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iShares MSCI ACWI ETF

561 hedge funds and large institutions have $7.48B invested in iShares MSCI ACWI ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 198 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 186

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

1% less funds holding

Funds holding: 565561 (-4)

1.45% less ownership

Funds ownership: 45.93%44.48% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

46% less call options, than puts

Call options by funds: $14M | Put options by funds: $25.7M

57% less capital invested

Capital invested by funds: $17.3B → $7.48B (-$9.79B)

Holders
561
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
9.45%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.81%
New
54
Increased
198
Reduced
186
Closed
51
Calls
$14M
Puts
$25.7M
Net Calls
-$11.7M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$348K
D
402
Dentgroup
Louisiana
$347K +$728 +8 +0.2%
BRWA
403
B. Riley Wealth Advisors
Florida
$344K +$6.74K +74 +2%
SC
404
Solstein Capital
California
$341K -$2.73M -29,995 -88%
ACS
405
Archford Capital Strategies
Illinois
$340K
BA
406
Bridge Advisory
California
$337K -$251K -2,760 -41%
WP
407
WealthSource Partners
California
$334K +$45.9K +504 +14%
ACA
408
Aptus Capital Advisors
Alabama
$332K +$270K +2,965 +299%
EVM
409
Eaton Vance Management
Massachusetts
$321K -$115K -1,263 -25%
EWM
410
Empirical Wealth Management
Washington
$319K +$90.3K +992 +35%
TCA
411
Transcend Capital Advisors
New Jersey
$319K +$346K +3,804 New
CWA
412
Clearview Wealth Advisors
Oregon
$313K +$3.28K +36 +1%
SI
413
Stephens Inc
Arkansas
$311K
CDIA
414
Capital Directions Investment Advisors
Georgia
$305K
CPIG
415
Chicago Partners Investment Group
Illinois
$297K +$1.36K +15 +0.5%
SFG
416
Summit Financial Group
West Virginia
$295K +$39.1K +430 +14%
HW
417
Hancock Whitney
Mississippi
$292K
RBA
418
Richard Bernstein Advisors
New York
$290K -$414K -4,550 -57%
SWP
419
ShoreHaven Wealth Partners
New Jersey
$284K -$4.67M -51,290 -94%
KPW
420
Kore Private Wealth
New York
$282K
CSPIA
421
Cary Street Partners Investment Advisory
Virginia
$281K +$304K +3,345 New
PF
422
Phoenix Financial
Israel
$279K +$1.09K +12 +0.4%
WAG
423
Winthrop Advisory Group
Massachusetts
$278K +$91 +1 +0%
BEC
424
Blue Edge Capital
Virginia
$275K -$97.7K -1,074 -25%
AT
425
Arden Trust
Delaware
$274K +$16K +176 +6%