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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
MA
426
Mutual Advisors
Nebraska
$528K
RK
427
Rather & Kittrell
Tennessee
$526K -$7.27K -76 -1%
Baird Financial Group
428
Baird Financial Group
Wisconsin
$522K +$56.9K +595 +13%
SWP
429
Summit Wealth Partners
Florida
$520K
CA
430
Cetera Advisors
Colorado
$520K +$90.6K +947 +23%
NYLIM
431
New York Life Investment Management
New York
$519K -$128K -1,341 -21%
DZ Bank
432
DZ Bank
Germany
$502K -$46.4K -485 -9%
SPWG
433
Syntegra Private Wealth Group
Missouri
$499K
C1AG
434
Client 1st Advisory Group
Florida
$490K
CPIG
435
Chicago Partners Investment Group
Illinois
$485K -$43K -450 -9%
CMP
436
Courage Miller Partners
Virginia
$483K
HWM
437
Hemington Wealth Management
Virginia
$479K -$3.92K -41 -0.9%
SCM
438
SCS Capital Management
Massachusetts
$472K +$96 +1 +0%
BC
439
Belmont Capital
California
$471K
NCM
440
New Capital Management
Texas
$471K
NGA
441
Naples Global Advisors
Florida
$469K -$26.3K -275 -6%
BA
442
Bellwether Advisors
Nebraska
$469K -$16.6K -173 -4%
MG
443
Mather Group
Illinois
$464K -$670 -7 -0.2%
RA
444
RFG Advisory
Alabama
$463K +$1.91K +20 +0.4%
AC
445
Apella Capital
Connecticut
$458K +$36.6K +383 +9%
RC
446
Rovin Capital
Arizona
$450K
SFA
447
Souders Financial Advisors
Ohio
$445K +$418K +4,370 New
RCG
448
Regatta Capital Group
California
$445K +$96 +1 +0%
OAP
449
One Advisory Partners
Kansas
$444K -$16.2K -169 -4%
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$436K -$46.5K -486 -10%

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.