We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

561 hedge funds and large institutions have $7.48B invested in iShares MSCI ACWI ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 198 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 186

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

1% less funds holding

Funds holding: 565561 (-4)

1.45% less ownership

Funds ownership: 45.93%44.48% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

46% less call options, than puts

Call options by funds: $14M | Put options by funds: $25.7M

57% less capital invested

Capital invested by funds: $17.3B → $7.48B (-$9.79B)

Holders
561
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
9.45%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.81%
New
54
Increased
198
Reduced
186
Closed
51
Calls
$14M
Puts
$25.7M
Net Calls
-$11.7M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
526
Ellis Investment Partners
Pennsylvania
$31K +$91 +1 +0.3%
TWA
527
TCI Wealth Advisors
Arizona
$29K +$364 +4 +1%
GRP
528
Global Retirement Partners
California
$24K -$164K -1,800 -86%
MFC
529
Morris Financial Concepts
South Carolina
$22K +$182 +2 +0.8%
WC
530
Wexford Capital
Florida
$20K +$12M +132,313 +125%
LPP
531
Life Planning Partners
Florida
$20K
LWP
532
Lumature Wealth Partners
Georgia
$20K
WAS
533
Winch Advisory Services
Wisconsin
$18K +$10.3K +113 +116%
WTC
534
WhitTier Trust Company
Nevada
$15K
PFA
535
Professional Financial Advisors
Nebraska
$11K +$182 +2 +2%
AWM
536
Avior Wealth Management
Nebraska
$9K -$27.3K -300 -72%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$9K +$9.65K +106 New
HBW
538
Hazlett, Burt & Watson
West Virginia
$8K
GI
539
Gradient Investments
Minnesota
$6K
LC
540
Lindbrook Capital
California
$6K
BCMLT
541
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K
EWA
542
EverSource Wealth Advisors
Alabama
$5K +$455 +5 +8%
BPC
543
Banque Pictet & Cie
Switzerland
$4.77K
TAM
544
Tucker Asset Management
Colorado
$4.2K
HFS
545
Heritage Financial Services
Massachusetts
$4K +$4.82K +53 New
AWM
546
Abound Wealth Management
Tennessee
$3.77K
ACM
547
Antonetti Capital Management
Florida
$3K -$910 -10 -25%
CAAS
548
Capital Asset Advisory Services
Michigan
$3K
CIR
549
Clear Investment Research
Georgia
$3K
OA
550
Operose Advisors
Wisconsin
$3K