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iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
526
Golden State Equity Partners
California
$271K -$5.26K -55 -2%
CW
527
CreativeOne Wealth
Kansas
$269K +$253K +2,647 New
WP
528
WealthSource Partners
California
$265K
NAS
529
Nicolet Advisory Services
Wisconsin
$264K
RA
530
Ruggaard & Associates
Ohio
$264K
MYIA
531
Mount Yale Investment Advisors
Colorado
$262K
FFA
532
Farther Finance Advisors
California
$261K +$219K +2,290 +848%
TCWM
533
Total Clarity Wealth Management
Illinois
$260K -$20.1K -210 -8%
M&T Bank
534
M&T Bank
New York
$259K -$191 -2 -0.1%
IWMA
535
Ironwood Wealth Management (Arizona)
Arizona
$256K +$7.27K +76 +3%
Thrivent Financial for Lutherans
536
Thrivent Financial for Lutherans
Minnesota
$256K +$240K +2,513 New
SRA
537
Secured Retirement Advisors
Minnesota
$255K +$240K +2,504 New
SPIO
538
Seven Post Investment Office
California
$253K
PGAM
539
Princeton Global Asset Management
New Jersey
$252K +$46.9K +490 +25%
RFWA
540
RPg Family Wealth Advisory
Massachusetts
$251K -$12.5K -131 -5%
SC
541
Sapient Capital
Indiana
$251K +$236K +2,466 New
HWMA
542
Heritage Wealth Management (Arizona)
Arizona
$251K +$236K +2,463 New
SPC
543
Sigma Planning Corp
Michigan
$248K -$380K -3,968 -62%
NFC
544
Northeast Financial Consultants
Connecticut
$246K -$27.2K -284 -10%
PWM
545
Provident Wealth Management
Tennessee
$246K
MWM
546
Modern Wealth Management
Kansas
$244K +$230K +2,401 New
ERWM
547
Elk River Wealth Management
Colorado
$240K
HP
548
Highlander Partners
Texas
$240K
ES
549
Eagle Strategies
New York
$235K +$1.24K +13 +0.6%
SFS
550
Summit Financial Strategies
Ohio
$235K

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.