ACWI icon

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 %
GIS
551
Grayhawk Investment Strategies
Alberta, Canada
$228K +$228K +2,240 New
PP
552
PDS Planning
Ohio
$226K +$1.32K +13 +0.6%
CTA
553
Chesley Taft & Associates
Illinois
$226K – – –
EFG
554
Embree Financial Group
Illinois
$224K +$224K +2,200 New
VWA
555
Visionary Wealth Advisors
Illinois
$223K -$7.33K -72 -3%
WS
556
Wedbush Securities
California
$221K +$221K +2,172 New
D
557
Dentgroup
Louisiana
$221K -$527K -5,176 -70%
SDWMA
558
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K +$221K +2,167 New
OGF
559
Orin Green Financial
California
$219K +$219K +2,147 New
MCA
560
Maryland Capital Advisors
Maryland
$217K – – –
CPC
561
Consolidated Planning Corp
Georgia
$217K -$32.5K -319 -13%
SAF
562
Smith Anglin Financial
Texas
$216K -$287K -2,821 -57%
DAS
563
Dynamic Advisor Solutions
Arizona
$215K +$215K +2,148 New
BGA
564
Battery Global Advisors
Massachusetts
$214K +$214K +2,102 New
TW
565
Traveka Wealth
California
$213K +$213K +2,096 New
IC
566
Inscription Capital
Texas
$212K +$212K +2,082 New
VCP
567
Vista Capital Partners
Oregon
$211K +$211K +2,077 New
BCP
568
Blue Chip Partners
Michigan
$209K +$3.56K +35 +2%
RCAG
569
Rehmann Capital Advisory Group
Michigan
$205K +$205K +2,011 New
MCWS
570
McKinley Carter Wealth Services
West Virginia
$205K +$205K +2,010 New
EWM
571
Elevatus Welath Management
New York
$204K +$204K +2,006 New
PC
572
Port Capital
Illinois
$204K +$204K +2,000 New
MCM
573
MV Capital Management
Maryland
$183K – – –
PTC
574
Private Trust Company
Ohio
$166K – – –
CPA
575
Cardiff Park Advisors
California
$163K +$163K +1,598 New
21 22
23
24 25