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iShares MSCI ACWI ETF

565 hedge funds and large institutions have $17.3B invested in iShares MSCI ACWI ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 212 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more capital invested

Capital invested by funds: $9.48B → $17.3B (+$7.79B)

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

1% more funds holding

Funds holding: 560565 (+5)

10.65% less ownership

Funds ownership: 56.58%45.93% (-11%)

12% less call options, than puts

Call options by funds: $76.7M | Put options by funds: $87.4M

22% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 212

Holders
565
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
8.91%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
0.77%
New
54
Increased
165
Reduced
212
Closed
43
Calls
$76.7M
Puts
$87.4M
Net Calls
-$10.7M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
526
Ellis Investment Partners
Pennsylvania
$37K +$100 +1 +0.3%
TWA
527
TCI Wealth Advisors
Arizona
$34K +$199 +2 +0.6%
MGI
528
MayTech Global Investments
New York
$29K -$305K -3,058 -91%
AF
529
Allworth Financial
California
$26K
MFC
530
Morris Financial Concepts
South Carolina
$26K +$199 +2 +0.8%
LPP
531
Life Planning Partners
Florida
$25K
LWP
532
Lumature Wealth Partners
Georgia
$24K
WTC
533
WhitTier Trust Company
Nevada
$17K
PCA
534
Permit Capital Advisors
Pennsylvania
$15K +$14.7K +148 New
PFA
535
Professional Financial Advisors
Nebraska
$13K
QC
536
Quent Capital
New York
$13K +$13.5K +135 New
WC
537
Wexford Capital
Florida
$10.6K +$10.6M +106,123 New
MMG
538
Monetary Management Group
Missouri
$10K
WAS
539
Winch Advisory Services
Wisconsin
$10K
HBW
540
Hazlett, Burt & Watson
West Virginia
$10K +$9.96K +100 New
SIC
541
SJS Investment Consulting
Ohio
$9K
AW
542
Alaethes Wealth
Nevada
$8K
FHA
543
First Horizon Advisors
Tennessee
$7K -$2.59K -26 -26%
GI
544
Gradient Investments
Minnesota
$7K
LC
545
Lindbrook Capital
California
$7K
EWA
546
EverSource Wealth Advisors
Alabama
$6K
BCMLT
547
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$4.58K +46 New
MCC
548
Money Concepts Capital
Florida
$5K +$4.98K +50 New
TAM
549
Tucker Asset Management
Colorado
$4.99K
AWM
550
Abound Wealth Management
Tennessee
$4.49K