We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
401
Rain Capital Management
Oregon
$631K +$200K +2,091 +51%
QS
402
Quantitative Strategies
California
$618K -$23.9K -250 -4%
HCMT
403
Highland Capital Management (Tennessee)
Tennessee
$615K
PG
404
Patten Group
Tennessee
$611K +$189K +1,971 +49%
SC
405
Savant Capital
Illinois
$609K +$6.6K +69 +1%
NFG
406
Nations Financial Group
Iowa
$604K +$3.35K +35 +0.6%
VA
407
Vident Advisory
Georgia
$597K -$35.6K -372 -6%
JIC
408
Joel Isaacson & Co
New York
$593K
BA
409
Ballew Advisors
Mississippi
$592K
SFP
410
Strategic Financial Partners
Oregon
$585K
EP
411
Edgestream Partners
New Jersey
$580K -$272K -2,847 -33%
EWM
412
Empirical Wealth Management
Washington
$573K +$71.4K +746 +15%
MFG
413
Magnus Financial Group
New York
$561K +$31.4K +328 +6%
BPA
414
Beacon Pointe Advisors
California
$557K -$238K -2,483 -31%
IFS
415
Ifrah Financial Services
Arkansas
$556K -$25.8K -270 -5%
ACA
416
Atlas Capital Advisors
Wyoming
$555K -$48.8K -510 -9%
LJAC
417
L.J. Altfest & Co
New York
$555K +$765 +8 +0.1%
FCAM
418
First Citizens Asset Management
North Carolina
$553K -$150K -1,570 -22%
EWA
419
Evolution Wealth Advisors
Florida
$552K
GWM
420
GDS Wealth Management
Texas
$551K -$12K -125 -2%
AWA
421
Aaron Wealth Advisors
Illinois
$546K
ACM
422
AlphaStar Capital Management
North Carolina
$545K +$63.6K +665 +14%
BCI
423
Brinker Capital Investments
Pennsylvania
$539K -$319K -3,335 -39%
OPS
424
Orion Portfolio Solutions
Nebraska
$539K -$319K -3,335 -39%
PWM
425
Perigon Wealth Management
California
$531K -$47.6K -498 -9%

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.