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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

591 hedge funds and large institutions have $9.58B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.67%
New
59
Increased
154
Reduced
248
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.66B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$634M
3
MCM
MKP Capital Management
New York
$526M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$273M
5
FTUS
Flow Traders U.S.
New York
$135M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$112M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$306K
3
Goldman Sachs
Goldman Sachs
New York
$324M
4
Bessemer Group
Bessemer Group
New Jersey
$43.4M
5
CGPCS
Capital Group Private Client Services
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCI
551
MRP Capital Investments
Georgia
$23.4K – – –
TCPG
552
Trivant Custom Portfolio Group
California
$23K +$23K +252 New
LWP
553
Lumature Wealth Partners
Georgia
$21.5K – – –
BFEC
554
Benjamin F. Edwards & Company
Missouri
$21K – – –
WAS
555
Winch Advisory Services
Wisconsin
$19K – – –
WIM
556
Westside Investment Management
California
$18.7K – – –
FA
557
Faithward Advisors
Pennsylvania
$18.5K +$18.5K +201 New
TRCT
558
Tower Research Capital (TRC)
New York
$18K -$417K -4,519 -96%
FAM
559
Family Asset Management
South Carolina
$16.4K -$6.66K -73 -29%
WTC
560
WhitTier Trust Company
Nevada
$16K – – –
VWM
561
Venturi Wealth Management
Texas
$12.5K +$12.5K +137 New
AWM
562
Avior Wealth Management
Nebraska
$10.8K – – –
MMG
563
Monetary Management Group
Missouri
$9.12K +$9.12K +100 New
SIC
564
SJS Investment Consulting
Ohio
$8.66K – – –
KM
565
Kalos Management
Georgia
$8.39K +$8.39K +92 New
HBW
566
Hazlett, Burt & Watson
West Virginia
$8K -$791 -9 -9%
HCM
567
Hollencrest Capital Management
California
$6.93K – – –
PAG
568
Paladin Advisory Group
Iowa
$6.84K +$6.84K +75 New
LC
569
Lindbrook Capital
California
$6.38K – – –
RI
570
Ridgewood Investments
New Jersey
$6.38K +$6.38K +70 New
SSB
571
Sandy Spring Bank
Maryland
$5.47K – – –
IGWM
572
ICA Group Wealth Management
Colorado
$5.29K – – –
Commonwealth Equity Services
573
Commonwealth Equity Services
Massachusetts
$4.7K -$8.05K -88,357 -63%
TAM
574
Tucker Asset Management
Colorado
$4.56K – – –
PMFA
575
Plante Moran Financial Advisors
Michigan
$4.47K +$4.47K +49 New
21 22
23
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