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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9.41B invested in iShares MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $7.83M

149% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 43

64% more capital invested

Capital invested by funds: $5.73B → $9.41B (+$3.68B)

23% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 176

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

12.79% more ownership

Funds ownership: 40.15%52.94% (+13%)

10% more funds holding

Funds holding: 548603 (+55)

Holders
603
Holders Change
+55
Holders Change %
+10.04%
% of All Funds
9.69%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.82%
New
107
Increased
216
Reduced
176
Closed
43
Calls
$56.8M
Puts
$7.83M
Net Calls
+$49M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
401
Disciplina Capital Management
Tennessee
$455K +$2.44K +29 +0.5%
TCWM
402
Total Clarity Wealth Management
Illinois
$453K
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$451K +$84 +1 +0%
CWM
404
Circle Wealth Management
New Jersey
$444K +$757 +9 +0.2%
MFG
405
Magnus Financial Group
New York
$440K -$22.5K -267 -5%
HSA
406
HBK Sorce Advisory
Pennsylvania
$437K +$433K +5,146 New
SFG
407
Summit Financial Group
West Virginia
$432K +$50.5K +600 +13%
HF
408
HRT Financial
New York
$431K -$15.6M -185,299 -97%
ECG
409
Edge Capital Group
Georgia
$431K -$16.9K -201 -4%
RA
410
RFG Advisory
Alabama
$430K -$31.7K -377 -7%
ACM
411
Arlington Capital Management
Illinois
$424K +$420K +4,995 New
SPWG
412
Syntegra Private Wealth Group
Missouri
$420K +$417K +4,954 New
MW
413
Marcum Wealth
Ohio
$419K +$416K +4,938 New
C1AG
414
Client 1st Advisory Group
Florida
$418K
AP
415
Americana Partners
Texas
$417K +$414K +4,917 New
ASN
416
Advisory Services Network
Georgia
$417K +$926 +11 +0.2%
BA
417
Bellwether Advisors
Nebraska
$412K -$4.8K -57 -1%
RCG
418
Regatta Capital Group
California
$410K -$30.8K -366 -7%
H
419
HoyleCohen
California
$410K +$406K +4,825 New
EWM
420
Empirical Wealth Management
Washington
$408K +$82.1K +975 +25%
CMP
421
Courage Miller Partners
Virginia
$403K -$198K -2,350 -33%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$403K +$39.6K +470 +11%
NYLIM
423
New York Life Investment Management
New York
$402K -$153K -1,819 -28%
EFS
424
Essex Financial Services
Connecticut
$402K
WI
425
WrapManager Inc
California
$402K +$398K +4,734 New