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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
Capital Research Global Investors
251
Capital Research Global Investors
California
$2.44M +$1.28M +13,418 +128%
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$2.38M -$11.7M -122,505 -84%
RFN
253
RDA Financial Network
Iowa
$2.37M -$196K -2,053 -8%
WFAG
254
Wescott Financial Advisory Group
Pennsylvania
$2.37M +$381K +3,985 +21%
Franklin Resources
255
Franklin Resources
California
$2.34M +$173K +1,812 +9%
MML Investors Services
256
MML Investors Services
Massachusetts
$2.34M +$1.14M +11,894 +107%
SFG
257
StrategIQ Financial Group
Indiana
$2.32M -$765 -8 -0%
Jennison Associates
258
Jennison Associates
New York
$2.3M -$2.74M -28,684 -56%
WGCA
259
Wolf Group Capital Advisors
Virginia
$2.29M +$121K +1,262 +6%
ACM
260
Advisors Capital Management
New Jersey
$2.25M +$2.12M +22,137 New
BJL
261
Brighton Jones LLC
Washington
$2.24M +$167K +1,748 +9%
MGIA
262
Moneta Group Investment Advisors
Missouri
$2.24M +$53.7K +561 +3%
SC
263
Scotia Capital
Ontario, Canada
$2.22M +$660K +6,903 +46%
SB
264
Strategic Blueprint
Georgia
$2.2M -$25.5K -267 -1%
HWM
265
HB Wealth Management
Georgia
$2.13M +$191 +2 +0%
SPIA
266
Steward Partners Investment Advisory
New York
$2.11M
FGAM
267
Financial Gravity Asset Management
Texas
$2.06M +$30.8K +322 +5%
MG
268
Marex Group
$2.03M -$122M -1,275,608 -97%
BFG
269
Bleakley Financial Group
New Jersey
$2.02M -$24.2K -253 -1%
SS
270
Simplicity Solutions
Minnesota
$2.02M -$24.2K -253 -1%
EH
271
Equitable Holdings
New York
$2.01M -$129K -1,345 -6%
CLOS
272
Compagnie Lombard Odier SCmA
Switzerland
$2.01M
OAM
273
Oppenheimer Asset Management
New York
$2M +$1.88M +19,666 New
SCM
274
Stonehearth Capital Management
Massachusetts
$2M +$1.88M +19,657 New
Schroder Investment Management Group
275
Schroder Investment Management Group
United Kingdom
$1.97M -$729K -7,622 -28%

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.