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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Axxcess Wealth Management
California
$226K -$126K -1,313 -35%
KAS
502
Kestra Advisory Services
Texas
$226K +$235K +2,450 New
CPC
503
Consolidated Planning Corp
Georgia
$226K -$155K -1,611 -40%
IWMA
504
Ironwood Wealth Management (Arizona)
Arizona
$225K +$15K +156 +7%
PWM
505
Provident Wealth Management
Tennessee
$223K
CFGS
506
Concourse Financial Group Securities
Alabama
$222K +$33.9K +353 +17%
AR
507
Advisory Research
Illinois
$220K +$229K +2,383 New
ERWM
508
Elk River Wealth Management
Colorado
$218K
HP
509
Highlander Partners
Texas
$218K
SFS
510
Summit Financial Strategies
Ohio
$213K
ES
511
Eagle Strategies
New York
$212K -$3.55K -37 -2%
MMH
512
Menora Mivtachim Holdings
Israel
$212K
BP
513
BBR Partners
New York
$209K +$217K +2,265 New
VWA
514
Visionary Wealth Advisors
Illinois
$209K
JCM
515
J2 Capital Management
Michigan
$208K -$3.36K -35 -2%
CTA
516
Chesley Taft & Associates
Illinois
$205K
PP
517
PDS Planning
Ohio
$204K
MCA
518
Maryland Capital Advisors
Maryland
$197K
BCP
519
Blue Chip Partners
Michigan
$186K +$1.05K +11 +0.5%
PGAM
520
Princeton Global Asset Management
New Jersey
$184K +$288 +3 +0.2%
SG Americas Securities
521
SG Americas Securities
New York
$182K -$3.38M -35,196 -95%
HI
522
Harbour Investments
Wisconsin
$178K -$78.1K -814 -30%
MCM
523
MV Capital Management
Maryland
$166K
BAAM
524
Baker Avenue Asset Management
California
$158K
MCM
525
Magnolia Capital Management
New York
$154K

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.