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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
SW
351
SVB Wealth
Massachusetts
$936K -$401K -4,192 -31%
NS
352
NBC Securities
Alabama
$925K -$56.3K -588 -6%
NW
353
NewEdge Wealth
Pennsylvania
$915K +$204K +2,130 +31%
NAM
354
NTV Asset Management
West Virginia
$898K -$2.87K -30 -0.3%
WT
355
Whittier Trust
California
$886K +$74.1K +775 +10%
GRP
356
Global Retirement Partners
California
$884K +$19.2K +201 +2%
SCM
357
Steele Capital Management
Iowa
$866K +$814K +8,510 New
NF
358
NavPoint Financial
Minnesota
$865K +$813K +8,501 New
Aristotle Capital Management
359
Aristotle Capital Management
California
$862K +$810K +8,467 New
CIA
360
Choate Investment Advisors
Massachusetts
$856K +$690K +7,213 +604%
NA
361
NewEdge Advisors
Louisiana
$853K +$1.34K +14 +0.2%
BCM
362
Becker Capital Management
Oregon
$845K
MFG
363
Merit Financial Group
Georgia
$844K -$240K -2,506 -23%
SPW
364
Sonoma Private Wealth
California
$841K
AAS
365
Ameritas Advisory Services
Nebraska
$833K -$1.24M -12,911 -62%
William Blair & Company
366
William Blair & Company
Illinois
$832K -$8.23K -86 -1%
CIA
367
Capital Investment Advisors
Georgia
$819K -$72.1K -754 -9%
SSWM
368
Sheets Smith Wealth Management
North Carolina
$818K +$66.8K +698 +10%
AIM
369
Alhambra Investment Management
Florida
$817K +$3.92K +41 +0.5%
PAG
370
Private Advisor Group
New Jersey
$813K +$103K +1,075 +16%
SW
371
SteelPeak Wealth
California
$812K -$3.5M -36,607 -82%
CA
372
Clearstead Advisors
Ohio
$800K -$722K -7,542 -49%
WA
373
Wealth Architects
California
$788K
MIFH
374
Migdal Insurance & Financial Holdings
Israel
$776K -$131K -1,365 -15%
SWA
375
SFMG Wealth Advisors
Texas
$773K +$726K +7,592 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.