We are live on ! Find out more
ACWI icon

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
Morgan Stanley
1
Morgan Stanley
New York
$856M -$27.6M -229,841 -3%
JHU
2
Johns Hopkins University
Maryland
$452M -$284M -2,366,334 -38%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$286M +$6.66M +55,462 +2%
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$282M +$72.2M +601,720 +33%
MCM
5
MKP Capital Management
New York
$263M -$84M -699,825 -24%
PEGL
6
P/E Global LLC
Massachusetts
$262M +$13.7M +114,345 +5%
Wells Fargo
7
Wells Fargo
California
$227M +$79.3M +661,137 +52%
Bank of America
8
Bank of America
North Carolina
$217M -$226M -1,886,471 -51%
QC
9
Qalhat Capital
British Virgin Islands
$210M +$135M +1,127,675 +172%
ST
10
Sageworth Trust
Pennsylvania
$206M -$222K -1,848 -0.1%
Allianz Asset Management
11
Allianz Asset Management
Germany
$203M +$23M +192,070 +12%
CGPCS
12
Capital Group Private Client Services
California
$189M +$192M +1,601,205 +21,865%
IC
13
Iconiq Capital
California
$184M -$7.06M -58,864 -4%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165M +$139M +1,162,209 +481%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$163M +$11.3M +94,541 +7%
GM
16
Granger Management
New York
$157M +$115M +959,000 +252%
SFA
17
Sequoia Financial Advisors
Ohio
$153M +$4.03M +33,587 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$142M +$34.2M +284,882 +31%
HMH
19
Hackensack Meridian Health
New Jersey
$114M
Goldman Sachs
20
Goldman Sachs
New York
$111M -$109M -911,091 -49%
DCM
21
Dimension Capital Management
Florida
$107M +$1.32K +11 +0%
UBS Group
22
UBS Group
Switzerland
$102M +$7.51M +62,603 +8%
EW
23
Evoke Wealth
California
$99.5M -$2.09M -17,442 -2%
Capital International Investors
24
Capital International Investors
California
$97.3M +$61.4M +511,716 +163%
PP
25
Prudential plc
United Kingdom
$91.5M +$17.5M +145,724 +23%

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.