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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
MMH
551
Menora Mivtachim Holdings
Israel
$233K
TFP
552
Traction Financial Partners
Wyoming
$232K +$218K +2,277 New
AFA
553
AA Financial Advisors
Ohio
$231K +$218K +2,274 New
GIS
554
Grayhawk Investment Strategies
Alberta, Canada
$228K +$214K +2,240 New
PP
555
PDS Planning
Ohio
$226K +$1.24K +13 +0.6%
CTA
556
Chesley Taft & Associates
Illinois
$226K
EFG
557
Embree Financial Group
Illinois
$224K +$210K +2,200 New
VWA
558
Visionary Wealth Advisors
Illinois
$223K -$6.89K -72 -3%
WS
559
Wedbush Securities
California
$221K +$208K +2,172 New
D
560
Dentgroup
Louisiana
$221K -$495K -5,176 -70%
SDWMA
561
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K +$207K +2,167 New
OGF
562
Orin Green Financial
California
$219K +$205K +2,147 New
MCA
563
Maryland Capital Advisors
Maryland
$217K
CPC
564
Consolidated Planning Corp
Georgia
$217K -$30.5K -319 -13%
SAF
565
Smith Anglin Financial
Texas
$216K -$270K -2,821 -57%
DAS
566
Dynamic Advisor Solutions
Arizona
$215K +$205K +2,148 New
BGA
567
Battery Global Advisors
Massachusetts
$214K +$201K +2,102 New
TW
568
Traveka Wealth
California
$213K +$201K +2,096 New
IC
569
Inscription Capital
Texas
$212K +$199K +2,082 New
VCP
570
Vista Capital Partners
Oregon
$211K +$199K +2,077 New
BCP
571
Blue Chip Partners
Michigan
$209K +$3.35K +35 +2%
RCAG
572
Rehmann Capital Advisory Group
Michigan
$205K +$192K +2,011 New
MCWS
573
McKinley Carter Wealth Services
West Virginia
$205K +$192K +2,010 New
EWM
574
Elevatus Welath Management
New York
$204K +$192K +2,006 New
PC
575
Port Capital
Illinois
$204K +$191K +2,000 New

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.