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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 %
VIA
351
Vident Investment Advisory
Georgia
$612K -$37.3K -409 -6%
NW
352
NewEdge Wealth
Pennsylvania
$611K -$42.8K -469 -7%
PWLP
353
Prio Wealth Limited Partnership
Massachusetts
$604K -$29.6K -325 -5%
GF
354
Gries Financial
Ohio
$603K -$395K -4,330 -40%
SSWM
355
Sheets Smith Wealth Management
North Carolina
$593K +$9.57K +105 +2%
NYLIM
356
New York Life Investment Management
New York
$587K +$156K +1,707 +36%
MG
357
Mather Group
Illinois
$571K -$35.1K -385 -6%
CAM
358
Cidel Asset Management
Ontario, Canada
$559K -$347K -3,804 -38%
RK
359
Rather & Kittrell
Tennessee
$557K +$10K +110 +2%
BA
360
Ballew Advisors
Mississippi
$554K – – –
HCMT
361
Highland Capital Management (Tennessee)
Tennessee
$547K +$547K +6,000 New
Baird Financial Group
362
Baird Financial Group
Wisconsin
$546K -$1.09K -12 -0.2%
HPM
363
Hoxton Planning & Management
West Virginia
$546K -$88.7K -973 -14%
Financial Engines Advisors
364
Financial Engines Advisors
California
$544K -$496K -5,437 -48%
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$543K +$151K +1,657 +38%
HWM
366
Hemington Wealth Management
Virginia
$542K -$113K -1,238 -17%
Capital Research Global Investors
367
Capital Research Global Investors
California
$541K -$535K -5,932 -50%
SC
368
Savant Capital
Illinois
$541K +$541K +5,932 New
LJAC
369
L.J. Altfest & Co
New York
$535K – – –
NFG
370
Nations Financial Group
Iowa
$535K – – –
JIC
371
Joel Isaacson & Co
New York
$531K – – –
SFP
372
Strategic Financial Partners
Oregon
$527K -$47.9K -525 -8%
GWM
373
GDS Wealth Management
Texas
$525K -$17K -187 -3%
IFS
374
Ifrah Financial Services
Arkansas
$522K -$4.38K -48 -0.8%
G
375
GenTrust
Florida
$521K +$10.2K +112 +2%
13 14
15
16 17