We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

565 hedge funds and large institutions have $17.3B invested in iShares MSCI ACWI ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 212 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more capital invested

Capital invested by funds: $9.48B → $17.3B (+$7.79B)

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

1% more funds holding

Funds holding: 560565 (+5)

10.65% less ownership

Funds ownership: 56.58%45.93% (-11%)

12% less call options, than puts

Call options by funds: $76.7M | Put options by funds: $87.4M

22% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 212

Holders
565
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
8.91%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
0.77%
New
54
Increased
165
Reduced
212
Closed
43
Calls
$76.7M
Puts
$87.4M
Net Calls
-$10.7M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
501
Valley National Advisers
Pennsylvania
$104K
HS
502
Horan Securities
United States
$99K
ACA
503
Aptus Capital Advisors
Alabama
$99K +$98.8K +992 New
SMA
504
Sage Mountain Advisors
Georgia
$97K
CWM
505
Cedar Wealth Management
California
$96K -$3.98K -40 -4%
SPWG
506
Sage Private Wealth Group
Illinois
$95K
MCM
507
Manchester Capital Management
Vermont
$91K
GWM
508
Grand Wealth Management
Michigan
$88K
TWC
509
TD Waterhouse Canada
Ontario, Canada
$85.4K
BBHC
510
Brown Brothers Harriman & Co
New York
$69K
PWP
511
Pursue Wealth Partners
California
$68.8K +$69.2K +695 New
TIM
512
Tortoise Investment Management
New York
$64K
GAM
513
Gemmer Asset Management
California
$63K +$4.98K +50 +9%
BWM
514
BigSur Wealth Management
Florida
$60K
SCM
515
SevenOneSeven Capital Management
Pennsylvania
$60K
HWM
516
HighMark Wealth Management
Minnesota
$57K
GIA
517
GHP Investment Advisors
Colorado
$50K +$49.6K +498 New
CB
518
CNB Bank
Pennsylvania
$50K +$49.8K +500 New
AF
519
Affiance Financial
Minnesota
$49K -$437K -4,388 -90%
AIM
520
Anchor Investment Management
South Carolina
$46.1K
BWM
521
Baystate Wealth Management
Massachusetts
$46K +$11.3K +113 +33%
DWMG
522
DB Wealth Management Group
California
$43K -$10.9K -109 -20%
EBA
523
Eagle Bay Advisors
New York
$42K +$41.9K +421 New
AWM
524
Avior Wealth Management
Nebraska
$41K -$12.9K -129 -24%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$41K