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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

597 hedge funds and large institutions have $9.43B 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, 229 reducing their positions, and 31 closing their positions.

Holders
597
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.42%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
41
Increased
188
Reduced
229
Closed
31
Calls
$307M
Puts
$286M
Net Calls
+$21.2M
Net Calls Change
-$424M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$511M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$363M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$179M
5
JHU
5
Johns Hopkins University
Maryland
$118M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$996M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$236M
3
Bank of America
3
Bank of America
North Carolina
$157M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SP
5
Sarasin & Partners
United Kingdom
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
451
Garde Capital
Washington
$321K 3,344 – –
CSPIA
452
Cary Street Partners Investment Advisory
Virginia
$321K 3,346 – –
HPA
453
High Probability Advisors
New York
$312K 3,253 – –
ACI
454
Alpha Cubed Investments
California
$310K 3,229 -250 -7%
WC
455
Weil Company
California
$302K 3,144 -710 -18%
FA
456
Fiducient Advisors
Illinois
$299K 3,118 +41 +1%
HSA
457
HBK Sorce Advisory
Pennsylvania
$295K 3,072 +53 +2%
GAG
458
GM Advisory Group
New York
$293K 3,059 +25 +0.8%
SC
459
Solstein Capital
California
$292K 3,045 – –
SAM
460
Sequent Asset Management
Texas
$288K 3,007 +90 +3%
OHWP
461
Oak Harbor Wealth Partners
North Carolina
$288K 3,000 – –
RIA
462
Regal Investment Advisors
Michigan
$285K 2,972 -819 -22%
MCM
463
Mattern Capital Management
Colorado
$285K 2,970 +2,970 New
FF
464
Friedenthal Financial
New Jersey
$283K 2,954 -89 -3%
BEC
465
Blue Edge Capital
Virginia
$283K 2,954 +26 +0.9%
RPC
466
Rossmore Private Capital
Connecticut
$278K 2,900 – –
SHJ
467
Sharkey, Howes & Javer
Colorado
$278K 2,893 +672 +30%
CCB
468
Country Club Bank
Missouri
$277K 2,915 +15 +0.5%
PA
469
Procyon Advisors
Connecticut
$275K 2,869 +2,869 New
SCM
470
Shelton Capital Management
Colorado
$274K 2,860 – –
IWC
471
Integrated Wealth Concepts
Massachusetts
$273K 2,846 +2,846 New
SWM
472
Spire Wealth Management
Virginia
$273K 2,843 -623 -18%
TCWM
473
Total Clarity Wealth Management
Illinois
$270K 2,810 – –
HI
474
Harbour Investments
Wisconsin
$263K 2,738 -140 -5%
TFCP
475
Twin Focus Capital Partners
Massachusetts
$262K 2,735 – –
17 18
19
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