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iShares MSCI ACWI ETF

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M
Name Holding Trade Value Shares
Change
Shares
Change %
MBT
326
Montecito Bank & Trust
California
$1.12M -$15.3K -150 -1%
PAA
327
Peregrine Asset Advisers
Oregon
$1.1M -$712 -7 -0.1%
KJHP
328
K.J. Harrison & Partners
Ontario, Canada
$1.1M +$1.1M +10,844 New
CL
329
Choreo LLC
Illinois
$1.1M +$1.1M +10,843 New
ONB
330
Old National Bancorp
Indiana
$1.08M -$246K -2,413 -18%
BAM
331
Berkshire Asset Management
Pennsylvania
$1.07M
LA
332
LVW Advisors
New York
$1.07M -$330K -3,241 -24%
HNWA
333
Henrickson Nauta Wealth Advisors
Michigan
$1.06M
TI
334
Trexquant Investment
Connecticut
$1.06M +$404K +3,967 +62%
CWM
335
Cherrydale Wealth Management
New Jersey
$1.05M +$9.87K +97 +1%
SAS
336
Sage Advisory Services
Texas
$1.05M +$169K +1,665 +19%
FT
337
Fiduciary Trust
Massachusetts
$1.03M
JFG
338
JMG Financial Group
Illinois
$1.02M
SP
339
SIH Partners
Delaware
$999K +$999K +9,816 New
FCBT
340
First Citizens Bank & Trust
North Carolina
$996K -$3.46K -34 -0.3%
SP
341
Stonebrook Private
Michigan
$992K +$992K +9,749 New
CM
342
Columbus Macro
Pennsylvania
$983K -$290K -2,860 -23%
MWP
343
MYCIO Wealth Partners
Pennsylvania
$977K
CI
344
Cambiar Investors
Colorado
$977K +$123K +1,208 +14%
WFA
345
Wellspring Financial Advisors
Ohio
$966K
VFA
346
Valeo Financial Advisors
Indiana
$961K -$80.3K -789 -8%
ASFA
347
All Season Financial Advisors
Colorado
$957K +$957K +9,402 New
SW
348
SVB Wealth
Massachusetts
$936K -$427K -4,192 -31%
NS
349
NBC Securities
Alabama
$925K -$59.8K -588 -6%
NW
350
NewEdge Wealth
Pennsylvania
$915K +$217K +2,130 +31%