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iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
226
Squarepoint
New York
$3.1M -$11.6M -120,969 -80%
EWA
227
EP Wealth Advisors
California
$3.1M -$118K -1,233 -4%
SLT
228
St Louis Trust
Missouri
$3.07M +$154K +1,606 +6%
HCC
229
Hirtle Callaghan & Co
Pennsylvania
$2.84M +$41.1K +430 +2%
PA
230
Pinnacle Associates
New York
$2.84M +$434K +4,536 +19%
PWMAG
231
Pinnacle Wealth Management Advisory Group
New Jersey
$2.81M +$434K +4,536 +20%
QCG
232
Quadrant Capital Group
Ohio
$2.79M -$401K -4,196 -13%
PF
233
Phoenix Financial
Israel
$2.78M -$38K -397 -1%
SKK
234
Shepherd Kaplan Krochuk
Massachusetts
$2.78M +$2.61M +27,292 New
CAN
235
Cetera Advisor Networks
California
$2.75M +$27.2K +284 +1%
BA
236
Brightwater Advisory
Florida
$2.75M +$2.59M +27,047 New
S
237
SignatureFD
Georgia
$2.75M -$12.1K -126 -0.5%
SF
238
Synovus Financial
Georgia
$2.75M -$3.92K -41 -0.2%
MWM
239
Moran Wealth Management
Florida
$2.67M +$2.19M +22,934 +691%
WA
240
Waddell & Associates
Tennessee
$2.66M -$29.5K -308 -1%
AWM
241
Austin Wealth Management
Texas
$2.59M -$80.6K -842 -3%
PCIA
242
Prime Capital Investment Advisors
Kansas
$2.58M +$2.43M +25,396 New
TCMP
243
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.58M -$42.9K -448 -2%
WCP
244
Wick Capital Partners
Pennsylvania
$2.51M +$2.36M +24,705 New
AWM
245
Activest Wealth Management
Florida
$2.5M -$33.7K -352 -1%
KFAA
246
Klaas Financial Asset Advisors
Illinois
$2.48M -$72.3K -756 -3%
AC
247
Adroit Compliance
$2.48M +$2.34M +24,412 New
RFG
248
RFP Financial Group
Georgia
$2.47M +$71.9K +752 +3%
AC
249
ASB Consultores
Florida
$2.45M -$81.8K -855 -3%
ACP
250
Arcus Capital Partners
Georgia
$2.44M +$2.29M +23,945 New

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.