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iShares MSCI ACWI ETF

548 hedge funds and large institutions have $5.73B invested in iShares MSCI ACWI ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 206 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less call options, than puts

Call options by funds: $443M | Put options by funds: $446M

2% less funds holding

Funds holding: 561548 (-13)

4.33% less ownership

Funds ownership: 44.48%40.15% (-4.3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

21% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 206

23% less capital invested

Capital invested by funds: $7.48B → $5.73B (-$1.74B)

Holders
548
Holders Change
-13
Holders Change %
-2.32%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.78%
New
41
Increased
162
Reduced
206
Closed
48
Calls
$443M
Puts
$446M
Net Calls
-$3.13M
Net Calls Change
+$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CASB
401
Cape Ann Savings Bank
Massachusetts
$323K
WP
402
WealthSource Partners
California
$319K +$10K +116 +3%
VFO
403
Virtus Family Office
Texas
$318K +$352K +4,080 New
ACS
404
Archford Capital Strategies
Illinois
$316K
BAMG
405
Brand Asset Management Group
Missouri
$303K -$39.4K -456 -10%
EWM
406
Empirical Wealth Management
Washington
$298K +$2.16K +25 +0.7%
CWA
407
Clearview Wealth Advisors
Oregon
$291K
SI
408
Stephens Inc
Arkansas
$289K
SOS
409
Silver Oak Securities
Tennessee
$286K -$560K -6,488 -68%
EVM
410
Eaton Vance Management
Massachusetts
$284K -$15.3K -177 -5%
CDIA
411
Capital Directions Investment Advisors
Georgia
$283K -$314K -3,636 Closed
GCA
412
Greenwood Capital Associates
South Carolina
$277K +$307K +3,557 New
HW
413
Hancock Whitney
Mississippi
$271K
CI
414
Cambiar Investors
Colorado
$265K -$525K -6,080 -64%
AT
415
Arden Trust
Delaware
$264K +$10K +116 +4%
NAM
416
NTV Asset Management
West Virginia
$261K +$290K +3,352 New
GC
417
Garde Capital
Washington
$260K -$162K -1,878 -36%
KPW
418
Kore Private Wealth
New York
$260K -$1.81K -21 -0.6%
CSPIA
419
Cary Street Partners Investment Advisory
Virginia
$260K +$86 +1 +0%
WAG
420
Winthrop Advisory Group
Massachusetts
$257K -$1.38K -16 -0.5%
SC
421
Solstein Capital
California
$254K -$68.9K -797 -20%
HPA
422
High Probability Advisors
New York
$253K
UB
423
UMB Bank
Missouri
$249K
FF
424
Friedenthal Financial
New Jersey
$248K +$1.64K +19 +0.6%
SC
425
Sepio Capital
Utah
$247K