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iShares MSCI ACWI ETF

671 hedge funds and large institutions have $9.48B invested in iShares MSCI ACWI ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 201 increasing their positions, 226 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

5% less call options, than puts

Call options by funds: $208M | Put options by funds: $220M

2% less funds holding

Funds holding: 682671 (-11)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

7.14% less ownership

Funds ownership: 56.02%48.88% (-7.1%)

10% less capital invested

Capital invested by funds: $10.5B → $9.48B (-$1.06B)

11% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 226

Holders
671
Holders Change
-11
Holders Change %
-1.61%
% of All Funds
9.64%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.67%
New
40
Increased
201
Reduced
226
Closed
39
Calls
$208M
Puts
$220M
Net Calls
-$11.5M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$898M -$38.3M -334,033 -4%
JHU
2
Johns Hopkins University
Maryland
$743M +$32.2M +280,828 +5%
Bank of America
3
Bank of America
North Carolina
$446M +$332K +2,898 +0.1%
MCM
4
MKP Capital Management
New York
$351M +$149M +1,303,325 +80%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$285M -$359M -3,129,599 -57%
PEGL
6
P/E Global LLC
Massachusetts
$253M -$18.1M -158,058 -7%
Goldman Sachs
7
Goldman Sachs
New York
$222M -$23.9M -208,652 -10%
OCBCO
8
Oversea-Chinese Banking Corp (OCBC)
Singapore
$215M -$29.5M -257,500 -13%
ST
9
Sageworth Trust
Pennsylvania
$210M
IC
10
Iconiq Capital
California
$194M +$895K +7,811 +0.5%
Allianz Asset Management
11
Allianz Asset Management
Germany
$184M +$42.8M +373,760 +32%
SP
12
Sarasin & Partners
United Kingdom
$165M -$470K -4,100 -0.3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$154M -$1.62M -14,137 -1%
Wells Fargo
14
Wells Fargo
California
$152M +$1.5M +13,050 +1%
SFA
15
Sequoia Financial Advisors
Ohio
$151M +$3.32M +29,008 +2%
HMH
16
Hackensack Meridian Health
New Jersey
$116M -$52.7M -460,000 -32%
JP Morgan Chase
17
JP Morgan Chase
New York
$111M +$12.1M +105,951 +13%
Nomura Asset Management
18
Nomura Asset Management
Japan
$110M +$104M +910,603 +16,345%
DCM
19
Dimension Capital Management
Florida
$109M +$3.36M +29,296 +3%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$107M -$92.6M -807,848 -47%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$107M +$5.9M +51,481 +6%
EW
22
Evoke Wealth
California
$103M +$99M +864,393 New
MC
23
Minot Capital
Colorado
$102M
UBS Group
24
UBS Group
Switzerland
$96.8M -$262M -2,288,437 -74%
BWL
25
Bogart Wealth LLC
Virginia
$83.5M +$516K +4,507 +0.6%

ACWI Hedge Fund Activity: Q3 2024 in Review

671 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2024, worth a combined $9.48B — down 10% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ACWI positions and 39 closed out — a net gain of 1 holder — while 201 added to existing stakes and 226 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $149M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $359M.

  • 671 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2024, down from 682 in Q2 2024.
  • Funds reported $9.48B of iShares MSCI ACWI ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 40 funds opened new iShares MSCI ACWI ETF positions in Q3 2024 and 39 closed out, a net change of +1 holder.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2024 was MKP Capital Management, an estimated $149M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $359M sold.

Based on aggregated 13F filings for Q3 2024.