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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

591 hedge funds and large institutions have $9.58B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.67%
New
59
Increased
154
Reduced
248
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$724M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$633M
3
MCM
MKP Capital Management
New York
+$389M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$273M
5
FTUS
Flow Traders U.S.
New York
+$135M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$535M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$401M
3
Goldman Sachs
Goldman Sachs
New York
-$294M
4
Bessemer Group
Bessemer Group
New Jersey
-$256M
5
CGPCS
Capital Group Private Client Services
California
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
326
Ropes Wealth Advisors
Massachusetts
$779K +$153K +1,681 +24%
AIM
327
Alhambra Investment Management
Florida
$768K +$19.1K +210 +3%
BCM
328
Becker Capital Management
Oregon
$757K +$757K +8,300 New
SPW
329
Sonoma Private Wealth
California
$753K – – –
William Blair & Company
330
William Blair & Company
Illinois
$747K -$13.4K -147 -2%
FCAM
331
First Citizens Asset Management
North Carolina
$719K +$27.8K +305 +4%
WA
332
Wealth Architects
California
$705K -$8.84K -97 -1%
NA
333
NewEdge Advisors
Louisiana
$703K +$105K +1,157 +18%
FEM
334
Fulcrum Equity Management
Texas
$702K -$228K -2,498 -24%
PAG
335
Private Advisor Group
New Jersey
$695K -$2.68M -29,427 -79%
WT
336
Whittier Trust
California
$694K – – –
CI
337
Cambiar Investors
Colorado
$692K +$344K +3,779 +99%
FWIA
338
Fort Washington Investment Advisors
Ohio
$688K – – –
ACA
339
Anchor Capital Advisors
Massachusetts
$682K – – –
CB
340
Commerce Bank
Missouri
$680K – – –
D
341
Dentgroup
Louisiana
$669K +$3.19K +35 +0.5%
MA
342
Modus Advisors
Minnesota
$662K – – –
HW
343
Hamilton Wealth
California
$658K -$414K -4,540 -39%
TC
344
Telemus Capital
Michigan
$655K -$139K -1,530 -18%
PVH
345
Psagot Value Holdings
Israel
$654K -$18.4K -207 -3%
EAM
346
Erste Asset Management
Austria
$632K +$632K +7,005 New
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$630K -$57.1K -626 -8%
MA
348
Mutual Advisors
Nebraska
$628K -$3.19K -35 -0.5%
KAH
349
Kathryn A. Hall
$618K – – –
IA
350
IFP Advisors
Florida
$612K +$6.14K +84 +1%
12 13
14
15 16