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iShares MSCI ACWI ETF

561 hedge funds and large institutions have $7.48B invested in iShares MSCI ACWI ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 198 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 186

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

1% less funds holding

Funds holding: 565561 (-4)

1.45% less ownership

Funds ownership: 45.93%44.48% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

46% less call options, than puts

Call options by funds: $14M | Put options by funds: $25.7M

57% less capital invested

Capital invested by funds: $17.3B → $7.48B (-$9.79B)

Holders
561
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
9.45%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.81%
New
54
Increased
198
Reduced
186
Closed
51
Calls
$14M
Puts
$25.7M
Net Calls
-$11.7M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
326
Bridgewater Advisors
New York
$692K -$14.1K -155 -2%
MCWS
327
McKinley Carter Wealth Services
West Virginia
$689K -$9.65K -106 -1%
BC
328
Belmont Capital
California
$681K
GFG
329
Greystone Financial Group
Michigan
$681K +$35.5K +390 +5%
NA
330
NewEdge Advisors
Louisiana
$678K +$735K +8,072 New
Baird Financial Group
331
Baird Financial Group
Wisconsin
$677K +$302K +3,319 +70%
WT
332
Whittier Trust
California
$639K
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$633K
DY
334
Dowling & Yahnke
California
$632K
ACA
335
Anchor Capital Advisors
Massachusetts
$627K +$613K +6,734 +903%
CB
336
Commerce Bank
Missouri
$625K
HCMT
337
Highland Capital Management (Tennessee)
Tennessee
$623K -$40K -440 -6%
NW
338
NewEdge Wealth
Pennsylvania
$618K +$4.73K +52 +0.7%
MA
339
Modus Advisors
Minnesota
$609K
PWM
340
Perigon Wealth Management
California
$609K
Citadel Advisors
341
Citadel Advisors
Florida
$607K -$181K -1,994 -22%
CWR
342
Chico Wealth RIA
California
$602K
Financial Engines Advisors
343
Financial Engines Advisors
California
$602K +$420K +4,620 +181%
SWP
344
Summit Wealth Partners
Florida
$600K +$91 +1 +0%
CMP
345
Courage Miller Partners
Virginia
$596K
OAM
346
Oak Asset Management
California
$596K +$646K +7,100 New
WA
347
Wealth Architects
California
$591K
DJSG
348
D.J. St. Germain
Massachusetts
$585K -$3.37K -37 -0.5%
PWLP
349
Prio Wealth Limited Partnership
Massachusetts
$583K
SPC
350
Sigma Planning Corp
Michigan
$582K -$29K -319 -4%