ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

548 hedge funds and large institutions have $5.73B invested in iShares MSCI ACWI ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 206 reducing their positions, and 48 closing their positions.

Holders
548
Holders Change
-14
Holders Change %
-2.49%
% of All Funds
9.48%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.78%
New
40
Increased
162
Reduced
206
Closed
48
Calls
$443M
Puts
$446M
Net Calls
-$3.13M
Net Calls Change
+$8.58M

Top Buyers

1
Citigroup
1
Citigroup
New York
$213M
2
Goldman Sachs
2
Goldman Sachs
New York
$304M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$105M
4
FTUS
4
Flow Traders U.S.
New York
$68.4M
5
ERSOT
5
Employees Retirement System of Texas
Texas
$43.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$228M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$114M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
Bank of America
4
Bank of America
North Carolina
$233M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWS
376
Juncture Wealth Strategies
Arizona
$415K 5,336 -508 -9%
TCWM
377
Total Clarity Wealth Management
Illinois
$415K 5,333 – –
DCM
378
Disciplina Capital Management
Tennessee
$415K 5,326 – –
RWA
379
Ropes Wealth Advisors
Massachusetts
$413K 5,309 – –
ECG
380
Edge Capital Group
Georgia
$410K 5,273 – –
RPSA
381
Richard P. Slaughter Associates
Texas
$410K 5,270 +5,270 New
CWM
382
Circle Wealth Management
New Jersey
$406K 5,219 – –
VAS
383
Vestmark Advisory Solutions
Massachusetts
$389K 4,999 +4,999 New
C1AG
384
Client 1st Advisory Group
Florida
$383K 4,920 – –
BA
385
Bellwether Advisors
Nebraska
$382K 4,910 -3,889 -44%
ASN
386
Advisory Services Network
Georgia
$381K 4,899 -129 -3%
Baird Financial Group
387
Baird Financial Group
Wisconsin
$380K 4,878 -3,194 -40%
EFS
388
Essex Financial Services
Connecticut
$369K 4,738 – –
BC
389
Belmont Capital
California
$360K 4,630 -3,492 -43%
SFG
390
Summit Financial Group
West Virginia
$349K 4,485 +970 +28%
Wealthfront Advisers
391
Wealthfront Advisers
California
$346K 4,442 +1,229 +38%
RC
392
Rovin Capital
Arizona
$344K 4,422 – –
RCM
393
Rain Capital Management
Oregon
$337K 4,333 – –
SYBT
394
Stock Yards Bank & Trust
Kentucky
$337K 4,325 +4,325 New
ACI
395
Alpha Cubed Investments
California
$335K 4,300 +4,300 New
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$333K 4,275 -4,131 -49%
FLPIM
397
F.L. Putnam Investment Management
Massachusetts
$332K 4,272 -957 -18%
BPA
398
Beacon Pointe Advisors
California
$326K 4,193 -134 -3%
NWM
399
Northwest Wealth Management
Iowa
$326K 4,184 -31 -0.7%
CASB
400
Cape Ann Savings Bank
Massachusetts
$323K 4,147 – –
14 15
16
17 18