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iShares MSCI ACWI ETF

561 hedge funds and large institutions have $7.48B invested in iShares MSCI ACWI ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 198 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 186

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

1% less funds holding

Funds holding: 565561 (-4)

1.45% less ownership

Funds ownership: 45.93%44.48% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

46% less call options, than puts

Call options by funds: $14M | Put options by funds: $25.7M

57% less capital invested

Capital invested by funds: $17.3B → $7.48B (-$9.79B)

Holders
561
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
9.45%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.81%
New
54
Increased
198
Reduced
186
Closed
51
Calls
$14M
Puts
$25.7M
Net Calls
-$11.7M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
451
Clarkston Capital Partners
Michigan
$235K -$78.3K -860 -24%
EW
452
Element Wealth
Mississippi
$233K +$14.4K +158 +6%
LWAC
453
Laurel Wealth Advisors (California)
California
$233K +$253K +2,777 New
GAG
454
GM Advisory Group
New York
$231K
RFWA
455
RPg Family Wealth Advisory
Massachusetts
$230K -$4.92K -54 -2%
BFG
456
Barber Financial Group
Kansas
$229K -$212K -2,324 -46%
JCM
457
J2 Capital Management
Michigan
$228K -$5.92K -65 -2%
GSIS
458
Global Strategic Investment Solutions
Arizona
$228K
OAM
459
Oppenheimer Asset Management
New York
$228K +$247K +2,718 New
GWANC
460
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K +$248K +2,721 New
PGA
461
Portland Global Advisors
Maine
$227K +$2.18K +24 +0.9%
SG
462
Strid Group
Pennsylvania
$226K -$6.92K -76 -3%
SF
463
Synovus Financial
Georgia
$223K
SFP
464
Sandbox Financial Partners
Maryland
$222K +$241K +2,647 New
ES
465
Eagle Strategies
New York
$220K -$7.19K -79 -3%
DAS
466
Dynamic Advisor Solutions
Arizona
$219K +$364 +4 +0.2%
HI
467
Harbour Investments
Wisconsin
$219K +$238K +2,615 New
RCG
468
Regatta Capital Group
California
$216K -$224K -2,462 -49%
AA
469
Aire Advisors
California
$216K +$2.27K +25 +1%
HSA
470
HBK Sorce Advisory
Pennsylvania
$214K
SPIO
471
Seven Post Investment Office
California
$209K -$555K -6,100 -71%
ESB
472
Essex Savings Bank
Connecticut
$208K
KeyBank National Association
473
KeyBank National Association
Ohio
$204K -$25.7K -282 -10%
PWM
474
Provident Wealth Management
Tennessee
$203K
APA
475
American Portfolios Advisors
New York
$199K -$45.1K -495 -17%