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iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
476
UMB Bank
Missouri
$358K
YDMI
477
Y.D. More Investments
Israel
$355K -$54.5K -570 -14%
HW
478
Hancock Whitney
Mississippi
$355K
AWM
479
Axxcess Wealth Management
California
$354K +$98.3K +1,028 +42%
CG
480
Cutler Group
California
$352K +$331K +3,463 New
E3F
481
Eight 31 Financial
Texas
$351K +$330K +3,449 New
TFS
482
Thoroughbred Financial Services
Tennessee
$348K +$328K +3,427 New
MCM
483
MAI Capital Management
Ohio
$344K +$1.91K +20 +0.6%
AIIMS
484
Analyst IMS Investment Management Services
Israel
$342K -$144K -1,504 -31%
GC
485
Garde Capital
Washington
$340K
KAS
486
Kestra Advisory Services
Texas
$340K +$84.9K +887 +36%
CPP
487
Capasso Planning Partners
South Carolina
$337K +$22.3K +233 +8%
BAMG
488
Brand Asset Management Group
Missouri
$335K -$26.9K -281 -8%
HW
489
Hamilton Wealth
California
$333K +$54.5K +570 +21%
PWA
490
Provenance Wealth Advisors
Florida
$333K
HPA
491
High Probability Advisors
New York
$331K
MWM
492
Modera Wealth Management
New Jersey
$330K
FDCDDQ
493
Federation des caisses Desjardins du Quebec
Quebec, Canada
$330K -$5.84M -61,061 -95%
PFG
494
Peterson Financial Group
Iowa
$329K +$309K +3,231 New
CFGS
495
Concourse Financial Group Securities
Alabama
$328K +$78.5K +821 +34%
GSWM
496
Greenup Street Wealth Management
Michigan
$327K
SHJ
497
Sharkey, Howes & Javer
Colorado
$327K +$30.5K +319 +11%
ZIG
498
Zurich Insurance Group
Switzerland
$326K -$514K -5,370 -63%
FA
499
Fiducient Advisors
Illinois
$319K +$16.4K +171 +6%
CSPIA
500
Cary Street Partners Investment Advisory
Virginia
$315K

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.