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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$941M
2
UBS Group
UBS Group
Switzerland
+$525M
3
CGPCS
Capital Group Private Client Services
California
+$424M
4
CWM
CIBC World Markets
New York
+$356M
5
Goldman Sachs
Goldman Sachs
New York
+$310M

Top Sellers

1
MCM
MKP Capital Management
New York
-$324M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$254M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$231M
4
Jane Street
Jane Street
New York
-$208M
5
EW
Evoke Wealth
California
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
251
RDA Financial Network
Iowa
$2.37M -$209K -2,053 -8%
WFAG
252
Wescott Financial Advisory Group
Pennsylvania
$2.37M +$406K +3,985 +21%
Franklin Resources
253
Franklin Resources
California
$2.34M +$184K +1,812 +9%
MML Investors Services
254
MML Investors Services
Massachusetts
$2.34M +$1.21M +11,894 +107%
SFG
255
StrategIQ Financial Group
Indiana
$2.32M -$814 -8 -0%
Jennison Associates
256
Jennison Associates
New York
$2.3M -$2.92M -28,684 -56%
WGCA
257
Wolf Group Capital Advisors
Virginia
$2.29M +$121K +1,262 +6%
ACM
258
Advisors Capital Management
New Jersey
$2.25M +$2.25M +22,137 New
BJL
259
Brighton Jones LLC
Washington
$2.24M +$178K +1,748 +9%
MGIA
260
Moneta Group Investment Advisors
Missouri
$2.24M +$57.1K +561 +3%
SC
261
Scotia Capital
Ontario, Canada
$2.22M +$702K +6,903 +46%
SB
262
Strategic Blueprint
Georgia
$2.2M -$27.2K -267 -1%
HWM
263
HB Wealth Management
Georgia
$2.13M +$204 +2 +0%
SPIA
264
Steward Partners Investment Advisory
New York
$2.11M – – –
FGAM
265
Financial Gravity Asset Management
Texas
$2.06M +$103K +322 +5%
SS
266
Simplicity Solutions
Minnesota
$2.02M -$25.7K -253 -1%
BFG
267
Bleakley Financial Group
New Jersey
$2.02M -$25.7K -253 -1%
EH
268
Equitable Holdings
New York
$2.01M -$137K -1,345 -6%
CLOS
269
Compagnie Lombard Odier SCmA
Switzerland
$2.01M – – –
OAM
270
Oppenheimer Asset Management
New York
$2M +$2M +19,666 New
SCM
271
Stonehearth Capital Management
Massachusetts
$2M +$2M +19,657 New
Schroder Investment Management Group
272
Schroder Investment Management Group
United Kingdom
$1.97M -$776K -7,622 -28%
FEG
273
Fund Evaluation Group
Ohio
$1.96M -$23.3K -229 -1%
CFO
274
Callan Family Office
Pennsylvania
$1.95M -$13.2K -130 -0.7%
JWBC
275
John W. Brooker & Co
California
$1.95M -$31K -305 -2%
9 10
11
12 13