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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
276
Polaris Wealth Advisory Group
California
$1.41M +$71.5K +745 +5%
SB
277
Sunflower Bank
Texas
$1.39M
ASW
278
Astoria Strategic Wealth
Texas
$1.38M
SC
279
Scotia Capital
Ontario, Canada
$1.38M +$118K +1,225 +9%
STA
280
Summit Trail Advisors
New York
$1.37M +$6.33K +66 +0.4%
FCA
281
FinTrust Capital Advisors
South Carolina
$1.36M
Nomura Asset Management
282
Nomura Asset Management
Japan
$1.35M -$114K -1,186 -8%
HTC
283
Haverford Trust Company
Pennsylvania
$1.35M -$10.1K -105 -0.7%
LA
284
LVW Advisors
New York
$1.27M -$461K -4,810 -26%
AIA
285
Angeles Investment Advisors
California
$1.26M +$87.1K +908 +7%
SW
286
SVB Wealth
Massachusetts
$1.24M -$979K -10,204 -43%
CIBC World Market
287
CIBC World Market
Ontario, Canada
$1.21M -$760K -7,921 -38%
ONB
288
Old National Bancorp
Indiana
$1.21M -$43.9K -458 -3%
EDRH
289
Edmond de Rothschild Holding
Switzerland
$1.18M +$174K +1,810 +16%
CM
290
Columbus Macro
Pennsylvania
$1.16M -$35.8K -373 -3%
EF
291
Empirical Finance
Pennsylvania
$1.15M
IFAM
292
Institutional & Family Asset Management
Colorado
$1.14M
SFS
293
Sowell Financial Services
Arkansas
$1.13M +$7.39K +77 +0.6%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$1.12M +$510K +5,315 +78%
LBC
295
Lowe Brockenbrough & Co
Virginia
$1.11M
PFA
296
Pure Financial Advisors
California
$1.09M +$24.8K +259 +2%
YIH
297
Y-Intercept (HK)
Hong Kong
$1.09M +$1.13M +11,754 New
CCP
298
Cassia Capital Partners
North Carolina
$1.08M -$89.6K -934 -7%
TWP
299
TFO Wealth Partners
Ohio
$1.08M
ECM
300
Evergreen Capital Management
Washington
$1.06M

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.