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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

591 hedge funds and large institutions have $9.58B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.67%
New
59
Increased
154
Reduced
248
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.66B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$634M
3
MCM
MKP Capital Management
New York
$526M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$273M
5
FTUS
Flow Traders U.S.
New York
$135M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$112M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$306K
3
Goldman Sachs
Goldman Sachs
New York
$324M
4
Bessemer Group
Bessemer Group
New Jersey
$43.4M
5
CGPCS
Capital Group Private Client Services
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
276
FinTrust Capital Advisors
South Carolina
$1.25M – – –
FA
277
FDx Advisors
Illinois
$1.24M – – –
AIA
278
Angeles Investment Advisors
California
$1.18M – – –
MIFH
279
Migdal Insurance & Financial Holdings
Israel
$1.16M -$204K -2,240 -15%
Wealth Enhancement Advisory Services
280
Wealth Enhancement Advisory Services
Minnesota
$1.15M -$2.7M -29,588 -70%
PA
281
Pinnacle Associates
New York
$1.14M +$374K +4,108 +49%
EF
282
Empirical Finance
Pennsylvania
$1.14M +$38.5K +422 +3%
FAIM
283
Financial Advocates Investment Management
Washington
$1.14M +$1.02M +22,529 +835%
V
284
Veritable
Delaware
$1.13M -$3.76M -41,277 -77%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$1.12M -$396K -4,343 -26%
IFAM
286
Institutional & Family Asset Management
Colorado
$1.12M -$1.82M -20,011 -62%
PWMAG
287
Pinnacle Wealth Management Advisory Group
New Jersey
$1.11M +$374K +4,108 +51%
LBC
288
Lowe Brockenbrough & Co
Virginia
$1.1M -$623K -6,830 -36%
HF
289
HRT Financial
New York
$1.09M +$629K +6,899 +136%
SPC
290
Sigma Planning Corp
Michigan
$1.08M +$108K +1,189 +11%
VFA
291
Valeo Financial Advisors
Indiana
$1.03M +$49.4K +542 +5%
KIA
292
KCM Investment Advisors
California
$1.02M – – –
MBT
293
Montecito Bank & Trust
California
$1.01M – – –
TWP
294
TFO Wealth Partners
Ohio
$1.01M +$989K +10,847 +4,093%
CIBC World Market
295
CIBC World Market
Ontario, Canada
$1.01M -$6.93K -76 -0.7%
GRP
296
Global Retirement Partners
California
$996K -$146K -1,606 -13%
SFWC
297
Strategic Family Wealth Counselors
New Jersey
$985K -$3.12M -34,258 -76%
HNWA
298
Henrickson Nauta Wealth Advisors
Michigan
$967K -$6.47K -71 -0.7%
BAM
299
Berkshire Asset Management
Pennsylvania
$962K – – –
PFA
300
Pure Financial Advisors
California
$955K -$54.6K -599 -5%
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12
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