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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
BFPW
426
BOK Financial Private Wealth
Colorado
$245K
BA
427
Bridge Advisory
California
$243K -$77.6K -898 -22%
RPC
428
Rossmore Private Capital
Connecticut
$243K
V
429
Veritable
Delaware
$242K +$268K +3,107 New
PG
430
Patten Group
Tennessee
$241K
BCP
431
Blue Chip Partners
Michigan
$240K +$7.86K +91 +3%
RFWA
432
RPg Family Wealth Advisory
Massachusetts
$236K
OPS
433
Orion Portfolio Solutions
Nebraska
$233K -$8.64K -100 -3%
OHWP
434
Oak Harbor Wealth Partners
North Carolina
$233K
SFP
435
Sandbox Financial Partners
Maryland
$233K +$30K +347 +13%
ACA
436
Aptus Capital Advisors
Alabama
$231K -$85.4K -989 -25%
BEC
437
Blue Edge Capital
Virginia
$228K -$29.7K -344 -10%
CCB
438
Country Club Bank
Missouri
$228K -$7.34K -85 -3%
FC
439
Financial Consulate
Maryland
$226K
SAM
440
Sequent Asset Management
Texas
$223K
SCM
441
Shelton Capital Management
Colorado
$223K
SHJ
442
Sharkey, Howes & Javer
Colorado
$222K
HI
443
Harbour Investments
Wisconsin
$219K
CCP
444
Clarkston Capital Partners
Michigan
$218K
AC
445
Anson Capital
Georgia
$217K -$23.4K -271 -9%
EW
446
Element Wealth
Mississippi
$216K +$86 +1 +0%
LWAC
447
Laurel Wealth Advisors (California)
California
$215K -$346 -4 -0.1%
GAG
448
GM Advisory Group
New York
$214K
RIA
449
Regal Investment Advisors
Michigan
$211K -$17.7K -205 -7%
GSIS
450
Global Strategic Investment Solutions
Arizona
$211K