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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
UBS Group
UBS Group
Switzerland
$566M
3
CGPCS
Capital Group Private Client Services
California
$428M
4
CWM
CIBC World Markets
New York
$356M
5
Goldman Sachs
Goldman Sachs
New York
$632M

Top Sellers

1
MCM
MKP Capital Management
New York
$435M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$102M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$217M
4
Jane Street
Jane Street
New York
$99.5M
5
EW
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
526
Nicolet Advisory Services
Wisconsin
$264K – – –
RA
527
Ruggaard & Associates
Ohio
$264K – – –
MYIA
528
Mount Yale Investment Advisors
Colorado
$262K – – –
FFA
529
Farther Finance Advisors
California
$261K +$233K +2,290 +848%
TCWM
530
Total Clarity Wealth Management
Illinois
$260K -$21.4K -210 -8%
M&T Bank
531
M&T Bank
New York
$259K -$204 -2 -0.1%
IWMA
532
Ironwood Wealth Management (Arizona)
Arizona
$256K +$7.74K +76 +3%
Thrivent Financial for Lutherans
533
Thrivent Financial for Lutherans
Minnesota
$256K +$256K +2,513 New
SRA
534
Secured Retirement Advisors
Minnesota
$255K +$255K +2,504 New
SPIO
535
Seven Post Investment Office
California
$253K – – –
PGAM
536
Princeton Global Asset Management
New Jersey
$252K +$49.9K +490 +25%
RFWA
537
RPg Family Wealth Advisory
Massachusetts
$251K -$13.3K -131 -5%
SC
538
Sapient Capital
Indiana
$251K +$251K +2,466 New
HWMA
539
Heritage Wealth Management (Arizona)
Arizona
$251K +$251K +2,463 New
SPC
540
Sigma Planning Corp
Michigan
$248K -$404K -3,968 -62%
NFC
541
Northeast Financial Consultants
Connecticut
$246K -$28.9K -284 -10%
PWM
542
Provident Wealth Management
Tennessee
$246K – – –
MWM
543
Modern Wealth Management
Kansas
$244K +$244K +2,401 New
ERWM
544
Elk River Wealth Management
Colorado
$240K – – –
HP
545
Highlander Partners
Texas
$240K – – –
ES
546
Eagle Strategies
New York
$235K +$1.32K +13 +0.6%
SFS
547
Summit Financial Strategies
Ohio
$235K – – –
MMH
548
Menora Mivtachim Holdings
Israel
$233K – – –
TFP
549
Traction Financial Partners
Wyoming
$232K +$232K +2,277 New
AFA
550
AA Financial Advisors
Ohio
$231K +$231K +2,274 New
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