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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
CPIG
401
Chicago Partners Investment Group
Illinois
$469K
AP
402
Americana Partners
Texas
$465K +$4.13K +43 +0.9%
SAF
403
Smith Anglin Financial
Texas
$456K -$25.2K -263 -5%
SPWG
404
Syntegra Private Wealth Group
Missouri
$453K
NGA
405
Naples Global Advisors
Florida
$451K
EWM
406
Empirical Wealth Management
Washington
$451K +$3.36K +35 +0.7%
AIIMS
407
Analyst IMS Investment Management Services
Israel
$451K +$467K +4,864 New
C1AG
408
Client 1st Advisory Group
Florida
$445K -$9.88K -103 -2%
BA
409
Bellwether Advisors
Nebraska
$441K +$3.17K +33 +0.7%
WAP
410
Wealthcare Advisory Partners
Pennsylvania
$440K -$60K -625 -12%
CMP
411
Courage Miller Partners
Virginia
$439K
HWM
412
Hemington Wealth Management
Virginia
$438K -$79.2K -825 -15%
Marshall Wace
413
Marshall Wace
United Kingdom
$434K +$451K +4,700 New
ACM
414
AlphaStar Capital Management
North Carolina
$433K +$47.9K +499 +12%
SCM
415
SCS Capital Management
Massachusetts
$428K -$136K -1,417 -23%
BC
416
Belmont Capital
California
$428K
NCM
417
New Capital Management
Texas
$427K +$444K +4,628 New
MG
418
Mather Group
Illinois
$421K -$317K -3,309 -42%
Baird Financial Group
419
Baird Financial Group
Wisconsin
$419K -$265K -2,765 -38%
RA
420
RFG Advisory
Alabama
$419K -$16K -167 -4%
OAP
421
One Advisory Partners
Kansas
$418K
ECG
422
Edge Capital Group
Georgia
$415K -$54.9K -572 -11%
FAIM
423
Financial Advocates Investment Management
Washington
$413K +$22.7K +237 +6%
RC
424
Rovin Capital
Arizona
$408K
RCG
425
Regatta Capital Group
California
$403K -$17.8K -186 -4%

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.