%
STCOSD
205
Sageworth Trust Company of South Dakota
South Dakota
$3.49M
WDL
206
Well Done LLC
Michigan
$3.49M -$155K -1,408 -4%
SP
207
Saranac Partners
$3.37M -$511K -4,650 -13%
AA
208
Altrafin AG
$3.32M -$14.5M -131,500 -82%
EWA
209
EP Wealth Advisors
California
$3.28M -$47.7K -434 -1%
BGA
210
Battery Global Advisors
Massachusetts
$3.18M +$7.67M +69,789 +2,789%
PA
211
Pinnacle Associates
New York
$3.16M +$16.4K +149 +0.5%
PWMAG
212
Pinnacle Wealth Management Advisory Group
New Jersey
$3.12M +$16.4K +149 +0.5%
YIA
213
YHB Investment Advisors
Connecticut
$3.11M -$195K -1,775 -6%
SLT
214
St Louis Trust
Missouri
$3.09M +$1.98K +18 +0.1%
Two Sigma Investments
215
Two Sigma Investments
New York
$3.08M -$12.6M -114,800 -81%
SKK
216
Shepherd Kaplan Krochuk
Massachusetts
$3.07M +$220 +2 +0%
S
217
SignatureFD
Georgia
$3.05M -$9.23K -84 -0.3%
AO
218
Advisor OS
Illinois
$3.01M +$2.94M +26,762 New
QCG
219
Quadrant Capital Group
Ohio
$2.89M -$144K -1,309 -5%
WA
220
Waddell & Associates
Tennessee
$2.87M -$9.01K -82 -0.3%
MG
221
Marex Group
$2.82M
RFG
222
RFP Financial Group
Georgia
$2.8M +$7.91K +72 +0.3%
WCP
223
Wick Capital Partners
Pennsylvania
$2.77M +$2.71M +24,661 New
AWM
224
Austin Wealth Management
Texas
$2.74M -$14.8K -135 -0.6%
Capital World Investors
225
Capital World Investors
California
$2.67M -$335K -3,051 -11%

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.