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iShares MSCI ACWI ETF

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
451
J.W. Cole Advisors
Florida
$427K +$2.34K +23 +0.6%
SI
452
Stephens Inc
Arkansas
$420K
EFS
453
Essex Financial Services
Connecticut
$419K
RFC
454
Regions Financial Corp
Alabama
$418K +$418K +4,110 New
ACS
455
Archford Capital Strategies
Illinois
$416K
GWMR
456
GC Wealth Management RIA
Massachusetts
$413K +$413K +4,063 New
ASN
457
Advisory Services Network
Georgia
$408K +$40.7K +400 +11%
ECG
458
Edge Capital Group
Georgia
$408K -$49.9K -490 -11%
JWM
459
JFG Wealth Management
Colorado
$407K
PVH
460
Psagot Value Holdings
Israel
$407K
FLPIM
461
F.L. Putnam Investment Management
Massachusetts
$402K -$15.2K -149 -4%
LFA
462
LGT Financial Advisors
Texas
$400K -$18K -177 -4%
SIA
463
SeaBridge Investment Advisors
New Jersey
$393K +$393K +3,857 New
PFS
464
Prospera Financial Services
Texas
$391K +$7.84K +77 +2%
CWA
465
Clearview Wealth Advisors
Oregon
$385K +$3.46K +34 +0.9%
PWP
466
Phillips Wealth Planners
Mississippi
$384K +$384K +3,811 New
WAG
467
Winthrop Advisory Group
Massachusetts
$381K -$1.32K -13 -0.3%
CASB
468
Cape Ann Savings Bank
Massachusetts
$379K -$51K -500 -12%
NWM
469
Northwest Wealth Management
Iowa
$375K +$16.4K +161 +5%
H
470
HoyleCohen
California
$367K -$18.3K -180 -5%
AP
471
Americana Partners
Texas
$365K -$147K -1,447 -29%
AT
472
Arden Trust
Delaware
$363K
UB
473
UMB Bank
Missouri
$358K
YDMI
474
Y.D. More Investments
Israel
$355K -$57.9K -570 -14%
HW
475
Hancock Whitney
Mississippi
$355K