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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
526
Private Trust Company
Ohio
$151K
MIM
527
Macroview Investment Management
Maryland
$139K
AF
528
Allworth Financial
California
$131K
GFL
529
Granite FO LLC
New Hampshire
$125K
BONH
530
Bank of New Hampshire
New Hampshire
$124K
HNB
531
Huntington National Bank
Ohio
$123K
SS
532
Sunbelt Securities
Texas
$117K +$122K +1,269 New
FWP
533
FAS Wealth Partners
Kansas
$115K -$1.92K -20 -2%
GM
534
GeoWealth Management
Illinois
$111K
CIA
535
Choate Investment Advisors
Massachusetts
$110K +$2.4K +25 +2%
CWC
536
Carolinas Wealth Consulting
North Carolina
$104K
BWM
537
Baystate Wealth Management
Massachusetts
$98.3K +$11.3K +118 +12%
VNA
538
Valley National Advisers
Pennsylvania
$96K
CWM
539
Cedar Wealth Management
California
$89.1K
GC
540
Gould Capital
Washington
$81.8K -$18.8K -196 -18%
SWM
541
Sugarloaf Wealth Management
Georgia
$80.5K
TWC
542
TD Waterhouse Canada
Ontario, Canada
$78.2K
HWM
543
HighMark Wealth Management
Minnesota
$76.4K +$22.6K +236 +40%
CA
544
Crewe Advisors
Utah
$74.9K
GI
545
Gradient Investments
Minnesota
$71K
BBHC
546
Brown Brothers Harriman & Co
New York
$64.2K
TIM
547
Tortoise Investment Management
New York
$58K
FHA
548
First Horizon Advisors
Tennessee
$57.6K -$576 -6 -1%
EW
549
Element Wealth
Mississippi
$57.5K
BWM
550
BigSur Wealth Management
Florida
$55.4K

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.