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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
476
Country Club Bank
Missouri
$270K
RPC
477
Rossmore Private Capital
Connecticut
$268K
SHJ
478
Sharkey, Howes & Javer
Colorado
$267K
ACI
479
Alpha Cubed Investments
California
$265K -$34.5K -360 -11%
RIA
480
Regal Investment Advisors
Michigan
$264K -$10.6K -110 -4%
SCM
481
Shelton Capital Management
Colorado
$264K
PVI
482
Pine Valley Investments
New Jersey
$264K +$38K +396 +16%
IWC
483
Integrated Wealth Concepts
Massachusetts
$263K +$288 +3 +0.1%
SWM
484
Spire Wealth Management
Virginia
$263K
FF
485
Friedenthal Financial
New Jersey
$261K -$12K -125 -4%
TCWM
486
Total Clarity Wealth Management
Illinois
$255K -$4.8K -50 -2%
TFCP
487
Twin Focus Capital Partners
Massachusetts
$253K
GSEP
488
Golden State Equity Partners
California
$251K +$43.6K +454 +20%
PGA
489
Portland Global Advisors
Maine
$251K +$288 +3 +0.1%
GSIS
490
Global Strategic Investment Solutions
Arizona
$251K
HW
491
Hamilton Wealth
California
$250K
NFC
492
Northeast Financial Consultants
Connecticut
$250K
BA
493
Bridge Advisory
California
$250K
NAS
494
Nicolet Advisory Services
Wisconsin
$241K
WP
495
WealthSource Partners
California
$240K
RFWA
496
RPg Family Wealth Advisory
Massachusetts
$240K -$5.76K -60 -2%
RA
497
Ruggaard & Associates
Ohio
$240K +$6.72K +70 +3%
MYIA
498
Mount Yale Investment Advisors
Colorado
$238K +$25K +261 +11%
M&T Bank
499
M&T Bank
New York
$235K -$234K -2,440 -49%
SPIO
500
Seven Post Investment Office
California
$230K

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.