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iShares MSCI ACWI ETF

548 hedge funds and large institutions have $5.73B invested in iShares MSCI ACWI ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 206 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less call options, than puts

Call options by funds: $443M | Put options by funds: $446M

2% less funds holding

Funds holding: 561548 (-13)

4.33% less ownership

Funds ownership: 44.48%40.15% (-4.3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

21% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 206

23% less capital invested

Capital invested by funds: $7.48B → $5.73B (-$1.74B)

Holders
548
Holders Change
-13
Holders Change %
-2.32%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.78%
New
41
Increased
162
Reduced
206
Closed
48
Calls
$443M
Puts
$446M
Net Calls
-$3.13M
Net Calls Change
+$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
276
Heritage Wealth Management (Arizona)
Arizona
$877K -$174K -2,013 -15%
KIA
277
KCM Investment Advisors
California
$868K -$570K -6,600 -37%
SPC
278
Sigma Planning Corp
Michigan
$868K +$365K +4,221 +61%
MBT
279
Montecito Bank & Trust
California
$865K +$72.4K +838 +8%
CIBC World Market
280
CIBC World Market
Ontario, Canada
$862K -$23.8K -276 -2%
TWP
281
TFO Wealth Partners
Ohio
$858K -$345K -3,988 -27%
VFA
282
Valeo Financial Advisors
Indiana
$834K +$64.8K +750 +8%
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$831K -$19K -220 -2%
HNWA
284
Henrickson Nauta Wealth Advisors
Michigan
$831K -$8.03K -93 -0.9%
BAM
285
Berkshire Asset Management
Pennsylvania
$822K
FT
286
Fiduciary Trust
Massachusetts
$821K -$20.1K -233 -2%
SAF
287
Smith Anglin Financial
Texas
$813K +$902K +10,444 New
CPW
288
Catalyst Private Wealth
California
$812K -$107K -1,244 -11%
NW
289
NewEdge Wealth
Pennsylvania
$811K +$264K +3,059 +42%
M&T Bank
290
M&T Bank
New York
$810K
EAM
291
Erste Asset Management
Austria
$806K
Financial Engines Advisors
292
Financial Engines Advisors
California
$805K +$274K +3,175 +44%
GRP
293
Global Retirement Partners
California
$805K +$815K +9,433 +3,230%
BWA
294
BDO Wealth Advisors
Florida
$803K -$1.21K -14 -0.1%
RVPG
295
Relative Value Partners Group
$800K +$888K +10,282 New
HW
296
Hamilton Wealth
California
$795K +$438K +5,070 +99%
CWM
297
Cherrydale Wealth Management
New Jersey
$780K +$86 +1 +0%
JFG
298
JMG Financial Group
Illinois
$778K
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
$777K +$862K +9,983 New
BCM
300
Brookstone Capital Management
Illinois
$768K -$80.5K -932 -9%