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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

597 hedge funds and large institutions have $9.43B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 229 reducing their positions, and 31 closing their positions.

Holders
597
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.42%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
41
Increased
188
Reduced
229
Closed
31
Calls
$307M
Puts
$286M
Net Calls
+$21.2M
Net Calls Change
-$424M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$511M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$363M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$179M
5
JHU
5
Johns Hopkins University
Maryland
$118M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$996M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$236M
3
Bank of America
3
Bank of America
North Carolina
$157M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SP
5
Sarasin & Partners
United Kingdom
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
GSIS
476
Global Strategic Investment Solutions
Arizona
$261K 2,717 – –
PGA
477
Portland Global Advisors
Maine
$260K 2,711 – –
HW
478
Hamilton Wealth
California
$260K 2,706 -4,515 -63%
NFC
479
Northeast Financial Consultants
Connecticut
$260K 2,705 +2,705 New
BA
480
Bridge Advisory
California
$259K 2,704 +2,704 New
BPA
481
Beacon Pointe Advisors
California
$256K 2,669 -2,738 -51%
RFWA
482
RPg Family Wealth Advisory
Massachusetts
$255K 2,661 -218 -8%
WP
483
WealthSource Partners
California
$250K 2,603 -128 -5%
NAS
484
Nicolet Advisory Services
Wisconsin
$250K 2,642 – –
KIM
485
Karpus Investment Management
New York
$243K 2,528 -1,030 -29%
RA
486
Ruggaard & Associates
Ohio
$242K 2,523 – –
SPIO
487
Seven Post Investment Office
California
$239K 2,488 – –
PVI
488
Pine Valley Investments
New Jersey
$236K 2,458 +82 +3%
FC
489
Financial Consulate
Maryland
$235K 2,452 -218 -8%
OBWP
490
O'Brien Wealth Partners
Massachusetts
$235K 2,447 +152 +7%
PWM
491
Provident Wealth Management
Tennessee
$232K 2,417 – –
ERWM
492
Elk River Wealth Management
Colorado
$226K 2,360 – –
HP
493
Highlander Partners
Texas
$226K 2,360 – –
ES
494
Eagle Strategies
New York
$224K 2,336 -263 -10%
MYIA
495
Mount Yale Investment Advisors
Colorado
$222K 2,318 – –
SFS
496
Summit Financial Strategies
Ohio
$221K 2,306 +2,306 New
JCM
497
J2 Capital Management
Michigan
$220K 2,290 – –
MMH
498
Menora Mivtachim Holdings
Israel
$220K 2,290 – –
IWMA
499
Ironwood Wealth Management (Arizona)
Arizona
$219K 2,284 -21 -0.9%
LDB
500
Lee, Danner & Bass
Tennessee
$218K 2,272 – –
18 19
20
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