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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

597 hedge funds and large institutions have $9.43B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 229 reducing their positions, and 31 closing their positions.

Holders
597
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.42%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
41
Increased
188
Reduced
229
Closed
31
Calls
$307M
Puts
$286M
Net Calls
+$21.2M
Net Calls Change
-$424M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$511M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$363M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$179M
5
JHU
5
Johns Hopkins University
Maryland
$118M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$996M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$236M
3
Bank of America
3
Bank of America
North Carolina
$157M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SP
5
Sarasin & Partners
United Kingdom
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
426
Financial Advocates Investment Management
Washington
$385K 4,008 -21,218 -84%
JWM
427
JFG Wealth Management
Colorado
$384K 4,001 – –
PVH
428
Psagot Value Holdings
Israel
$379K 4,000 -3,370 -46%
EP
429
Edgestream Partners
New Jersey
$375K 3,908 +1,052 +37%
Capital Research Global Investors
430
Capital Research Global Investors
California
$373K 3,927 -2,071 -35%
PFS
431
Prospera Financial Services
Texas
$372K 3,879 +313 +9%
FLPIM
432
F.L. Putnam Investment Management
Massachusetts
$365K 3,803 -21 -0.5%
CWA
433
Clearview Wealth Advisors
Oregon
$364K 3,799 +37 +1%
H
434
HoyleCohen
California
$364K 3,791 – –
AWM
435
Axxcess Wealth Management
California
$361K 3,763 -42 -1%
SI
436
Stephens Inc
Arkansas
$356K 3,707 – –
ASN
437
Advisory Services Network
Georgia
$347K 3,612 +235 +7%
WCM
438
WealthBridge Capital Management
Ohio
$346K 3,611 +3,611 New
ESB
439
Essex Savings Bank
Connecticut
$343K 3,580 +1,100 +44%
NWM
440
Northwest Wealth Management
Iowa
$340K 3,547 -27 -0.8%
UB
441
UMB Bank
Missouri
$338K 3,520 – –
MCM
442
MAI Capital Management
Ohio
$337K 3,512 +1,123 +47%
KeyBank National Association
443
KeyBank National Association
Ohio
$335K 3,491 – –
HW
444
Hancock Whitney
Mississippi
$334K 3,485 – –
WAG
445
Winthrop Advisory Group
Massachusetts
$331K 3,448 +149 +5%
GSWM
446
Greenup Street Wealth Management
Michigan
$330K 3,438 -119 -3%
IWM
447
IHT Wealth Management
Illinois
$328K 3,423 -1,549 -31%
AT
448
Arden Trust
Delaware
$327K 3,411 -165 -5%
MWM
449
Modera Wealth Management
New Jersey
$324K 3,373 +1,173 +53%
CPP
450
Capasso Planning Partners
South Carolina
$321K 3,351 +149 +5%
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18
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