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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$941M
2
UBS Group
UBS Group
Switzerland
+$525M
3
CGPCS
Capital Group Private Client Services
California
+$424M
4
CWM
CIBC World Markets
New York
+$356M
5
Goldman Sachs
Goldman Sachs
New York
+$310M

Top Sellers

1
MCM
MKP Capital Management
New York
-$324M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$254M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$231M
4
Jane Street
Jane Street
New York
-$208M
5
EW
Evoke Wealth
California
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
276
CKW Financial Group
Hawaii
$1.9M +$35.8K +352 +2%
AT
277
Arlington Trust
Alabama
$1.9M +$1.9M +18,681 New
SFWC
278
Strategic Family Wealth Counselors
New Jersey
$1.89M +$931K +9,150 +97%
CPW
279
Catalyst Private Wealth
California
$1.89M -$10.4K -102 -0.5%
AWM
280
Aries Wealth Management
Maine
$1.85M +$147K +1,443 +9%
AC
281
Avestar Capital
New York
$1.82M +$1.82M +17,895 New
RWP
282
RWA Wealth Partners
Massachusetts
$1.8M +$1.8M +17,678 New
PA
283
PFW Advisors
Georgia
$1.79M +$19K +187 +1%
CAM
284
Cidel Asset Management
Ontario, Canada
$1.74M +$1.74M +17,131 New
CIAS
285
Capital Investment Advisory Services
North Carolina
$1.73M -$64.4K -633 -4%
PNAA
286
Pictet North America Advisors
Switzerland
$1.69M – – –
Chevy Chase Trust
287
Chevy Chase Trust
Maryland
$1.64M -$6.41K -63 -0.4%
RFP
288
Roth Financial Partners
Texas
$1.64M -$218K -2,140 -12%
MHB
289
Midwest Heritage Bank
Iowa
$1.62M – – –
RVPG
290
Relative Value Partners Group
$1.62M +$566K +5,563 +54%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$1.61M +$25.4K +250 +2%
ANTB
292
AMG National Trust Bank
Colorado
$1.59M – – –
QWP
293
Quotient Wealth Partners
Texas
$1.59M +$1.59M +15,582 New
SFC
294
SYM Financial Corp
Indiana
$1.57M -$214K -2,104 -12%
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$1.55M -$163K -1,604 -10%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$1.54M +$454K +4,461 +42%
STA
297
Summit Trail Advisors
New York
$1.54M +$25K +246 +2%
SWP
298
Stratos Wealth Partners
Ohio
$1.53M -$243K -2,387 -14%
ASW
299
Astoria Strategic Wealth
Texas
$1.51M -$14.9K -146 -1%
EDRH
300
Edmond de Rothschild Holding
Switzerland
$1.51M +$204K +2,000 +16%
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