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iShares MSCI ACWI ETF

565 hedge funds and large institutions have $17.3B invested in iShares MSCI ACWI ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 212 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more capital invested

Capital invested by funds: $9.48B → $17.3B (+$7.79B)

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

1% more funds holding

Funds holding: 560565 (+5)

10.65% less ownership

Funds ownership: 56.58%45.93% (-11%)

12% less call options, than puts

Call options by funds: $76.7M | Put options by funds: $87.4M

22% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 212

Holders
565
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
8.91%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
0.77%
New
54
Increased
165
Reduced
212
Closed
43
Calls
$76.7M
Puts
$87.4M
Net Calls
-$10.7M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$204K +$34.8K +349 +21%
FWM
477
ForthRight Wealth Management
Georgia
$203K -$24.9K -250 -11%
RCAG
478
Rehmann Capital Advisory Group
Michigan
$200K
SIGI
479
Susquehanna International Group (Ireland)
Ireland
$200K +$199K +2,000 New
PGAM
480
Princeton Global Asset Management
New Jersey
$198K -$39.4K -395 -17%
CA
481
Clearstead Advisors
Ohio
$187K +$97.7K +981 +110%
GRP
482
Global Retirement Partners
California
$185K +$208K +2,092 New
ZIG
483
Zurich Insurance Group
Switzerland
$181K +$9.96K +100 +6%
MCM
484
MV Capital Management
Maryland
$179K
Deutsche Bank
485
Deutsche Bank
Germany
$173K
CPFP
486
Clear Perspectives Financial Planning
Ohio
$169K -$11K -110 -6%
MCM
487
Magnolia Capital Management
New York
$166K
SWM
488
Sugarloaf Wealth Management
Georgia
$155K
HNB
489
Huntington National Bank
Ohio
$152K
WPWM
490
Western Pacific Wealth Management
Illinois
$149K
BONH
491
Bank of New Hampshire
New Hampshire
$134K -$133K -1,339 -50%
DFC
492
DB Fitzpatrick & Co
Idaho
$134K +$5.98K +60 +5%
IWMA
493
Ironwood Wealth Management (Arizona)
Arizona
$131K +$32.2K +323 +33%
CFN
494
Cordasco Financial Network
Florida
$129K
GC
495
Gould Capital
Washington
$128K
TF
496
TimeScale Financial
Massachusetts
$125K -$5.68K -57 -4%
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K +$45.8K +460 +60%
CWC
498
Carolinas Wealth Consulting
North Carolina
$113K +$7.17K +72 +7%
NG
499
NWK Group
California
$110K -$39.9K -400 -27%
BAM
500
Baldrige Asset Management
Pennsylvania
$104K -$3.19K -32 -3%