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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
Hudson Bay Capital Management
26
Hudson Bay Capital Management
Connecticut
$102M -$239M -2,500,000 -71%
Jane Street
27
Jane Street
New York
$99.5M -$195M -2,040,428 -68%
CS
28
Credit Suisse
Switzerland
$97.4M -$50.9K -532 -6%
BlackRock
29
BlackRock
New York
$93.1M +$45.7M +477,529 +109%
DCM
30
Dimension Capital Management
Florida
$84.6M +$2.65M +27,663 +3%
Bessemer Group
31
Bessemer Group
New Jersey
$81.5M +$26M +271,950 +51%
Polen Capital Management
32
Polen Capital Management
Florida
$81M +$4.53M +47,303 +87%
BWL
33
Bogart Wealth LLC
Virginia
$69.9M +$22M +229,766 +50%
IG
34
ING Group
Netherlands
$69.8M +$42.3M +442,100 +181%
JP Morgan Chase
35
JP Morgan Chase
New York
$67.2M +$48.7M +508,706 +335%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$66M +$11.6M +121,035 +23%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$64.7M -$29.1M -304,657 -32%
AllianceBernstein
38
AllianceBernstein
Tennessee
$64.7M -$77.7M -811,800 -56%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$60.3M +$49.7M +519,182 +709%
BBVA
40
Banco Bilbao Vizcaya Argentaria
Spain
$58.6M +$4.3M +44,927 +8%
BBNA
41
Bremer Bank National Association
Minnesota
$57.6M -$19.5M -203,914 -26%
Two Sigma Investments
42
Two Sigma Investments
New York
$56.8M +$53.4M +557,800 New
HSBC Holdings
43
HSBC Holdings
United Kingdom
$56.5M -$11.7M -122,513 -18%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$54.3M -$3.89M -40,635 -7%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$53.4M +$706K +7,381 +1%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$51.3M +$12.4M +129,261 +34%
Corient Private Wealth
47
Corient Private Wealth
Florida
$51.2M -$23M -240,936 -32%
Capital International Investors
48
Capital International Investors
California
$50M +$24.8M +259,088 +112%
FI
49
FJ Investments
Utah
$46.5M +$43.7M +457,202 New
RJA
50
Raymond James & Associates
Florida
$45.1M +$28.5M +297,698 +205%

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.