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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
BWCS
301
Beirne Wealth Consulting Services
Connecticut
$1.06M
AGA
302
Accuvest Global Advisors
Utah
$1.05M -$362K -3,770 -25%
KIA
303
KCM Investment Advisors
California
$1.03M
MBT
304
Montecito Bank & Trust
California
$1.03M
MML Investors Services
305
MML Investors Services
Massachusetts
$1.02M -$270K -2,811 -20%
PAA
306
Peregrine Asset Advisers
Oregon
$1M +$1.04M +10,864 New
GFG
307
Greystone Financial Group
Michigan
$999K +$38.1K +397 +4%
MFG
308
Merit Financial Group
Georgia
$997K -$707K -7,367 -41%
CCM
309
Causeway Capital Management
California
$991K +$1.03M +10,732 New
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$982K +$464K +4,839 +84%
BAM
311
Berkshire Asset Management
Pennsylvania
$975K
Capital Research Global Investors
312
Capital Research Global Investors
California
$969K +$627K +6,537 +166%
HNWA
313
Henrickson Nauta Wealth Advisors
Michigan
$962K -$18.1K -189 -2%
RVPG
314
Relative Value Partners Group
$954K
VFA
315
Valeo Financial Advisors
Indiana
$945K -$124K -1,297 -11%
CWM
316
Cherrydale Wealth Management
New Jersey
$942K
FT
317
Fiduciary Trust
Massachusetts
$936K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
318
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$924K -$191M -1,990,000 -100%
JFG
319
JMG Financial Group
Illinois
$924K
FCBT
320
First Citizens Bank & Trust
North Carolina
$907K -$97.2K -1,013 -9%
NS
321
NBC Securities
Alabama
$894K +$929K +9,683 New
MWP
322
MYCIO Wealth Partners
Pennsylvania
$887K
WFA
323
Wellspring Financial Advisors
Ohio
$877K
NRC
324
New Republic Capital
North Carolina
$875K
SFWC
325
Strategic Family Wealth Counselors
New Jersey
$873K -$6.24K -65 -0.7%

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.