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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9.41B invested in iShares MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $7.83M

149% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 43

64% more capital invested

Capital invested by funds: $5.73B → $9.41B (+$3.68B)

23% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 176

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

12.79% more ownership

Funds ownership: 40.15%52.94% (+13%)

10% more funds holding

Funds holding: 548603 (+55)

Holders
603
Holders Change
+55
Holders Change %
+10.04%
% of All Funds
9.69%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.82%
New
107
Increased
216
Reduced
176
Closed
43
Calls
$56.8M
Puts
$7.83M
Net Calls
+$49M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
326
Relative Value Partners Group
$856K -$16.2K -192 -2%
BCM
327
Brookstone Capital Management
Illinois
$856K -$7.32K -87 -0.9%
FT
328
Fiduciary Trust
Massachusetts
$855K -$40.4K -480 -5%
NRC
329
New Republic Capital
North Carolina
$855K +$848K +10,071 New
JFG
330
JMG Financial Group
Illinois
$849K
CAM
331
Cidel Asset Management
Ontario, Canada
$844K +$343K +4,075 +69%
MG
332
Marex Group
$842K +$835K +9,919 New
TW
333
TrinityPoint Wealth
Connecticut
$832K +$825K +9,799 New
MWP
334
MYCIO Wealth Partners
Pennsylvania
$815K
WFA
335
Wellspring Financial Advisors
Ohio
$806K
FCAM
336
First Citizens Asset Management
North Carolina
$767K -$52.5K -624 -6%
LNWWM
337
Laird Norton Wetherby Wealth Management
California
$763K +$3.11K +37 +0.4%
GFG
338
Greystone Financial Group
Michigan
$763K +$756K +8,988 New
TC
339
Telemus Capital
Michigan
$759K +$120K +1,430 +20%
MCWS
340
McKinley Carter Wealth Services
West Virginia
$752K +$64.7K +769 +10%
SAS
341
Sage Advisory Services
Texas
$732K
DJSG
342
D.J. St. Germain
Massachusetts
$716K +$832K +9,884 +142%
PA
343
Pinnacle Associates
New York
$712K
William Blair & Company
344
William Blair & Company
Illinois
$708K -$34.4K -409 -5%
SPW
345
Sonoma Private Wealth
California
$701K +$695K +8,260 New
AIM
346
Alhambra Investment Management
Florida
$697K -$28.2K -335 -4%
LFA
347
LGT Financial Advisors
Texas
$696K +$690K +8,202 New
PWMAG
348
Pinnacle Wealth Management Advisory Group
New Jersey
$684K
WA
349
Wealth Architects
California
$664K +$77.5K +921 +13%
AWM
350
Aries Wealth Management
Maine
$652K +$206K +2,446 +47%