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iShares MSCI ACWI ETF

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 41 funds opening new positions, 162 increasing their positions, 206 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less call options, than puts

Call options by funds: $443M | Put options by funds: $446M

2% less funds holding

Funds holding: 561548 (-13)

4.33% less ownership

Funds ownership: 44.48%40.15% (-4.3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

21% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 206

23% less capital invested

Capital invested by funds: $7.48B → $5.73B (-$1.74B)

Holders
548
Holders Change
-13
Holders Change %
-2.32%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.78%
New
41
Increased
162
Reduced
206
Closed
48
Calls
$443M
Puts
$446M
Net Calls
-$3.13M
Net Calls Change
+$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
376
RFG Advisory
Alabama
$422K -$12.9K -149 -3%
JWS
377
Juncture Wealth Strategies
Arizona
$415K -$43.9K -508 -9%
TCWM
378
Total Clarity Wealth Management
Illinois
$415K
DCM
379
Disciplina Capital Management
Tennessee
$415K
RWA
380
Ropes Wealth Advisors
Massachusetts
$413K
ECG
381
Edge Capital Group
Georgia
$410K
RPSA
382
Richard P. Slaughter Associates
Texas
$410K +$455K +5,270 New
CWM
383
Circle Wealth Management
New Jersey
$406K
VAS
384
Vestmark Advisory Solutions
Massachusetts
$389K +$432K +4,999 New
C1AG
385
Client 1st Advisory Group
Florida
$383K
BA
386
Bellwether Advisors
Nebraska
$382K -$336K -3,889 -44%
ASN
387
Advisory Services Network
Georgia
$381K -$11.1K -129 -3%
Baird Financial Group
388
Baird Financial Group
Wisconsin
$380K -$276K -3,194 -40%
EFS
389
Essex Financial Services
Connecticut
$369K
BC
390
Belmont Capital
California
$360K -$302K -3,492 -43%
SFG
391
Summit Financial Group
West Virginia
$349K +$83.8K +970 +28%
Wealthfront Advisers
392
Wealthfront Advisers
California
$346K +$106K +1,229 +38%
RC
393
Rovin Capital
Arizona
$344K
RCM
394
Rain Capital Management
Oregon
$337K
SYBT
395
Stock Yards Bank & Trust
Kentucky
$337K +$374K +4,325 New
ACI
396
Alpha Cubed Investments
California
$335K +$371K +4,300 New
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$333K -$357K -4,131 -49%
FLPIM
398
F.L. Putnam Investment Management
Massachusetts
$332K -$82.7K -957 -18%
BPA
399
Beacon Pointe Advisors
California
$326K -$11.6K -134 -3%
NWM
400
Northwest Wealth Management
Iowa
$326K -$2.68K -31 -0.7%