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iShares MSCI ACWI ETF

561 hedge funds and large institutions have $7.48B invested in iShares MSCI ACWI ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 198 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 186

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

1% less funds holding

Funds holding: 565561 (-4)

1.45% less ownership

Funds ownership: 45.93%44.48% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

46% less call options, than puts

Call options by funds: $14M | Put options by funds: $25.7M

57% less capital invested

Capital invested by funds: $17.3B → $7.48B (-$9.79B)

Holders
561
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
9.45%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.81%
New
54
Increased
198
Reduced
186
Closed
51
Calls
$14M
Puts
$25.7M
Net Calls
-$11.7M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CPW
276
Catalyst Private Wealth
California
$980K -$679K -7,458 -39%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$953K +$119K +1,307 +13%
AR
278
Advisory Research
Illinois
$952K -$1.17M -12,888 -53%
GC
279
Gould Capital
Washington
$950K +$914K +10,039 +784%
BCM
280
Brookstone Capital Management
Illinois
$927K -$165K -1,812 -14%
National Bank of Canada
281
National Bank of Canada
Quebec, Canada
$919K +$59.6K +655 +6%
FT
282
Fiduciary Trust
Massachusetts
$905K
HNWA
283
Henrickson Nauta Wealth Advisors
Michigan
$904K -$21.1K -232 -2%
CAN
284
Cetera Advisor Networks
California
$892K +$60.2K +661 +7%
RSWM
285
Robertson Stephens Wealth Management
California
$890K
BAM
286
Berkshire Asset Management
Pennsylvania
$886K +$961K +10,556 New
EAM
287
Erste Asset Management
Austria
$876K
TC
288
Telemus Capital
Michigan
$875K -$48.5K -533 -5%
BWA
289
BDO Wealth Advisors
Florida
$867K +$8.28K +91 +0.9%
CFGS
290
Concourse Financial Group Securities
Alabama
$864K +$333K +3,656 +55%
MBT
291
Montecito Bank & Trust
California
$862K -$75.1K -825 -7%
FEM
292
Fulcrum Equity Management
Texas
$853K +$163K +1,793 +21%
BL
293
Balentine LLC
Georgia
$843K +$12.4K +136 +1%
CWM
294
Cherrydale Wealth Management
New Jersey
$840K +$9.1K +100 +1%
JFG
295
JMG Financial Group
Illinois
$839K +$14.3K +157 +2%
VFA
296
Valeo Financial Advisors
Indiana
$836K +$32.6K +358 +4%
SOS
297
Silver Oak Securities
Tennessee
$830K -$378K -4,156 -30%
M&T Bank
298
M&T Bank
New York
$829K -$297K -3,259 -24%
MGIA
299
Moneta Group Investment Advisors
Missouri
$801K +$635K +6,972 +271%
PVH
300
Psagot Value Holdings
Israel
$800K -$101K -1,105 -10%