ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

591 hedge funds and large institutions have $9.58B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.67%
New
59
Increased
154
Reduced
248
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$724M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$633M
3
MCM
MKP Capital Management
New York
+$389M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$273M
5
FTUS
Flow Traders U.S.
New York
+$135M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$535M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$401M
3
Goldman Sachs
Goldman Sachs
New York
-$294M
4
Bessemer Group
Bessemer Group
New Jersey
-$256M
5
CGPCS
Capital Group Private Client Services
California
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
376
Peak Financial Advisors
Colorado
$519K -$273 -3 -0.1%
DCM
377
Disciplina Capital Management
Tennessee
$516K +$28.2K +309 +6%
EWA
378
Evolution Wealth Advisors
Florida
$494K +$206K +2,263 +72%
BPA
379
Beacon Pointe Advisors
California
$493K +$67.8K +744 +16%
AWA
380
Aaron Wealth Advisors
Illinois
$489K – – –
MFG
381
Magnus Financial Group
New York
$489K +$16.4K +180 +3%
ACA
382
Atlas Capital Advisors
Wyoming
$488K -$18.2K -200 -4%
NGA
383
Naples Global Advisors
Florida
$486K -$4.56K -50 -0.9%
SWP
384
Summit Wealth Partners
Florida
$481K -$78.4K -860 -14%
CWM
385
Circle Wealth Management
New Jersey
$477K – – –
CPIG
386
Chicago Partners Investment Group
Illinois
$477K +$5.16K +56 +1%
ECG
387
Edge Capital Group
Georgia
$462K – – –
PWM
388
Perigon Wealth Management
California
$459K -$42.4K -465 -8%
M&T Bank
389
M&T Bank
New York
$455K -$147K -1,611 -24%
IWM
390
IHT Wealth Management
Illinois
$453K -$138K -1,511 -23%
SPWG
391
Syntegra Private Wealth Group
Missouri
$452K – – –
C1AG
392
Client 1st Advisory Group
Florida
$449K – – –
AP
393
Americana Partners
Texas
$448K – – –
EWM
394
Empirical Wealth Management
Washington
$438K – – –
CMP
395
Courage Miller Partners
Virginia
$433K – – –
EFS
396
Essex Financial Services
Connecticut
$432K – – –
RA
397
RFG Advisory
Alabama
$430K +$3.37K +37 +0.8%
BA
398
Bellwether Advisors
Nebraska
$426K -$16.1K -177 -4%
JWS
399
Juncture Wealth Strategies
Arizona
$424K -$133K -1,457 -24%
BC
400
Belmont Capital
California
$422K – – –
14 15
16
17 18