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iShares MSCI ACWI ETF

548 hedge funds and large institutions have $5.73B invested in iShares MSCI ACWI ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 206 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less call options, than puts

Call options by funds: $443M | Put options by funds: $446M

2% less funds holding

Funds holding: 561548 (-13)

4.33% less ownership

Funds ownership: 44.48%40.15% (-4.3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

21% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 206

23% less capital invested

Capital invested by funds: $7.48B → $5.73B (-$1.74B)

Holders
548
Holders Change
-13
Holders Change %
-2.32%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.78%
New
41
Increased
162
Reduced
206
Closed
48
Calls
$443M
Puts
$446M
Net Calls
-$3.13M
Net Calls Change
+$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
501
Tortoise Investment Management
New York
$49K
BWM
502
BigSur Wealth Management
Florida
$47K
SCM
503
SevenOneSeven Capital Management
Pennsylvania
$47K
SWM
504
Spire Wealth Management
Virginia
$46K -$119K -1,377 -70%
HWM
505
HighMark Wealth Management
Minnesota
$45K
CB
506
CNB Bank
Pennsylvania
$39K
GIA
507
GHP Investment Advisors
Colorado
$39K
AF
508
Affiance Financial
Minnesota
$38K
HWP
509
Highline Wealth Partners
California
$36K +$40K +463 New
AIM
510
Anchor Investment Management
South Carolina
$36K
Bank of Montreal
511
Bank of Montreal
Ontario, Canada
$34.6K +$33.1M +383,723 +1,392%
CG
512
Cutler Group
California
$31K -$111K -1,289 -76%
GWM
513
Grand Wealth Management
Michigan
$31K -$41.1K -476 -54%
EIP
514
Ellis Investment Partners
Pennsylvania
$29K
LDFR
515
Lehman & Derafelo Financial Resources
Pennsylvania
$28K -$21.2K -245 -41%
TWA
516
TCI Wealth Advisors
Arizona
$27K +$346 +4 +1%
MFC
517
Morris Financial Concepts
South Carolina
$21K +$1.12K +13 +5%
LPP
518
Life Planning Partners
Florida
$19.4K
FF
519
FourThought Financial
Florida
$19K +$21.5K +249 New
LWP
520
Lumature Wealth Partners
Georgia
$18K
WAS
521
Winch Advisory Services
Wisconsin
$16K
WTC
522
WhitTier Trust Company
Nevada
$14K
BFEC
523
Benjamin F. Edwards & Company
Missouri
$12K +$4.06K +47 +44%
PFA
524
Professional Financial Advisors
Nebraska
$10K
AWM
525
Avior Wealth Management
Nebraska
$9K