We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF
ACWI

599 hedge funds and large institutions have $9.45B 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, 230 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

1.2% more ownership

Funds ownership: 51.86% → 53.06% (+1.2%)

1% more funds holding

Funds holding: 593 → 599 (+6)

2% more call options, than puts

Call options by funds: $307M | Put options by funds: $301M

2% less capital invested

Capital invested by funds: $9.62B → $9.45B (-$178M)

5% less funds holding in top 10

Funds holding in top 10: 44 → 42 (-2)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
599
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
9.4%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.66%
New
41
Increased
188
Reduced
230
Closed
31
Calls
$307M
Puts
$301M
Net Calls
+$6.36M
Net Calls Change
-$439M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$381M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$350M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$185M
4
N
Nuveen
North Carolina
+$173M
5
JHU
Johns Hopkins University
Maryland
+$114M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$724M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$418M
3
Bank of America
Bank of America
North Carolina
-$287M
4
FTUS
Flow Traders U.S.
New York
-$135M
5
SP
Sarasin & Partners
United Kingdom
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
476
Harbour Investments
Wisconsin
$263K -$13K -140 -5%
TFCP
477
Twin Focus Capital Partners
Massachusetts
$262K – – –
GSIS
478
Global Strategic Investment Solutions
Arizona
$261K – – –
PGA
479
Portland Global Advisors
Maine
$260K – – –
HW
480
Hamilton Wealth
California
$260K -$419K -4,515 -63%
NFC
481
Northeast Financial Consultants
Connecticut
$260K +$251K +2,705 New
BA
482
Bridge Advisory
California
$259K +$251K +2,704 New
BPA
483
Beacon Pointe Advisors
California
$256K -$254K -2,738 -51%
RFWA
484
RPg Family Wealth Advisory
Massachusetts
$255K -$20.2K -218 -8%
WP
485
WealthSource Partners
California
$250K -$11.9K -128 -5%
NAS
486
Nicolet Advisory Services
Wisconsin
$250K – – –
KIM
487
Karpus Investment Management
New York
$243K -$95.6K -1,030 -29%
RA
488
Ruggaard & Associates
Ohio
$242K – – –
SPIO
489
Seven Post Investment Office
California
$239K – – –
PVI
490
Pine Valley Investments
New Jersey
$236K +$7.61K +82 +3%
FC
491
Financial Consulate
Maryland
$235K -$20.2K -218 -8%
OBWP
492
O'Brien Wealth Partners
Massachusetts
$235K +$14.1K +152 +7%
PWM
493
Provident Wealth Management
Tennessee
$232K – – –
ERWM
494
Elk River Wealth Management
Colorado
$226K – – –
HP
495
Highlander Partners
Texas
$226K – – –
ES
496
Eagle Strategies
New York
$224K -$24.4K -263 -10%
MYIA
497
Mount Yale Investment Advisors
Colorado
$222K – – –
SFS
498
Summit Financial Strategies
Ohio
$221K +$214K +2,306 New
JCM
499
J2 Capital Management
Michigan
$220K – – –
MMH
500
Menora Mivtachim Holdings
Israel
$220K – – –
18 19
20
21 22

ACWI Hedge Fund Activity: Q2 2023 in Review

599 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2023, worth a combined $9.45B — down 1.9% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ACWI positions and 31 closed out — a net gain of 10 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was UBS Group, adding an estimated $381M. The largest seller was Morgan Stanley, cutting an estimated $724M.

  • 599 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2023, up from 593 in Q1 2023.
  • Funds reported $9.45B of iShares MSCI ACWI ETF stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 41 funds opened new iShares MSCI ACWI ETF positions in Q2 2023 and 31 closed out, a net change of +10 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2023 was UBS Group, an estimated $381M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2023 was Morgan Stanley, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2023.