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iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
501
Summit Financial Group
West Virginia
$315K -$56.9K -595 -16%
GAG
502
GM Advisory Group
New York
$315K +$3.06K +32 +1%
PVI
503
Pine Valley Investments
New Jersey
$313K +$20.8K +217 +8%
ACI
504
Alpha Cubed Investments
California
$312K +$19.1K +200 +7%
SC
505
Solstein Capital
California
$310K
SAM
506
Sequent Asset Management
Texas
$306K
OHWP
507
Oak Harbor Wealth Partners
North Carolina
$305K
HSA
508
HBK Sorce Advisory
Pennsylvania
$302K -$6.22K -65 -2%
MCM
509
Mattern Capital Management
Colorado
$302K
ESB
510
Essex Savings Bank
Connecticut
$301K
BEC
511
Blue Edge Capital
Virginia
$301K
CCB
512
Country Club Bank
Missouri
$297K
NA
513
Navellier & Associates
Nevada
$297K +$279K +2,914 New
RPC
514
Rossmore Private Capital
Connecticut
$295K
WC
515
Weil Company
California
$294K -$24.3K -254 -8%
SEI Investments
516
SEI Investments
Pennsylvania
$291K +$274K +2,862 New
SCM
517
Shelton Capital Management
Colorado
$291K
IWC
518
Integrated Wealth Concepts
Massachusetts
$290K +$383 +4 +0.1%
SWM
519
Spire Wealth Management
Virginia
$286K -$2.97K -31 -1%
FF
520
Friedenthal Financial
New Jersey
$282K -$5.74K -60 -2%
TFCP
521
Twin Focus Capital Partners
Massachusetts
$278K
RIA
522
Regal Investment Advisors
Michigan
$278K -$12.9K -135 -5%
GSIS
523
Global Strategic Investment Solutions
Arizona
$277K
PGA
524
Portland Global Advisors
Maine
$276K
IWM
525
IHT Wealth Management
Illinois
$276K -$85.1K -890 -25%

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.