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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

597 hedge funds and large institutions have $9.43B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 229 reducing their positions, and 31 closing their positions.

Holders
597
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.42%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
41
Increased
188
Reduced
229
Closed
31
Calls
$307M
Puts
$286M
Net Calls
+$21.2M
Net Calls Change
-$424M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$511M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$363M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$179M
5
JHU
5
Johns Hopkins University
Maryland
$118M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$996M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$236M
3
Bank of America
3
Bank of America
North Carolina
$157M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SP
5
Sarasin & Partners
United Kingdom
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
351
Qube Research & Technologies (QRT)
United Kingdom
$661K 2,528 -92,350 -97%
NW
352
NewEdge Wealth
Pennsylvania
$658K 6,862 +156 +2%
SSWM
353
Sheets Smith Wealth Management
North Carolina
$652K 6,797 +296 +5%
KAH
354
Kathryn A. Hall
$650K 6,780 – –
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$650K 6,775 -140 -2%
AR
356
Apeiron RIA
Texas
$636K 6,630 -8,105 -55%
PWLP
357
Prio Wealth Limited Partnership
Massachusetts
$636K 6,626 – –
TF
358
Trek Financial
Arizona
$628K 6,546 +6,546 New
QS
359
Quantitative Strategies
California
$621K 6,472 +6,472 New
GF
360
Gries Financial
Ohio
$607K 6,330 -280 -4%
SFFS
361
Stonehage Fleming Financial Services
Jersey
$601K 6,269 +4,027 +180%
EAM
362
Erste Asset Management
Austria
$600K 6,321 -684 -10%
VIA
363
Vident Investment Advisory
Georgia
$599K 6,241 -473 -7%
HT
364
Headlands Technologies
Illinois
$596K 6,213 +6,213 New
WA
365
WestEnd Advisors
North Carolina
$593K 6,180 +6,180 New
SCM
366
SCS Capital Management
Massachusetts
$581K 6,054 +3,222 +114%
PWM
367
Perigon Wealth Management
California
$580K 6,044 +1,012 +20%
HCMT
368
Highland Capital Management (Tennessee)
Tennessee
$579K 6,040 +40 +0.7%
SC
369
Savant Capital
Illinois
$569K 5,932 – –
NFG
370
Nations Financial Group
Iowa
$566K 5,903 +36 +0.6%
LJAC
371
L.J. Altfest & Co
New York
$564K 5,882 +9 +0.2%
BA
372
Ballew Advisors
Mississippi
$560K 5,848 – –
JIC
373
Joel Isaacson & Co
New York
$559K 5,828 – –
OSAM
374
O'Shaughnessy Asset Management
Connecticut
$556K 5,794 -6,499 -53%
SFP
375
Strategic Financial Partners
Oregon
$551K 5,745 -35 -0.6%
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15
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