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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
S
551
Syntrinsic
Colorado
$53.2K +$55.2K +575 New
SCM
552
SevenOneSeven Capital Management
Pennsylvania
$53K +$15.1K +157 +39%
CB
553
CNB Bank
Pennsylvania
$46.2K
AIM
554
Anchor Investment Management
South Carolina
$42.7K
MGI
555
MayTech Global Investments
New York
$41.3K +$43K +448 New
LFA
556
Level Financial Advisors
New York
$32.3K
BFPW
557
BOK Financial Private Wealth
Colorado
$31.4K
HT
558
Headlands Technologies
Illinois
$30.5K -$564K -5,883 -95%
HPC
559
HM Payson & Co
Maine
$30K
TRCT
560
Tower Research Capital (TRC)
New York
$30K +$29.8K +311 +2,221%
DFC
561
DB Fitzpatrick & Co
Idaho
$27.3K -$22.3K -232 -44%
CSC
562
Caldwell Sutter Capital
California
$25.4K
FFA
563
Farther Finance Advisors
California
$24.9K +$1.92K +20 +8%
BFEC
564
Benjamin F. Edwards & Company
Missouri
$23K +$1.25K +13 +6%
MFC
565
Morris Financial Concepts
South Carolina
$22.8K -$7.2K -75 -23%
DCM
566
Disciplina Capital Management
Tennessee
$20.9K -$30.2K -315 -58%
WIM
567
Westside Investment Management
California
$18.9K
FAM
568
Family Asset Management
South Carolina
$16.6K
WAG
569
Windsor Advisory Group
Ohio
$16.3K +$17K +177 New
WTC
570
WhitTier Trust Company
Nevada
$16.2K
WAS
571
Winch Advisory Services
Wisconsin
$16K -$1.15K -12 -6%
TCPG
572
Trivant Custom Portfolio Group
California
$12.9K +$672 +7 +5%
AWM
573
Avior Wealth Management
Nebraska
$10.9K
SIC
574
SJS Investment Consulting
Ohio
$8.78K
HBW
575
Hazlett, Burt & Watson
West Virginia
$8K

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.