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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
451
Brand Asset Management Group
Missouri
$330K -$50.9K -531 -13%
AT
452
Arden Trust
Delaware
$329K +$15K +156 +5%
NWM
453
Northwest Wealth Management
Iowa
$326K -$1.92K -20 -0.6%
UB
454
UMB Bank
Missouri
$325K
HW
455
Hancock Whitney
Mississippi
$322K
MCM
456
MAI Capital Management
Ohio
$310K -$14.7K -153 -4%
GC
457
Garde Capital
Washington
$309K
MWM
458
Moran Wealth Management
Florida
$306K +$318K +3,317 New
PWA
459
Provenance Wealth Advisors
Florida
$302K +$314K +3,268 New
HPA
460
High Probability Advisors
New York
$300K
MWM
461
Modera Wealth Management
New Jersey
$300K -$12.4K -129 -4%
GSWM
462
Greenup Street Wealth Management
Michigan
$297K -$21.3K -222 -6%
WC
463
Weil Company
California
$290K
SOS
464
Silver Oak Securities
Tennessee
$286K -$708K -7,384 -70%
CSPIA
465
Cary Street Partners Investment Advisory
Virginia
$286K -$24K -250 -7%
CPP
466
Capasso Planning Partners
South Carolina
$284K -$26.6K -277 -8%
GAG
467
GM Advisory Group
New York
$283K
SC
468
Solstein Capital
California
$281K
HSA
469
HBK Sorce Advisory
Pennsylvania
$280K -$3.36K -35 -1%
SAM
470
Sequent Asset Management
Texas
$278K
OHWP
471
Oak Harbor Wealth Partners
North Carolina
$277K
MCM
472
Mattern Capital Management
Colorado
$274K
FA
473
Fiducient Advisors
Illinois
$274K -$14.8K -154 -5%
ESB
474
Essex Savings Bank
Connecticut
$273K -$59.9K -624 -17%
BEC
475
Blue Edge Capital
Virginia
$273K

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.