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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
326
Credit Suisse
Switzerland
$845K -$16.4M -170,467 -95%
MIFH
327
Migdal Insurance & Financial Holdings
Israel
$831K -$192 -2 -0%
NAM
328
NTV Asset Management
West Virginia
$818K -$48K -500 -5%
CIA
329
Capital Investment Advisors
Georgia
$813K -$14.9K -155 -2%
LNWWM
330
Laird Norton Wetherby Wealth Management
California
$806K -$31.2K -325 -4%
LDB
331
Lee, Danner & Bass
Tennessee
$801K +$614K +6,400 +282%
BCI
332
Brinker Capital Investments
Pennsylvania
$800K -$6.33K -66 -0.8%
OPS
333
Orion Portfolio Solutions
Nebraska
$800K -$6.33K -66 -0.8%
SAS
334
Sage Advisory Services
Texas
$797K
ZIG
335
Zurich Insurance Group
Switzerland
$796K +$403K +4,203 +96%
EP
336
Edgestream Partners
New Jersey
$789K +$445K +4,634 +119%
RWA
337
Ropes Wealth Advisors
Massachusetts
$787K -$1.05K -11 -0.1%
GRP
338
Global Retirement Partners
California
$783K -$123K -1,280 -13%
CI
339
Cambiar Investors
Colorado
$775K +$805K +8,388 New
NA
340
NewEdge Advisors
Louisiana
$771K -$2.59K -27 -0.3%
BCM
341
Becker Capital Management
Oregon
$767K
William Blair & Company
342
William Blair & Company
Illinois
$763K +$19.7K +205 +3%
SPW
343
Sonoma Private Wealth
California
$763K
AIM
344
Alhambra Investment Management
Florida
$737K +$1.92K +20 +0.3%
BPA
345
Beacon Pointe Advisors
California
$735K +$508K +5,291 +198%
WT
346
Whittier Trust
California
$733K +$29.9K +312 +4%
WA
347
Wealth Architects
California
$715K
AA
348
Advisory Alpha
Michigan
$715K -$272K -2,833 -27%
BCM
349
Brookstone Capital Management
Illinois
$707K -$80.8K -842 -10%
FWIA
350
Fort Washington Investment Advisors
Ohio
$697K

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.