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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
EW
26
Evoke Wealth
California
$84.3M -$3.85M -40,078 -4%
JHU
27
Johns Hopkins University
Maryland
$82.1M -$32.2M -335,946 -27%
Corient Private Wealth
28
Corient Private Wealth
Florida
$79.7M +$20.9M +218,177 +41%
DCM
29
Dimension Capital Management
Florida
$74.3M -$6.52M -67,954 -8%
BBNA
30
Bremer Bank National Association
Minnesota
$71.2M
HSBC Holdings
31
HSBC Holdings
United Kingdom
$62.6M +$4.2M +43,729 +7%
GM
32
Granger Management
New York
$54.9M -$13.2M -137,700 -19%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$53M +$41.3M +430,465 +300%
Bessemer Group
34
Bessemer Group
New Jersey
$48.8M +$10.1M +105,610 +25%
BBVA
35
Banco Bilbao Vizcaya Argentaria
Spain
$48.7M -$10.7M -111,853 -17%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$48.7M +$2.08M +21,705 +4%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$47.8M -$527K -5,491 -1%
N
38
Natixis
France
$47.7M
Northern Trust
39
Northern Trust
Illinois
$44.8M -$873K -9,097 -2%
CI
40
Clal Insurance
Israel
$44.3M
MC
41
Mayo Clinic
Minnesota
$44.2M -$34.1M -354,936 -43%
BWL
42
Bogart Wealth LLC
Virginia
$42.3M +$504K +5,257 +1%
BlackRock
43
BlackRock
New York
$40.4M +$5.76M +60,044 +16%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$39.7M +$25.4K +265 +0.1%
TBWA
45
Three Bridge Wealth Advisors
California
$38.5M +$304K +3,165 +0.8%
UBS Group
46
UBS Group
Switzerland
$37M -$473M -4,929,885 -92%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$34.6M -$3.75M -39,123 -9%
Brown Advisory
48
Brown Advisory
Maryland
$34.6M -$1.43M -14,939 -4%
BTI
49
Blue Trust Inc
Georgia
$33.3M +$2.67M +27,780 +9%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$32.4M -$1.26M -13,135 -4%

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.