We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
226
RDA Financial Network
Iowa
$2.34M -$62.1K -647 -2%
Capital World Investors
227
Capital World Investors
California
$2.33M +$1.28M +13,356 +113%
KFAA
228
Klaas Financial Asset Advisors
Illinois
$2.32M -$84.7K -883 -3%
AC
229
ASB Consultores
Florida
$2.3M -$19.7K -205 -0.8%
AWM
230
Activest Wealth Management
Florida
$2.3M +$2.39M +24,881 New
HL
231
Harding Loevner
New Jersey
$2.3M +$1.32M +13,790 +125%
TSS
232
Two Sigma Securities
New York
$2.2M +$2.29M +23,849 New
RFG
233
RFP Financial Group
Georgia
$2.18M +$45.8K +477 +2%
PA
234
Pinnacle Associates
New York
$2.16M +$652K +6,792 +41%
PWMAG
235
Pinnacle Wealth Management Advisory Group
New Jersey
$2.13M +$652K +6,792 +42%
SFG
236
StrategIQ Financial Group
Indiana
$2.1M -$15.5K -162 -0.7%
WGCA
237
Wolf Group Capital Advisors
Virginia
$2.09M -$121K -1,259 -5%
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$2.07M +$876K +9,130 +69%
FGAM
239
Financial Gravity Asset Management
Texas
$2.02M +$556K +5,796 +1,800%
SB
240
Strategic Blueprint
Georgia
$2.02M -$768 -8 -0%
CF
241
Cantor Fitzgerald
New York
$2.01M +$10.5K +109 +0.5%
MGIA
242
Moneta Group Investment Advisors
Missouri
$1.98M -$2.22M -23,190 -52%
Franklin Resources
243
Franklin Resources
California
$1.95M +$171K +1,780 +9%
EH
244
Equitable Holdings
New York
$1.95M +$11.8K +123 +0.6%
HWM
245
HB Wealth Management
Georgia
$1.94M -$27K -281 -1%
AAS
246
Ameritas Advisory Services
Nebraska
$1.93M +$996K +10,385 +99%
SPIA
247
Steward Partners Investment Advisory
New York
$1.92M +$149K +1,555 +8%
BJL
248
Brighton Jones LLC
Washington
$1.87M -$104K -1,079 -5%
BFG
249
Bleakley Financial Group
New Jersey
$1.86M -$611K -6,372 -24%
SS
250
Simplicity Solutions
Minnesota
$1.86M -$611K -6,372 -24%

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.