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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

597 hedge funds and large institutions have $9.43B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 229 reducing their positions, and 31 closing their positions.

Holders
597
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.42%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
41
Increased
188
Reduced
229
Closed
31
Calls
$307M
Puts
$286M
Net Calls
+$21.2M
Net Calls Change
-$424M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$511M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$363M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$179M
5
JHU
5
Johns Hopkins University
Maryland
$118M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$996M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$236M
3
Bank of America
3
Bank of America
North Carolina
$157M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SP
5
Sarasin & Partners
United Kingdom
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
GSEP
501
Golden State Equity Partners
California
$218K 2,268 +9 +0.4%
VWA
502
Visionary Wealth Advisors
Illinois
$217K 2,261 +4 +0.2%
CTA
503
Chesley Taft & Associates
Illinois
$213K 2,220 – –
PP
504
PDS Planning
Ohio
$212K 2,209 – –
PF
505
Phoenix Financial
Israel
$209K 2,183 +2,183 New
MCA
506
Maryland Capital Advisors
Maryland
$204K 2,130 – –
CFGS
507
Concourse Financial Group Securities
Alabama
$197K 2,050 -400 -16%
BCP
508
Blue Chip Partners
Michigan
$192K 2,005 +131 +7%
PGAM
509
Princeton Global Asset Management
New Jersey
$191K 1,986 – –
MCM
510
MV Capital Management
Maryland
$172K 1,797 – –
BAAM
511
Baker Avenue Asset Management
California
$165K 1,715 – –
MCM
512
Magnolia Capital Management
New York
$160K 1,665 – –
PTC
513
Private Trust Company
Ohio
$157K 1,634 – –
MIM
514
Macroview Investment Management
Maryland
$145K 1,507 – –
AF
515
Allworth Financial
California
$136K 1,422 – –
TF
516
TimeScale Financial
Massachusetts
$131K 1,367 -5 -0.4%
GFL
517
Granite FO LLC
New Hampshire
$130K 1,355 – –
BONH
518
Bank of New Hampshire
New Hampshire
$128K 1,339 – –
HNB
519
Huntington National Bank
Ohio
– – – –
FWP
520
FAS Wealth Partners
Kansas
$121K 1,262 +13 +1%
HIIFS
521
Harel Insurance Investments & Financial Services
Israel
$116K 1,204 -61,593 -98%
MCM
522
Mill Capital Management
North Carolina
$115K 1,200 – –
GM
523
GeoWealth Management
Illinois
$115K 1,201 +465 +63%
CIA
524
Choate Investment Advisors
Massachusetts
$112K 1,170 -735 -39%
CWC
525
Carolinas Wealth Consulting
North Carolina
$111K 1,154 +8 +0.7%
19 20
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