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iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
276
Fund Evaluation Group
Ohio
$1.96M -$21.9K -229 -1%
CFO
277
Callan Family Office
Pennsylvania
$1.95M -$12.4K -130 -0.7%
JWBC
278
John W. Brooker & Co
California
$1.95M -$29.2K -305 -2%
CFG
279
CKW Financial Group
Hawaii
$1.9M +$33.7K +352 +2%
AT
280
Arlington Trust
Alabama
$1.9M +$1.79M +18,681 New
SFWC
281
Strategic Family Wealth Counselors
New Jersey
$1.89M +$875K +9,150 +97%
CPW
282
Catalyst Private Wealth
California
$1.89M -$9.76K -102 -0.5%
AWM
283
Aries Wealth Management
Maine
$1.85M +$138K +1,443 +9%
AC
284
Avestar Capital
New York
$1.82M +$1.71M +17,895 New
RWP
285
RWA Wealth Partners
Massachusetts
$1.8M +$1.69M +17,678 New
PA
286
PFW Advisors
Georgia
$1.79M +$17.9K +187 +1%
CAM
287
Cidel Asset Management
Ontario, Canada
$1.74M +$1.64M +17,131 New
CIAS
288
Capital Investment Advisory Services
North Carolina
$1.73M -$60.6K -633 -4%
PNAA
289
Pictet North America Advisors
Switzerland
$1.69M
Chevy Chase Trust
290
Chevy Chase Trust
Maryland
$1.64M -$6.03K -63 -0.4%
RFP
291
Roth Financial Partners
Texas
$1.64M -$205K -2,140 -12%
MHB
292
Midwest Heritage Bank
Iowa
$1.62M
RVPG
293
Relative Value Partners Group
$1.62M +$532K +5,563 +54%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$1.61M +$23.9K +250 +2%
ANTB
295
AMG National Trust Bank
Colorado
$1.59M
QWP
296
Quotient Wealth Partners
Texas
$1.59M +$1.49M +15,582 New
SFC
297
SYM Financial Corp
Indiana
$1.57M -$201K -2,104 -12%
Envestnet Portfolio Solutions
298
Envestnet Portfolio Solutions
Illinois
$1.55M -$153K -1,604 -10%
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$1.54M +$427K +4,461 +42%
STA
300
Summit Trail Advisors
New York
$1.54M +$23.5K +246 +2%

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.