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iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
451
Hoxton Planning & Management
West Virginia
$430K -$110K -1,147 -21%
KeyBank National Association
452
KeyBank National Association
Ohio
$428K -$96 -1 -0%
SYBT
453
Stock Yards Bank & Trust
Kentucky
$427K
JWCA
454
J.W. Cole Advisors
Florida
$427K +$2.2K +23 +0.6%
SI
455
Stephens Inc
Arkansas
$420K
EFS
456
Essex Financial Services
Connecticut
$419K
RFC
457
Regions Financial Corp
Alabama
$418K +$393K +4,110 New
ACS
458
Archford Capital Strategies
Illinois
$416K
GWMR
459
GC Wealth Management RIA
Massachusetts
$413K +$389K +4,063 New
ASN
460
Advisory Services Network
Georgia
$408K +$38.3K +400 +11%
ECG
461
Edge Capital Group
Georgia
$408K -$46.9K -490 -11%
JWM
462
JFG Wealth Management
Colorado
$407K
PVH
463
Psagot Value Holdings
Israel
$407K
FLPIM
464
F.L. Putnam Investment Management
Massachusetts
$402K -$14.3K -149 -4%
LFA
465
LGT Financial Advisors
Texas
$400K -$16.9K -177 -4%
SIA
466
SeaBridge Investment Advisors
New Jersey
$393K +$369K +3,857 New
PFS
467
Prospera Financial Services
Texas
$391K +$7.37K +77 +2%
CWA
468
Clearview Wealth Advisors
Oregon
$385K +$3.25K +34 +0.9%
PWP
469
Phillips Wealth Planners
Mississippi
$384K +$365K +3,811 New
WAG
470
Winthrop Advisory Group
Massachusetts
$381K -$1.24K -13 -0.3%
CASB
471
Cape Ann Savings Bank
Massachusetts
$379K -$47.8K -500 -12%
NWM
472
Northwest Wealth Management
Iowa
$375K +$15.4K +161 +5%
H
473
HoyleCohen
California
$367K -$17.2K -180 -5%
AP
474
Americana Partners
Texas
$365K -$138K -1,447 -29%
AT
475
Arden Trust
Delaware
$363K

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.