ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

591 hedge funds and large institutions have $9.58B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.67%
New
59
Increased
154
Reduced
248
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.66B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$634M
3
MCM
MKP Capital Management
New York
$526M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$273M
5
FTUS
Flow Traders U.S.
New York
$135M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$112M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$306K
3
Goldman Sachs
Goldman Sachs
New York
$324M
4
Bessemer Group
Bessemer Group
New Jersey
$43.4M
5
CGPCS
Capital Group Private Client Services
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
476
Ruggaard & Associates
Ohio
$230K +$230K +2,523 New
SPIO
477
Seven Post Investment Office
California
$227K – – –
ESB
478
Essex Savings Bank
Connecticut
$226K -$281K -3,082 -55%
CFGS
479
Concourse Financial Group Securities
Alabama
$223K -$10.9K -120 -5%
PWM
480
Provident Wealth Management
Tennessee
$220K – – –
PVI
481
Pine Valley Investments
New Jersey
$219K +$219K +2,376 New
MCM
482
MAI Capital Management
Ohio
$218K +$218K +2,389 New
SG
483
Strid Group
Pennsylvania
$217K -$19.4K -213 -8%
ERWM
484
Elk River Wealth Management
Colorado
$215K – – –
HP
485
Highlander Partners
Texas
$215K – – –
NAM
486
NorthCrest Asset Manangement
Minnesota
$214K +$214K +2,350 New
SW
487
SteelPeak Wealth
California
$212K -$6.52M -71,541 -97%
MYIA
488
Mount Yale Investment Advisors
Colorado
$211K +$211K +2,318 New
IWMA
489
Ironwood Wealth Management (Arizona)
Arizona
$210K +$83K +911 +65%
OBWP
490
O'Brien Wealth Partners
Massachusetts
$209K -$22.4K -246 -10%
MMH
491
Menora Mivtachim Holdings
Israel
$209K +$209K +2,290 New
JCM
492
J2 Capital Management
Michigan
$209K +$209K +2,290 New
CPFP
493
Clear Perspectives Financial Planning
Ohio
$209K +$105K +1,153 +102%
LDB
494
Lee, Danner & Bass
Tennessee
$207K +$207K +2,272 New
GI
495
Glovista Investments
New Jersey
$206K -$6.44M -70,644 -97%
GSEP
496
Golden State Equity Partners
California
$206K +$206K +2,259 New
VWA
497
Visionary Wealth Advisors
Illinois
$206K +$206K +2,257 New
SFFS
498
Stonehage Fleming Financial Services
Jersey
$204K -$367K -4,027 -64%
SHJ
499
Sharkey, Howes & Javer
Colorado
$202K +$202K +2,221 New
CTA
500
Chesley Taft & Associates
Illinois
$202K +$202K +2,220 New
18 19
20
21 22