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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
CASB
426
Cape Ann Savings Bank
Massachusetts
$389K
KeyBank National Association
427
KeyBank National Association
Ohio
$388K +$68.5K +714 +20%
SYBT
428
Stock Yards Bank & Trust
Kentucky
$388K
AC
429
Apella Capital
Connecticut
$388K -$13.9K -145 -3%
JWCA
430
J.W. Cole Advisors
Florida
$386K
CA
431
Cetera Advisors
Colorado
$385K +$400K +4,166 New
SI
432
Stephens Inc
Arkansas
$382K +$40.7K +424 +11%
EFS
433
Essex Financial Services
Connecticut
$380K -$59.9K -624 -13%
RCM
434
Rain Capital Management
Oregon
$379K
LFA
435
LGT Financial Advisors
Texas
$379K -$51.4K -536 -12%
FLPIM
436
F.L. Putnam Investment Management
Massachusetts
$378K +$28.1K +293 +8%
ACS
437
Archford Capital Strategies
Illinois
$377K -$96 -1 -0%
YDMI
438
Y.D. More Investments
Israel
$375K -$23.4K -244 -6%
PG
439
Patten Group
Tennessee
$373K
JWM
440
JFG Wealth Management
Colorado
$370K
PVH
441
Psagot Value Holdings
Israel
$368K
New York State Common Retirement Fund
442
New York State Common Retirement Fund
New York
$362K +$376K +3,916 New
SCP
443
Syntal Capital Partners
Texas
$360K -$54.2K -565 -13%
H
444
HoyleCohen
California
$350K
PFS
445
Prospera Financial Services
Texas
$348K -$11K -115 -3%
WAG
446
Winthrop Advisory Group
Massachusetts
$347K +$29.8K +311 +9%
CWA
447
Clearview Wealth Advisors
Oregon
$347K -$4.41K -46 -1%
SFG
448
Summit Financial Group
West Virginia
$341K -$182K -1,900 -34%
ASN
449
Advisory Services Network
Georgia
$334K
IWM
450
IHT Wealth Management
Illinois
$333K +$17K +177 +5%

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.