We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

565 hedge funds and large institutions have $17.3B invested in iShares MSCI ACWI ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 212 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more capital invested

Capital invested by funds: $9.48B → $17.3B (+$7.79B)

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

1% more funds holding

Funds holding: 560565 (+5)

10.65% less ownership

Funds ownership: 56.58%45.93% (-11%)

12% less call options, than puts

Call options by funds: $76.7M | Put options by funds: $87.4M

22% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 212

Holders
565
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
8.91%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
0.77%
New
54
Increased
165
Reduced
212
Closed
43
Calls
$76.7M
Puts
$87.4M
Net Calls
-$10.7M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
351
Strategic Financial Partners
Oregon
$577K
RA
352
RFG Advisory
Alabama
$575K -$17.1K -172 -3%
JIC
353
Joel Isaacson & Co
New York
$565K -$79.7K -800 -12%
NGA
354
Naples Global Advisors
Florida
$565K
ERWM
355
Elk River Wealth Management
Colorado
$564K -$98.6K -990 -15%
ACA
356
Atlas Capital Advisors
Wyoming
$557K +$29.9K +300 +6%
RK
357
Rather & Kittrell
Tennessee
$553K -$1.89K -19 -0.3%
ECG
358
Edge Capital Group
Georgia
$551K -$736K -7,391 -57%
BAMG
359
Brand Asset Management Group
Missouri
$548K +$15.9K +160 +3%
AGA
360
Accuvest Global Advisors
Utah
$539K
RC
361
Rovin Capital
Arizona
$539K
5L
362
55I LLC
Massachusetts
$538K -$156K -1,564 -22%
RWA
363
Ropes Wealth Advisors
Massachusetts
$529K +$52.1K +523 +11%
DCM
364
Disciplina Capital Management
Tennessee
$527K +$82.2K +825 +19%
FLPIM
365
F.L. Putnam Investment Management
Massachusetts
$522K -$74.2K -745 -12%
GC
366
Garde Capital
Washington
$521K +$299 +3 +0.1%
CWM
367
Circle Wealth Management
New Jersey
$520K +$100 +1 +0%
CAM
368
Cidel Asset Management
Ontario, Canada
$518K -$110K -1,100 -17%
EVM
369
Eaton Vance Management
Massachusetts
$507K
CWM
370
CCG Wealth Management
California
$507K +$506K +5,080 New
C1AG
371
Client 1st Advisory Group
Florida
$506K
BFG
372
Barber Financial Group
Kansas
$504K -$130K -1,302 -20%
RCG
373
Regatta Capital Group
California
$503K -$16.8K -169 -3%
SG
374
StoneX Group
New York
$476K +$251K +2,515 +112%
Baird Financial Group
375
Baird Financial Group
Wisconsin
$474K -$263K -2,635 -36%