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iShares MSCI ACWI ETF

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
351
NTV Asset Management
West Virginia
$898K -$3.05K -30 -0.3%
WT
352
Whittier Trust
California
$886K +$78.9K +775 +10%
GRP
353
Global Retirement Partners
California
$884K +$20.2K +201 +2%
SCM
354
Steele Capital Management
Iowa
$866K +$866K +8,510 New
NF
355
NavPoint Financial
Minnesota
$865K +$865K +8,501 New
Aristotle Capital Management
356
Aristotle Capital Management
California
$862K +$862K +8,467 New
CIA
357
Choate Investment Advisors
Massachusetts
$856K +$734K +7,213 +604%
NA
358
NewEdge Advisors
Louisiana
$853K +$1.43K +14 +0.2%
BCM
359
Becker Capital Management
Oregon
$845K
MFG
360
Merit Financial Group
Georgia
$844K -$255K -2,506 -23%
SPW
361
Sonoma Private Wealth
California
$841K
AAS
362
Ameritas Advisory Services
Nebraska
$833K -$1.35M -12,911 -62%
William Blair & Company
363
William Blair & Company
Illinois
$832K -$8.75K -86 -1%
CIA
364
Capital Investment Advisors
Georgia
$819K -$76.7K -754 -9%
SSWM
365
Sheets Smith Wealth Management
North Carolina
$818K +$71K +698 +10%
AIM
366
Alhambra Investment Management
Florida
$817K +$4.17K +41 +0.5%
PAG
367
Private Advisor Group
New Jersey
$813K +$109K +1,075 +16%
SW
368
SteelPeak Wealth
California
$812K -$3.73M -36,607 -82%
CA
369
Clearstead Advisors
Ohio
$800K -$768K -7,542 -49%
WA
370
Wealth Architects
California
$788K
MIFH
371
Migdal Insurance & Financial Holdings
Israel
$776K -$139K -1,365 -15%
SWA
372
SFMG Wealth Advisors
Texas
$773K +$773K +7,592 New
Wealthfront Advisers
373
Wealthfront Advisers
California
$772K +$223K +2,196 +41%
FWIA
374
Fort Washington Investment Advisors
Ohio
$768K
CB
375
Commerce Bank
Missouri
$759K