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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
351
Commerce Bank
Missouri
$689K
D
352
Dentgroup
Louisiana
$679K
SSWM
353
Sheets Smith Wealth Management
North Carolina
$678K +$52.5K +547 +8%
JWS
354
Juncture Wealth Strategies
Arizona
$677K -$58K -604 -8%
FTWA
355
Fifth Third Wealth Advisors
Ohio
$674K +$700K +7,300 New
IAS
356
Insigneo Advisory Services
Florida
$671K
MA
357
Modus Advisors
Minnesota
$671K
ACA
358
Anchor Capital Advisors
Massachusetts
$670K -$21.6K -225 -3%
G
359
GenTrust
Florida
$666K +$5.95K +62 +0.9%
TC
360
Telemus Capital
Michigan
$664K
FCAM
361
First Citizens Asset Management
North Carolina
$647K -$69.1K -720 -9%
DJSG
362
D.J. St. Germain
Massachusetts
$644K
PAG
363
Private Advisor Group
New Jersey
$639K -$65.9K -687 -9%
FEM
364
Fulcrum Equity Management
Texas
$637K -$348K -3,624 -34%
GF
365
Gries Financial
Ohio
$637K +$54K +563 +9%
NW
366
NewEdge Wealth
Pennsylvania
$634K
PWLP
367
Prio Wealth Limited Partnership
Massachusetts
$612K
AR
368
Apeiron RIA
Texas
$609K -$3.17K -33 -0.5%
TF
369
Trek Financial
Arizona
$605K
NYLIM
370
New York Life Investment Management
New York
$595K +$191K +1,986 +45%
B
371
Bailard
California
$595K +$618K +6,440 New
Financial Engines Advisors
372
Financial Engines Advisors
California
$594K +$68.6K +715 +13%
TI
373
Trexquant Investment
Connecticut
$594K -$189K -1,965 -23%
SPC
374
Sigma Planning Corp
Michigan
$592K -$274K -2,858 -31%
QS
375
Quantitative Strategies
California
$584K -$14.4K -150 -2%

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.