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iShares MSCI ACWI ETF

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
426
Baird Financial Group
Wisconsin
$522K +$60.6K +595 +13%
SWP
427
Summit Wealth Partners
Florida
$520K
CA
428
Cetera Advisors
Colorado
$520K +$96.4K +947 +23%
NYLIM
429
New York Life Investment Management
New York
$519K -$136K -1,341 -21%
SPWG
430
Syntegra Private Wealth Group
Missouri
$499K
C1AG
431
Client 1st Advisory Group
Florida
$490K
CPIG
432
Chicago Partners Investment Group
Illinois
$485K -$46.1K -450 -9%
CMP
433
Courage Miller Partners
Virginia
$483K
HWM
434
Hemington Wealth Management
Virginia
$479K -$4.18K -41 -0.9%
SCM
435
SCS Capital Management
Massachusetts
$472K +$102 +1 +0%
BC
436
Belmont Capital
California
$471K
NCM
437
New Capital Management
Texas
$471K
NGA
438
Naples Global Advisors
Florida
$469K -$28K -275 -6%
BA
439
Bellwether Advisors
Nebraska
$469K -$17.6K -173 -4%
MG
440
Mather Group
Illinois
$464K -$712 -7 -0.2%
RA
441
RFG Advisory
Alabama
$463K +$2.04K +20 +0.4%
AC
442
Apella Capital
Connecticut
$458K +$38.3K +383 +9%
RC
443
Rovin Capital
Arizona
$450K
SFA
444
Souders Financial Advisors
Ohio
$445K +$445K +4,370 New
RCG
445
Regatta Capital Group
California
$445K +$102 +1 +0%
OAP
446
One Advisory Partners
Kansas
$444K -$17.2K -169 -4%
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$436K -$49.5K -486 -10%
HPM
448
Hoxton Planning & Management
West Virginia
$430K -$117K -1,147 -21%
KeyBank National Association
449
KeyBank National Association
Ohio
$428K -$102 -1 -0%
SYBT
450
Stock Yards Bank & Trust
Kentucky
$427K