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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

597 hedge funds and large institutions have $9.43B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 229 reducing their positions, and 31 closing their positions.

Holders
597
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.42%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
41
Increased
188
Reduced
229
Closed
31
Calls
$307M
Puts
$286M
Net Calls
+$21.2M
Net Calls Change
-$424M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$511M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$363M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$179M
5
JHU
5
Johns Hopkins University
Maryland
$118M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$996M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$236M
3
Bank of America
3
Bank of America
North Carolina
$157M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SP
5
Sarasin & Partners
United Kingdom
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
IFS
376
Ifrah Financial Services
Arkansas
$551K 5,741 +13 +0.2%
Financial Engines Advisors
377
Financial Engines Advisors
California
$548K 5,714 -251 -4%
GWM
378
GDS Wealth Management
Texas
$539K 5,614 -149 -3%
PFA
379
Peak Financial Advisors
Colorado
$538K 5,612 -86 -2%
SFG
380
Summit Financial Group
West Virginia
$536K 5,587 +1,000 +22%
HWM
381
Hemington Wealth Management
Virginia
$534K 5,569 -380 -6%
EWA
382
Evolution Wealth Advisors
Florida
$520K 5,423 – –
WAP
383
Wealthcare Advisory Partners
Pennsylvania
$517K 5,392 -569 -10%
AWA
384
Aaron Wealth Advisors
Illinois
$515K 5,366 – –
MFG
385
Magnus Financial Group
New York
$514K 5,361 +2 +0%
ACA
386
Atlas Capital Advisors
Wyoming
$514K 5,353 – –
HPM
387
Hoxton Planning & Management
West Virginia
$510K 5,315 -676 -11%
CPIG
388
Chicago Partners Investment Group
Illinois
$504K 5,188 +19 +0.4%
RK
389
Rather & Kittrell
Tennessee
$503K 5,242 -864 -14%
CWM
390
Circle Wealth Management
New Jersey
$503K 5,240 +12 +0.2%
SAF
391
Smith Anglin Financial
Texas
$499K 5,204 -17,889 -77%
SWP
392
Summit Wealth Partners
Florida
$491K 5,113 -160 -3%
ECG
393
Edge Capital Group
Georgia
$486K 5,068 -4 -0.1%
AP
394
Americana Partners
Texas
$479K 4,992 +75 +2%
M&T Bank
395
M&T Bank
New York
$478K 4,987 – –
C1AG
396
Client 1st Advisory Group
Florida
$472K 4,920 – –
SPWG
397
Syntegra Private Wealth Group
Missouri
$470K 4,902 -52 -1%
NGA
398
Naples Global Advisors
Florida
$469K 4,885 -450 -8%
EWM
399
Empirical Wealth Management
Washington
$465K 4,850 +45 +0.9%
CMP
400
Courage Miller Partners
Virginia
$456K 4,750 – –
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16
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