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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9.41B invested in iShares MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $7.83M

149% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 43

64% more capital invested

Capital invested by funds: $5.73B → $9.41B (+$3.68B)

23% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 176

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

12.79% more ownership

Funds ownership: 40.15%52.94% (+13%)

10% more funds holding

Funds holding: 548603 (+55)

Holders
603
Holders Change
+55
Holders Change %
+10.04%
% of All Funds
9.69%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.82%
New
107
Increased
216
Reduced
176
Closed
43
Calls
$56.8M
Puts
$7.83M
Net Calls
+$49M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
501
Orion Portfolio Solutions
Nebraska
$217K -$37K -440 -15%
OBWP
502
O'Brien Wealth Partners
Massachusetts
$216K -$250K -2,966 -54%
SPIO
503
Seven Post Investment Office
California
$211K +$209K +2,488 New
PWM
504
Provident Wealth Management
Tennessee
$205K
HI
505
Harbour Investments
Wisconsin
$203K -$18.6K -221 -8%
ERWM
506
Elk River Wealth Management
Colorado
$200K -$277K -3,295 -58%
HP
507
Highlander Partners
Texas
$200K +$199K +2,360 New
MCA
508
Maryland Capital Advisors
Maryland
$181K
SWM
509
Spire Wealth Management
Virginia
$175K +$124K +1,471 +247%
PGAM
510
Princeton Global Asset Management
New Jersey
$169K +$168 +2 +0.1%
CIA
511
Choate Investment Advisors
Massachusetts
$162K -$10.5K -125 -6%
BCP
512
Blue Chip Partners
Michigan
$158K -$103K -1,220 -40%
MCM
513
MV Capital Management
Maryland
$153K
BAAM
514
Baker Avenue Asset Management
California
$146K +$144K +1,715 New
GWANC
515
Guardian Wealth Advisors (North Carolina)
North Carolina
$144K +$842 +10 +0.6%
MCM
516
Magnolia Capital Management
New York
$141K
PTC
517
Private Trust Company
Ohio
$139K
SMA
518
Sage Mountain Advisors
Georgia
$133K +$50K +594 +61%
SWM
519
Sugarloaf Wealth Management
Georgia
$131K +$337 +4 +0.3%
MIM
520
Macroview Investment Management
Maryland
$130K
HNB
521
Huntington National Bank
Ohio
$125K
DFC
522
DB Fitzpatrick & Co
Idaho
$125K +$926 +11 +0.8%
GFL
523
Granite FO LLC
New Hampshire
$122K +$114K +1,355 New
AF
524
Allworth Financial
California
$121K
CA
525
CoreCap Advisors
Michigan
$120K +$119K +1,418 New