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iShares MSCI ACWI ETF
ACWI

599 hedge funds and large institutions have $9.45B 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, 230 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

1.2% more ownership

Funds ownership: 51.86% → 53.06% (+1.2%)

1% more funds holding

Funds holding: 593 → 599 (+6)

2% more call options, than puts

Call options by funds: $307M | Put options by funds: $301M

2% less capital invested

Capital invested by funds: $9.62B → $9.45B (-$178M)

5% less funds holding in top 10

Funds holding in top 10: 44 → 42 (-2)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
599
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
9.4%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.66%
New
41
Increased
188
Reduced
230
Closed
31
Calls
$307M
Puts
$301M
Net Calls
+$6.36M
Net Calls Change
-$439M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$381M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$350M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$185M
4
N
Nuveen
North Carolina
+$173M
5
JHU
Johns Hopkins University
Maryland
+$114M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$724M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$418M
3
Bank of America
Bank of America
North Carolina
-$287M
4
FTUS
Flow Traders U.S.
New York
-$135M
5
SP
Sarasin & Partners
United Kingdom
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
526
Choate Investment Advisors
Massachusetts
$112K -$68.2K -735 -39%
CWC
527
Carolinas Wealth Consulting
North Carolina
$111K +$742 +8 +0.7%
GC
528
Gould Capital
Washington
$104K -$17.2K -185 -15%
VNA
529
Valley National Advisers
Pennsylvania
$101K – – –
HS
530
Horan Securities
United States
$94.9K – – –
CWM
531
Cedar Wealth Management
California
$92.6K – – –
BWM
532
Baystate Wealth Management
Massachusetts
$90.8K -$28.9K -311 -25%
SWM
533
Sugarloaf Wealth Management
Georgia
$83.7K -$62.5K -673 -44%
TWC
534
TD Waterhouse Canada
Ontario, Canada
$81.5K – – –
CA
535
Crewe Advisors
Utah
$77.8K – – –
GI
536
Gradient Investments
Minnesota
$73.8K – – –
BBHC
537
Brown Brothers Harriman & Co
New York
$66.7K – – –
FHA
538
First Horizon Advisors
Tennessee
$60.4K -$28.9K -311 -33%
TIM
539
Tortoise Investment Management
New York
$60.3K – – –
EW
540
Element Wealth
Mississippi
$59.7K +$278 +3 +0.5%
BWM
541
BigSur Wealth Management
Florida
$57.6K – – –
CFO
542
CVA Family Office
Colorado
$57K – – –
HWM
543
HighMark Wealth Management
Minnesota
$56.7K +$557 +6 +1%
DCM
544
Disciplina Capital Management
Tennessee
$51.9K -$475K -5,123 -90%
DFC
545
DB Fitzpatrick & Co
Idaho
$50.6K -$88.3K -952 -64%
WP
546
WealthPLAN Partners
Nebraska
$49.3K +$464 +5 +1%
CB
547
CNB Bank
Pennsylvania
$48K – – –
AIM
548
Anchor Investment Management
South Carolina
$44.3K – – –
SCM
549
SevenOneSeven Capital Management
Pennsylvania
$38.9K – – –
LFA
550
Level Financial Advisors
New York
$33.6K +$32.5K +350 New
20 21
22
23 24

ACWI Hedge Fund Activity: Q2 2023 in Review

599 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2023, worth a combined $9.45B — down 1.9% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ACWI positions and 31 closed out — a net gain of 10 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was UBS Group, adding an estimated $381M. The largest seller was Morgan Stanley, cutting an estimated $724M.

  • 599 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2023, up from 593 in Q1 2023.
  • Funds reported $9.45B of iShares MSCI ACWI ETF stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 41 funds opened new iShares MSCI ACWI ETF positions in Q2 2023 and 31 closed out, a net change of +10 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2023 was UBS Group, an estimated $381M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2023 was Morgan Stanley, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2023.