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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 %
HCMT
401
Highland Capital Management (Tennessee)
Tennessee
$615K
PG
402
Patten Group
Tennessee
$611K +$201K +1,971 +49%
SC
403
Savant Capital
Illinois
$609K +$7.02K +69 +1%
NFG
404
Nations Financial Group
Iowa
$604K +$3.56K +35 +0.6%
VA
405
Vident Advisory
Georgia
$597K -$37.9K -372 -6%
JIC
406
Joel Isaacson & Co
New York
$593K
BA
407
Ballew Advisors
Mississippi
$592K
SFP
408
Strategic Financial Partners
Oregon
$585K
EP
409
Edgestream Partners
New Jersey
$580K -$290K -2,847 -33%
EWM
410
Empirical Wealth Management
Washington
$573K +$75.9K +746 +15%
MFG
411
Magnus Financial Group
New York
$561K +$33.4K +328 +6%
BPA
412
Beacon Pointe Advisors
California
$557K -$253K -2,483 -31%
IFS
413
Ifrah Financial Services
Arkansas
$556K -$27.5K -270 -5%
ACA
414
Atlas Capital Advisors
Wyoming
$555K -$51.9K -510 -9%
LJAC
415
L.J. Altfest & Co
New York
$555K +$814 +8 +0.1%
FCAM
416
First Citizens Asset Management
North Carolina
$553K -$160K -1,570 -22%
EWA
417
Evolution Wealth Advisors
Florida
$552K
GWM
418
GDS Wealth Management
Texas
$551K -$12.7K -125 -2%
AWA
419
Aaron Wealth Advisors
Illinois
$546K
ACM
420
AlphaStar Capital Management
North Carolina
$545K +$67.7K +665 +14%
OPS
421
Orion Portfolio Solutions
Nebraska
$539K -$338K -3,335 -39%
BCI
422
Brinker Capital Investments
Pennsylvania
$539K -$338K -3,335 -39%
PWM
423
Perigon Wealth Management
California
$531K -$50.7K -498 -9%
MA
424
Mutual Advisors
Nebraska
$528K
RK
425
Rather & Kittrell
Tennessee
$526K -$7.74K -76 -1%