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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
UBS Group
UBS Group
Switzerland
$566M
3
CGPCS
Capital Group Private Client Services
California
$428M
4
CWM
CIBC World Markets
New York
$356M
5
Goldman Sachs
Goldman Sachs
New York
$632M

Top Sellers

1
MCM
MKP Capital Management
New York
$435M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$102M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$217M
4
Jane Street
Jane Street
New York
$99.5M
5
EW
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Axxcess Wealth Management
California
$354K +$105K +1,028 +42%
CG
477
Cutler Group
California
$352K +$352K +3,463 New
E3F
478
Eight 31 Financial
Texas
$351K +$351K +3,449 New
TFS
479
Thoroughbred Financial Services
Tennessee
$348K +$348K +3,427 New
MCM
480
MAI Capital Management
Ohio
$344K +$2.04K +20 +0.6%
AIIMS
481
Analyst IMS Investment Management Services
Israel
$342K -$153K -1,504 -31%
GC
482
Garde Capital
Washington
$340K – – –
KAS
483
Kestra Advisory Services
Texas
$340K +$90.3K +887 +36%
CPP
484
Capasso Planning Partners
South Carolina
$337K +$23.7K +233 +8%
BAMG
485
Brand Asset Management Group
Missouri
$335K -$28.6K -281 -8%
HW
486
Hamilton Wealth
California
$333K +$58K +570 +21%
PWA
487
Provenance Wealth Advisors
Florida
$333K – – –
HPA
488
High Probability Advisors
New York
$331K – – –
MWM
489
Modera Wealth Management
New Jersey
$330K – – –
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$330K -$6.21M -61,061 -95%
PFG
491
Peterson Financial Group
Iowa
$329K +$329K +3,231 New
CFGS
492
Concourse Financial Group Securities
Alabama
$328K +$83.6K +821 +34%
GSWM
493
Greenup Street Wealth Management
Michigan
$327K – – –
SHJ
494
Sharkey, Howes & Javer
Colorado
$327K +$32.5K +319 +11%
ZIG
495
Zurich Insurance Group
Switzerland
$326K -$545K -5,370 -63%
FA
496
Fiducient Advisors
Illinois
$319K +$17.4K +171 +6%
CSPIA
497
Cary Street Partners Investment Advisory
Virginia
$315K – – –
SFG
498
Summit Financial Group
West Virginia
$315K -$60.6K -595 -16%
GAG
499
GM Advisory Group
New York
$315K +$3.26K +32 +1%
PVI
500
Pine Valley Investments
New Jersey
$313K +$22.1K +217 +8%
18 19
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