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iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
326
Sowell Financial Services
Arkansas
$1.15M -$95.3K -996 -8%
KIA
327
KCM Investment Advisors
California
$1.14M
JCM
328
Janney Capital Management
Pennsylvania
$1.13M +$1.06M +11,053 New
MBT
329
Montecito Bank & Trust
California
$1.12M -$14.3K -150 -1%
PAA
330
Peregrine Asset Advisers
Oregon
$1.1M -$670 -7 -0.1%
KJHP
331
K.J. Harrison & Partners
Ontario, Canada
$1.1M +$1.04M +10,844 New
CL
332
Choreo LLC
Illinois
$1.1M +$1.04M +10,843 New
ONB
333
Old National Bancorp
Indiana
$1.08M -$231K -2,413 -18%
BAM
334
Berkshire Asset Management
Pennsylvania
$1.07M
LA
335
LVW Advisors
New York
$1.07M -$310K -3,241 -24%
HNWA
336
Henrickson Nauta Wealth Advisors
Michigan
$1.06M
TI
337
Trexquant Investment
Connecticut
$1.06M +$380K +3,967 +62%
CWM
338
Cherrydale Wealth Management
New Jersey
$1.05M +$9.28K +97 +1%
SAS
339
Sage Advisory Services
Texas
$1.05M +$159K +1,665 +19%
FT
340
Fiduciary Trust
Massachusetts
$1.03M
JFG
341
JMG Financial Group
Illinois
$1.02M
SP
342
SIH Partners
Delaware
$999K +$939K +9,816 New
FCBT
343
First Citizens Bank & Trust
North Carolina
$996K -$3.25K -34 -0.3%
SP
344
Stonebrook Private
Michigan
$992K +$933K +9,749 New
CM
345
Columbus Macro
Pennsylvania
$983K -$274K -2,860 -23%
MWP
346
MYCIO Wealth Partners
Pennsylvania
$977K
CI
347
Cambiar Investors
Colorado
$977K +$116K +1,208 +14%
WFA
348
Wellspring Financial Advisors
Ohio
$966K
VFA
349
Valeo Financial Advisors
Indiana
$961K -$75.5K -789 -8%
ASFA
350
All Season Financial Advisors
Colorado
$957K +$899K +9,402 New

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.