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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 %
NAM
301
NTV Asset Management
West Virginia
$955K – – –
AWM
302
Aries Wealth Management
Maine
$948K +$247K +2,715 +35%
BWA
303
BDO Wealth Advisors
Florida
$947K -$1.28K -14 -0.1%
RVPG
304
Relative Value Partners Group
$940K +$20.4K +224 +2%
GFG
305
Greystone Financial Group
Michigan
$922K +$103K +1,131 +13%
CWM
306
Cherrydale Wealth Management
New Jersey
$920K – – –
FT
307
Fiduciary Trust
Massachusetts
$918K – – –
CCM
308
Causeway Capital Management
California
$917K +$917K +10,057 New
JFG
309
JMG Financial Group
Illinois
$912K – – –
CCP
310
Cassia Capital Partners
North Carolina
$912K +$338K +3,705 +59%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
311
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$912K -$81.1M -890,000 -99%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$880K +$448K +4,913 +104%
TI
313
Trexquant Investment
Connecticut
$877K +$877K +9,622 New
MWP
314
MYCIO Wealth Partners
Pennsylvania
$875K – – –
NRC
315
New Republic Capital
North Carolina
$868K -$50K -549 -5%
WFA
316
Wellspring Financial Advisors
Ohio
$865K – – –
AT
317
American Trust
Kentucky
$861K +$861K +9,302 New
SGI
318
Summit Global Investments
Utah
$850K +$850K +9,322 New
BCM
319
Brookstone Capital Management
Illinois
$823K -$85.2K -921 -9%
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$820K – – –
OPS
321
Orion Portfolio Solutions
Nebraska
$816K +$583K +6,399 +250%
BCI
322
Brinker Capital Investments
Pennsylvania
$816K +$816K +8,956 New
CIA
323
Capital Investment Advisors
Georgia
$813K -$184K -2,020 -18%
SWP
324
Stratos Wealth Partners
Ohio
$791K -$1.56M -17,152 -66%
SAS
325
Sage Advisory Services
Texas
$786K – – –
11 12
13
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