We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

548 hedge funds and large institutions have $5.73B invested in iShares MSCI ACWI ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 206 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less call options, than puts

Call options by funds: $443M | Put options by funds: $446M

2% less funds holding

Funds holding: 561548 (-13)

4.33% less ownership

Funds ownership: 44.48%40.15% (-4.3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

21% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 206

23% less capital invested

Capital invested by funds: $7.48B → $5.73B (-$1.74B)

Holders
548
Holders Change
-13
Holders Change %
-2.32%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.78%
New
41
Increased
162
Reduced
206
Closed
48
Calls
$443M
Puts
$446M
Net Calls
-$3.13M
Net Calls Change
+$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
326
Pinnacle Wealth Management Advisory Group
New Jersey
$628K +$697K +8,064 New
ACM
327
Advisors Capital Management
New Jersey
$624K +$621K +7,187 New
FCBT
328
First Citizens Bank & Trust
North Carolina
$598K +$245K +2,834 +58%
WT
329
Whittier Trust
California
$593K
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$587K
DY
331
Dowling & Yahnke
California
$587K
DJSG
332
D.J. St. Germain
Massachusetts
$585K
ACA
333
Anchor Capital Advisors
Massachusetts
$582K
OFG
334
Oxford Financial Group
Indiana
$582K +$646K +7,479 New
CB
335
Commerce Bank
Missouri
$580K
HCMT
336
Highland Capital Management (Tennessee)
Tennessee
$568K -$10.9K -126 -2%
TC
337
Telemus Capital
Michigan
$567K -$271K -3,136 -30%
MA
338
Modus Advisors
Minnesota
$565K
CWR
339
Chico Wealth RIA
California
$559K
NW
340
Naviter Wealth
Arkansas
$558K +$619K +7,171 New
SWP
341
Summit Wealth Partners
Florida
$557K
CMP
342
Courage Miller Partners
Virginia
$553K
SGI
343
Summit Global Investments
Utah
$553K +$613K +7,100 New
AGA
344
Accuvest Global Advisors
Utah
$546K +$139K +1,608 +30%
PWM
345
Perigon Wealth Management
California
$545K -$22K -255 -4%
PWLP
346
Prio Wealth Limited Partnership
Massachusetts
$541K
WA
347
Wealth Architects
California
$538K -$11.6K -134 -2%
KAH
348
Kathryn A. Hall
$528K
JWCA
349
J.W. Cole Advisors
Florida
$526K
NYLIM
350
New York Life Investment Management
New York
$510K +$1.47K +17 +0.3%