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iShares MSCI ACWI ETF
ACWI

599 hedge funds and large institutions have $9.45B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

1.2% more ownership

Funds ownership: 51.86% → 53.06% (+1.2%)

1% more funds holding

Funds holding: 593 → 599 (+6)

2% more call options, than puts

Call options by funds: $307M | Put options by funds: $301M

2% less capital invested

Capital invested by funds: $9.62B → $9.45B (-$178M)

5% less funds holding in top 10

Funds holding in top 10: 44 → 42 (-2)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
599
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
9.4%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.66%
New
41
Increased
188
Reduced
230
Closed
31
Calls
$307M
Puts
$301M
Net Calls
+$6.36M
Net Calls Change
-$439M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$381M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$350M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$185M
4
N
Nuveen
North Carolina
+$173M
5
JHU
Johns Hopkins University
Maryland
+$114M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$724M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$418M
3
Bank of America
Bank of America
North Carolina
-$287M
4
FTUS
Flow Traders U.S.
New York
-$135M
5
SP
Sarasin & Partners
United Kingdom
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
451
Modera Wealth Management
New Jersey
$324K +$109K +1,173 +53%
CPP
452
Capasso Planning Partners
South Carolina
$321K +$13.8K +149 +5%
GC
453
Garde Capital
Washington
$321K – – –
CSPIA
454
Cary Street Partners Investment Advisory
Virginia
$321K – – –
HPA
455
High Probability Advisors
New York
$312K – – –
ACI
456
Alpha Cubed Investments
California
$310K -$23.2K -250 -7%
WC
457
Weil Company
California
$302K -$65.9K -710 -18%
FA
458
Fiducient Advisors
Illinois
$299K +$3.81K +41 +1%
HSA
459
HBK Sorce Advisory
Pennsylvania
$295K +$4.92K +53 +2%
GAG
460
GM Advisory Group
New York
$293K +$2.32K +25 +0.8%
SC
461
Solstein Capital
California
$292K – – –
SAM
462
Sequent Asset Management
Texas
$288K +$8.35K +90 +3%
OHWP
463
Oak Harbor Wealth Partners
North Carolina
$288K – – –
RIA
464
Regal Investment Advisors
Michigan
$285K -$76K -819 -22%
MCM
465
Mattern Capital Management
Colorado
$285K +$276K +2,970 New
FF
466
Friedenthal Financial
New Jersey
$283K -$8.26K -89 -3%
BEC
467
Blue Edge Capital
Virginia
$283K +$2.41K +26 +0.9%
RPC
468
Rossmore Private Capital
Connecticut
$278K – – –
SHJ
469
Sharkey, Howes & Javer
Colorado
$278K +$62.4K +672 +30%
CCB
470
Country Club Bank
Missouri
$277K +$1.39K +15 +0.5%
PA
471
Procyon Advisors
Connecticut
$275K +$266K +2,869 New
SCM
472
Shelton Capital Management
Colorado
$274K – – –
IWC
473
Integrated Wealth Concepts
Massachusetts
$273K +$264K +2,846 New
SWM
474
Spire Wealth Management
Virginia
$273K -$57.8K -623 -18%
TCWM
475
Total Clarity Wealth Management
Illinois
$270K – – –
17 18
19
20 21

ACWI Hedge Fund Activity: Q2 2023 in Review

599 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2023, worth a combined $9.45B — down 1.9% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ACWI positions and 31 closed out — a net gain of 10 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was UBS Group, adding an estimated $381M. The largest seller was Morgan Stanley, cutting an estimated $724M.

  • 599 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2023, up from 593 in Q1 2023.
  • Funds reported $9.45B of iShares MSCI ACWI ETF stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 41 funds opened new iShares MSCI ACWI ETF positions in Q2 2023 and 31 closed out, a net change of +10 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2023 was UBS Group, an estimated $381M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2023 was Morgan Stanley, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2023.