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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

597 hedge funds and large institutions have $9.43B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 229 reducing their positions, and 31 closing their positions.

Holders
597
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.42%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
41
Increased
188
Reduced
229
Closed
31
Calls
$307M
Puts
$286M
Net Calls
+$21.2M
Net Calls Change
-$424M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$511M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$363M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$179M
5
JHU
5
Johns Hopkins University
Maryland
$118M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$996M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$236M
3
Bank of America
3
Bank of America
North Carolina
$157M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SP
5
Sarasin & Partners
United Kingdom
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
526
Gould Capital
Washington
$104K 1,085 -185 -15%
VNA
527
Valley National Advisers
Pennsylvania
$101K 1,044 – –
HS
528
Horan Securities
United States
$94.9K 989 – –
CWM
529
Cedar Wealth Management
California
$92.6K 965 – –
BWM
530
Baystate Wealth Management
Massachusetts
$90.8K 946 -311 -25%
SWM
531
Sugarloaf Wealth Management
Georgia
$83.7K 872 -673 -44%
TWC
532
TD Waterhouse Canada
Ontario, Canada
$81.5K 850 – –
CA
533
Crewe Advisors
Utah
$77.8K 811 – –
GI
534
Gradient Investments
Minnesota
$73.8K 769 – –
BBHC
535
Brown Brothers Harriman & Co
New York
$66.7K 695 – –
FHA
536
First Horizon Advisors
Tennessee
$60.4K 630 -311 -33%
TIM
537
Tortoise Investment Management
New York
$60.3K 628 – –
EW
538
Element Wealth
Mississippi
$59.7K 622 +3 +0.5%
BWM
539
BigSur Wealth Management
Florida
$57.6K 600 – –
CFO
540
CVA Family Office
Colorado
$57K 594 – –
HWM
541
HighMark Wealth Management
Minnesota
$56.7K 592 +6 +1%
DCM
542
Disciplina Capital Management
Tennessee
$51.9K 541 -5,123 -90%
DFC
543
DB Fitzpatrick & Co
Idaho
$50.6K 528 -952 -64%
WP
544
WealthPLAN Partners
Nebraska
$49.3K 514 +5 +1%
CB
545
CNB Bank
Pennsylvania
$48K 500 – –
AIM
546
Anchor Investment Management
South Carolina
$44.3K 462 – –
SCM
547
SevenOneSeven Capital Management
Pennsylvania
$38.9K 405 – –
LFA
548
Level Financial Advisors
New York
$33.6K 350 +350 New
BFPW
549
BOK Financial Private Wealth
Colorado
$32.6K 340 – –
HPC
550
HM Payson & Co
Maine
$31.2K 325 – –
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