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iShares MSCI ACWI ETF

561 hedge funds and large institutions have $7.48B invested in iShares MSCI ACWI ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 198 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 186

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

1% less funds holding

Funds holding: 565561 (-4)

1.45% less ownership

Funds ownership: 45.93%44.48% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

46% less call options, than puts

Call options by funds: $14M | Put options by funds: $25.7M

57% less capital invested

Capital invested by funds: $17.3B → $7.48B (-$9.79B)

Holders
561
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
9.45%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.81%
New
54
Increased
198
Reduced
186
Closed
51
Calls
$14M
Puts
$25.7M
Net Calls
-$11.7M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
501
Baystate Wealth Management
Massachusetts
$94K +$60.5K +665 +146%
NG
502
NWK Group
California
$92K
FHA
503
First Horizon Advisors
Tennessee
$90K +$91.9K +1,010 +1,365%
VNA
504
Valley National Advisers
Pennsylvania
$89K
BAM
505
Baldrige Asset Management
Pennsylvania
$88K
HS
506
Horan Securities
United States
$83K
CWM
507
Cedar Wealth Management
California
$81K
SMA
508
Sage Mountain Advisors
Georgia
$81K
SPWG
509
Sage Private Wealth Group
Illinois
$80K
MCM
510
Manchester Capital Management
Vermont
$77K
GWM
511
Grand Wealth Management
Michigan
$74K
TWC
512
TD Waterhouse Canada
Ontario, Canada
$71.8K
AF
513
Allworth Financial
California
$63K +$44.1K +485 +183%
BBHC
514
Brown Brothers Harriman & Co
New York
$58K
TIM
515
Tortoise Investment Management
New York
$53K -$455 -5 -0.8%
SCM
516
SevenOneSeven Capital Management
Pennsylvania
$51K
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$51K +$55K +604 New
BWM
518
BigSur Wealth Management
Florida
$50K
LDFR
519
Lehman & Derafelo Financial Resources
Pennsylvania
$50K +$54.5K +599 New
HWM
520
HighMark Wealth Management
Minnesota
$49K +$546 +6 +1%
CB
521
CNB Bank
Pennsylvania
$42K
GIA
522
GHP Investment Advisors
Colorado
$42K
AF
523
Affiance Financial
Minnesota
$41K
AIM
524
Anchor Investment Management
South Carolina
$38.8K
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$34K