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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

591 hedge funds and large institutions have $9.58B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.67%
New
59
Increased
154
Reduced
248
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.66B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$634M
3
MCM
MKP Capital Management
New York
$526M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$273M
5
FTUS
Flow Traders U.S.
New York
$135M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$112M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$306K
3
Goldman Sachs
Goldman Sachs
New York
$324M
4
Bessemer Group
Bessemer Group
New Jersey
$43.4M
5
CGPCS
Capital Group Private Client Services
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
501
PDS Planning
Ohio
$201K +$201K +2,209 New
MWM
502
Modera Wealth Management
New Jersey
$201K +$201K +2,200 New
MCA
503
Maryland Capital Advisors
Maryland
$194K – – –
PGAM
504
Princeton Global Asset Management
New Jersey
$181K – – –
CIA
505
Choate Investment Advisors
Massachusetts
$174K – – –
BCP
506
Blue Chip Partners
Michigan
$171K +$1.28K +14 +0.8%
MCM
507
MV Capital Management
Maryland
$164K – – –
BAAM
508
Baker Avenue Asset Management
California
$156K – – –
MCM
509
Magnolia Capital Management
New York
$152K – – –
PTC
510
Private Trust Company
Ohio
$149K – – –
SWM
511
Sugarloaf Wealth Management
Georgia
$141K – – –
HNB
512
Huntington National Bank
Ohio
$138K -$125K – –
MIM
513
Macroview Investment Management
Maryland
$137K -$2.46K -27 -2%
DFC
514
DB Fitzpatrick & Co
Idaho
$135K +$820 +9 +0.6%
AF
515
Allworth Financial
California
$130K – – –
GFL
516
Granite FO LLC
New Hampshire
$125K – – –
TF
517
TimeScale Financial
Massachusetts
$125K +$14.9K +163 +13%
BONH
518
Bank of New Hampshire
New Hampshire
$122K – – –
GC
519
Gould Capital
Washington
$116K -$1.37K -15 -1%
BWM
520
Baystate Wealth Management
Massachusetts
$115K +$27.1K +297 +31%
FWP
521
FAS Wealth Partners
Kansas
$114K – – –
MGI
522
MayTech Global Investments
New York
$110K -$488K -5,353 -82%
MCM
523
Mill Capital Management
North Carolina
$109K – – –
CWC
524
Carolinas Wealth Consulting
North Carolina
$104K – – –
VNA
525
Valley National Advisers
Pennsylvania
$96K – – –
19 20
21
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