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iShares MSCI ACWI ETF

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M
Name Holding Trade Value Shares
Change
Shares
Change %
LDB
376
Lee, Danner & Bass
Tennessee
$755K -$127K -1,250 -14%
NRC
377
New Republic Capital
North Carolina
$754K -$211K -2,072 -22%
G
378
GenTrust
Florida
$750K +$16.1K +158 +2%
FTWA
379
Fifth Third Wealth Advisors
Ohio
$743K
CCA
380
Criterion Capital Advisors
Tennessee
$743K +$743K +7,300 New
IAS
381
Insigneo Advisory Services
Florida
$739K
MA
382
Modus Advisors
Minnesota
$739K
ACA
383
Anchor Capital Advisors
Massachusetts
$738K
TC
384
Telemus Capital
Michigan
$725K -$6.72K -66 -0.9%
DJSG
385
D.J. St. Germain
Massachusetts
$709K
DZ Bank
386
DZ Bank
Germany
$704K -$49.3K -485 -7%
AT
387
American Trust
Kentucky
$704K +$112K +1,096 +19%
GF
388
Gries Financial
Ohio
$701K -$102 -1 -0%
AA
389
Advisory Alpha
Michigan
$693K -$94K -924 -12%
PWLP
390
Prio Wealth Limited Partnership
Massachusetts
$674K
AR
391
Apeiron RIA
Texas
$670K -$1.32K -13 -0.2%
TF
392
Trek Financial
Arizona
$666K
IA
393
IFP Advisors
Florida
$660K +$22.6K +222 +4%
MGP
394
Metis Global Partners
California
$659K -$2.01M -19,703 -75%
Financial Engines Advisors
395
Financial Engines Advisors
California
$657K +$2.85K +28 +0.4%
AWM
396
Apollon Wealth Management
South Carolina
$651K +$651K +6,396 New
B
397
Bailard
California
$648K -$7.43K -73 -1%
SFFS
398
Stonehage Fleming Financial Services
Jersey
$638K
RCM
399
Rain Capital Management
Oregon
$631K +$213K +2,091 +51%
QS
400
Quantitative Strategies
California
$618K -$25.4K -250 -4%