ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

591 hedge funds and large institutions have $9.58B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.67%
New
59
Increased
154
Reduced
248
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.66B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$634M
3
MCM
MKP Capital Management
New York
$526M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$273M
5
FTUS
Flow Traders U.S.
New York
$135M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$112M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$306K
3
Goldman Sachs
Goldman Sachs
New York
$324M
4
Bessemer Group
Bessemer Group
New Jersey
$43.4M
5
CGPCS
Capital Group Private Client Services
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
526
Baldrige Asset Management
Pennsylvania
$95K – – –
HS
527
Horan Securities
United States
$90.2K – – –
CWM
528
Cedar Wealth Management
California
$88K – – –
FHA
529
First Horizon Advisors
Tennessee
$85.8K -$3.37K -37 -4%
TWC
530
TD Waterhouse Canada
Ontario, Canada
$77.9K – – –
CA
531
Crewe Advisors
Utah
$73.9K – – –
GI
532
Gradient Investments
Minnesota
$70.1K +$64.5K +707 +1,140%
GM
533
GeoWealth Management
Illinois
$67K +$728 +8 +1%
BBHC
534
Brown Brothers Harriman & Co
New York
$63.4K – – –
TIM
535
Tortoise Investment Management
New York
$57.2K – – –
EW
536
Element Wealth
Mississippi
$56.4K -$54.6K -599 -49%
BWM
537
BigSur Wealth Management
Florida
$54.7K – – –
CFO
538
CVA Family Office
Colorado
$54.1K +$18.2K +200 +51%
HWM
539
HighMark Wealth Management
Minnesota
$53.4K – – –
EI
540
Ellevest Inc
New York
$52.1K – – –
BAM
541
Belpointe Asset Management
Nevada
$50.2K +$1.19K +13 +2%
WP
542
WealthPLAN Partners
Nebraska
$46.4K +$46.4K +509 New
CB
543
CNB Bank
Pennsylvania
$45.6K – – –
AIM
544
Anchor Investment Management
South Carolina
$42.1K – – –
SCM
545
SevenOneSeven Capital Management
Pennsylvania
$37.2K -$18.5K -201 -33%
TWA
546
TCI Wealth Advisors
Arizona
$32.4K +$91 +1 +0.3%
BFPW
547
BOK Financial Private Wealth
Colorado
$31K – – –
HPC
548
HM Payson & Co
Maine
$29.6K +$29.6K +325 New
WP
549
WealthShield Partners
North Carolina
$26.1K +$26.1K +286 New
MFC
550
Morris Financial Concepts
South Carolina
$25.1K +$6.74K +74 +37%
20 21
22
23 24