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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

591 hedge funds and large institutions have $9.58B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.67%
New
59
Increased
154
Reduced
248
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.66B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$634M
3
MCM
MKP Capital Management
New York
$526M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$273M
5
FTUS
Flow Traders U.S.
New York
$135M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$112M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$306K
3
Goldman Sachs
Goldman Sachs
New York
$324M
4
Bessemer Group
Bessemer Group
New Jersey
$43.4M
5
CGPCS
Capital Group Private Client Services
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
451
Solstein Capital
California
$278K -$32.5K -356 -10%
FF
452
Friedenthal Financial
New Jersey
$277K -$9.29K -102 -3%
GAG
453
GM Advisory Group
New York
$277K +$4.01K +44 +1%
HSA
454
HBK Sorce Advisory
Pennsylvania
$275K -$194K -2,127 -41%
OHWP
455
Oak Harbor Wealth Partners
North Carolina
$273K – – –
BEC
456
Blue Edge Capital
Virginia
$267K +$182 +2 +0.1%
SAM
457
Sequent Asset Management
Texas
$265K +$5K +55 +2%
RPC
458
Rossmore Private Capital
Connecticut
$264K – – –
WCM Investment Management
459
WCM Investment Management
California
$263K -$24.6M -270,256 -99%
RFWA
460
RPg Family Wealth Advisory
Massachusetts
$262K -$54K -592 -17%
HI
461
Harbour Investments
Wisconsin
$262K +$44.1K +484 +20%
CCB
462
Country Club Bank
Missouri
$262K – – –
SCM
463
Shelton Capital Management
Colorado
$261K – – –
EP
464
Edgestream Partners
New Jersey
$260K +$260K +2,856 New
SCM
465
SCS Capital Management
Massachusetts
$258K -$7.51M -82,380 -97%
TSS
466
Two Sigma Securities
New York
$257K -$947K -10,393 -79%
TCWM
467
Total Clarity Wealth Management
Illinois
$256K -$230K -2,523 -47%
TFCP
468
Twin Focus Capital Partners
Massachusetts
$249K – – –
WP
469
WealthSource Partners
California
$249K -$42.3K -464 -15%
GSIS
470
Global Strategic Investment Solutions
Arizona
$248K – – –
PGA
471
Portland Global Advisors
Maine
$247K – – –
FC
472
Financial Consulate
Maryland
$243K – – –
NAS
473
Nicolet Advisory Services
Wisconsin
$241K +$241K +2,642 New
ES
474
Eagle Strategies
New York
$237K -$821 -9 -0.3%
BFG
475
Barber Financial Group
Kansas
$237K +$91 +1 +0%
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