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iShares MSCI ACWI ETF

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M
Name Holding Trade Value Shares
Change
Shares
Change %
ACI
501
Alpha Cubed Investments
California
$312K +$20.4K +200 +7%
SC
502
Solstein Capital
California
$310K
SAM
503
Sequent Asset Management
Texas
$306K
OHWP
504
Oak Harbor Wealth Partners
North Carolina
$305K
HSA
505
HBK Sorce Advisory
Pennsylvania
$302K -$6.61K -65 -2%
MCM
506
Mattern Capital Management
Colorado
$302K
ESB
507
Essex Savings Bank
Connecticut
$301K
BEC
508
Blue Edge Capital
Virginia
$301K
CCB
509
Country Club Bank
Missouri
$297K
NA
510
Navellier & Associates
Nevada
$297K +$297K +2,914 New
RPC
511
Rossmore Private Capital
Connecticut
$295K
WC
512
Weil Company
California
$294K -$25.9K -254 -8%
SEI Investments
513
SEI Investments
Pennsylvania
$291K +$291K +2,862 New
SCM
514
Shelton Capital Management
Colorado
$291K
IWC
515
Integrated Wealth Concepts
Massachusetts
$290K +$407 +4 +0.1%
SWM
516
Spire Wealth Management
Virginia
$286K -$3.15K -31 -1%
FF
517
Friedenthal Financial
New Jersey
$282K -$6.11K -60 -2%
TFCP
518
Twin Focus Capital Partners
Massachusetts
$278K
RIA
519
Regal Investment Advisors
Michigan
$278K -$13.7K -135 -5%
GSIS
520
Global Strategic Investment Solutions
Arizona
$277K
PGA
521
Portland Global Advisors
Maine
$276K
IWM
522
IHT Wealth Management
Illinois
$276K -$90.6K -890 -25%
GSEP
523
Golden State Equity Partners
California
$271K -$5.6K -55 -2%
CW
524
CreativeOne Wealth
Kansas
$269K +$269K +2,647 New
WP
525
WealthSource Partners
California
$265K