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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
SWP
301
Stratos Wealth Partners
Ohio
$1.53M -$228K -2,387 -14%
ASW
302
Astoria Strategic Wealth
Texas
$1.51M -$14K -146 -1%
EDRH
303
Edmond de Rothschild Holding
Switzerland
$1.51M +$191K +2,000 +16%
FCA
304
FinTrust Capital Advisors
South Carolina
$1.5M
HTC
305
Haverford Trust Company
Pennsylvania
$1.48M
SB
306
Sunflower Bank
Texas
$1.48M -$49.7K -520 -3%
MFIM
307
Mesirow Financial Investment Management
Illinois
$1.47M +$1.38M +14,466 New
FEM
308
Fulcrum Equity Management
Texas
$1.47M +$724K +7,566 +110%
AF
309
Advisornet Financial
Minnesota
$1.39M -$165K -1,724 -11%
PCMC
310
Planning Capital Management Corporation
Pennsylvania
$1.36M +$1.28M +13,381 New
GWWM
311
Great Waters Wealth Management
Minnesota
$1.36M -$192K -2,006 -13%
CF
312
Cantor Fitzgerald
New York
$1.33M -$834K -8,722 -40%
FAIM
313
Financial Advocates Investment Management
Washington
$1.33M +$824K +8,609 +203%
Nomura Asset Management
314
Nomura Asset Management
Japan
$1.32M -$152K -1,591 -11%
AIA
315
Angeles Investment Advisors
California
$1.32M -$60.1K -628 -5%
LNWWM
316
Laird Norton Wetherby Wealth Management
California
$1.31M +$393K +4,111 +47%
EF
317
Empirical Finance
Pennsylvania
$1.27M
CCM
318
Causeway Capital Management
California
$1.26M +$155K +1,615 +15%
IFAM
319
Institutional & Family Asset Management
Colorado
$1.25M
GFG
320
Greystone Financial Group
Michigan
$1.24M +$133K +1,386 +13%
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$1.24M +$10.8K +113 +0.9%
PFA
322
Pure Financial Advisors
California
$1.24M +$33.1K +346 +3%
CCP
323
Cassia Capital Partners
North Carolina
$1.19M -$1.72K -18 -0.2%
ECM
324
Evergreen Capital Management
Washington
$1.17M
TWP
325
TFO Wealth Partners
Ohio
$1.15M +$10.1K +106 +0.9%

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.