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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
DT
201
Diversified Trust
Tennessee
$4.14M +$3K +25 +0.1%
VCM
202
Vivaldi Capital Management
Illinois
$4.07M +$10.7K +89 +0.3%
CGL
203
Clarius Group LLC
Washington
$4.06M
SI
204
Sava Infond
Slovenia
$3.93M +$4.01M +33,450 New
AGA
205
Arkos Global Advisors
Texas
$3.93M -$216K -1,800 -5%
IPW
206
Intergy Private Wealth
Colorado
$3.9M +$120 +1 +0%
SHJ
207
Sharkey, Howes & Javer
Colorado
$3.87M +$272K +2,270 +7%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$3.79M +$1.36M +11,343 +54%
PA
209
Pinnacle Associates
New York
$3.74M +$466K +3,883 +14%
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$3.73M -$16K -133 -0.4%
MIA
211
MainStreet Investment Advisors
Illinois
$3.69M
WDL
212
Well Done LLC
Michigan
$3.67M
STCOSD
213
Sageworth Trust Company of South Dakota
South Dakota
$3.65M
Capital Research Global Investors
214
Capital Research Global Investors
California
$3.65M +$1.69M +14,045 +83%
SC
215
Scotia Capital
Ontario, Canada
$3.64M +$2.15M +17,945 +137%
BWP
216
BSW Wealth Partners
Colorado
$3.63M +$31.2K +260 +0.8%
EWA
217
EP Wealth Advisors
California
$3.61M +$42.4K +353 +1%
PWMAG
218
Pinnacle Wealth Management Advisory Group
New Jersey
$3.6M +$290K +2,415 +9%
AO
219
Advisor OS
Illinois
$3.51M +$288K +2,399 +9%
AA
220
Altrafin AG
$3.47M
HT
221
Headlands Technologies
Illinois
$3.43M +$1.86M +15,512 +113%
SFG
222
SNS Financial Group
Minnesota
$3.4M -$110K -919 -3%
KP
223
Keel Point
Alabama
$3.38M -$51.7K -431 -1%
RFG
224
RFP Financial Group
Georgia
$3.28M +$121K +1,005 +4%
RSF
225
Rik Saylor Financial
Ohio
$3.23M +$3.3M +27,529 New

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.