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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9.41B invested in iShares MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $7.83M

149% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 43

64% more capital invested

Capital invested by funds: $5.73B → $9.41B (+$3.68B)

23% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 176

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

12.79% more ownership

Funds ownership: 40.15%52.94% (+13%)

10% more funds holding

Funds holding: 548603 (+55)

Holders
603
Holders Change
+55
Holders Change %
+10.04%
% of All Funds
9.69%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.82%
New
107
Increased
216
Reduced
176
Closed
43
Calls
$56.8M
Puts
$7.83M
Net Calls
+$49M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
376
Cassia Capital Partners
North Carolina
$535K -$5.63M -66,942 -91%
SFFS
377
Stonehage Fleming Financial Services
Jersey
$532K
SG
378
StoneX Group
New York
$530K +$525K +6,240 New
BA
379
Ballew Advisors
Mississippi
$522K +$492K +5,848 New
SWP
380
Summit Wealth Partners
Florida
$521K -$85.6K -1,017 -14%
JWS
381
Juncture Wealth Strategies
Arizona
$518K +$65K +772 +14%
Baird Financial Group
382
Baird Financial Group
Wisconsin
$510K +$94.8K +1,126 +23%
RK
383
Rather & Kittrell
Tennessee
$509K
GWM
384
GDS Wealth Management
Texas
$505K -$20.5K -244 -4%
LJAC
385
L.J. Altfest & Co
New York
$499K +$589 +7 +0.1%
NFG
386
Nations Financial Group
Iowa
$498K +$2.36K +28 +0.5%
JIC
387
Joel Isaacson & Co
New York
$495K
NCM
388
New Capital Management
Texas
$494K -$542K -6,440 -53%
IFS
389
Ifrah Financial Services
Arkansas
$490K -$8.42K -100 -2%
PFA
390
Peak Financial Advisors
Colorado
$484K
G
391
GenTrust
Florida
$475K -$310K -3,678 -40%
ESB
392
Essex Savings Bank
Connecticut
$472K +$468K +5,562 New
ACA
393
Atlas Capital Advisors
Wyoming
$471K -$25.3K -300 -5%
CPIG
394
Chicago Partners Investment Group
Illinois
$471K -$5.05K -60 -1%
SS
395
Simplicity Solutions
Minnesota
$470K +$466K +5,537 New
PWM
396
Perigon Wealth Management
California
$467K -$127K -1,508 -22%
NGA
397
Naples Global Advisors
Florida
$457K -$4.21K -50 -0.9%
DZ Bank
398
DZ Bank
Germany
$457K +$453K +5,380 New
AWA
399
Aaron Wealth Advisors
Illinois
$455K +$452K +5,366 New
KIM
400
Karpus Investment Management
New York
$455K -$3.77M -44,849 -89%