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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
376
Stonehage Fleming Financial Services
Jersey
$579K
IA
377
IFP Advisors
Florida
$579K -$98.8K -1,030 -14%
VA
378
Vident Advisory
Georgia
$576K +$599K +6,241 New
HCMT
379
Highland Capital Management (Tennessee)
Tennessee
$558K
ACA
380
Atlas Capital Advisors
Wyoming
$551K +$58.8K +613 +11%
SC
381
Savant Capital
Illinois
$547K -$1.25K -13 -0.2%
NFG
382
Nations Financial Group
Iowa
$545K
JIC
383
Joel Isaacson & Co
New York
$538K
AT
384
American Trust
Kentucky
$538K -$363K -3,787 -39%
BA
385
Ballew Advisors
Mississippi
$537K +$3.84K +40 +0.7%
SFP
386
Strategic Financial Partners
Oregon
$531K
IFS
387
Ifrah Financial Services
Arkansas
$529K -$959 -10 -0.2%
PWM
388
Perigon Wealth Management
California
$528K -$31.2K -325 -5%
Renaissance Technologies
389
Renaissance Technologies
New York
$527K +$547K +5,700 New
GWM
390
GDS Wealth Management
Texas
$512K -$7.1K -74 -1%
LJAC
391
L.J. Altfest & Co
New York
$503K -$41.8K -436 -7%
EWA
392
Evolution Wealth Advisors
Florida
$501K
DZ Bank
393
DZ Bank
Germany
$501K -$38.3K -399 -7%
Wealthfront Advisers
394
Wealthfront Advisers
California
$498K +$93.2K +971 +22%
HPM
395
Hoxton Planning & Management
West Virginia
$496K +$5.28K +55 +1%
AWA
396
Aaron Wealth Advisors
Illinois
$496K
RK
397
Rather & Kittrell
Tennessee
$484K
MA
398
Mutual Advisors
Nebraska
$480K -$163K -1,699 -25%
MFG
399
Magnus Financial Group
New York
$479K -$16.6K -173 -3%
SWP
400
Summit Wealth Partners
Florida
$472K

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.