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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 %
BCMLT
576
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.19K – – –
AWM
577
Abound Wealth Management
Tennessee
$4.1K – – –
CIR
578
Clear Investment Research
Georgia
$3.18K +$91 +1 +3%
QC
579
Quent Capital
New York
$2.84K +$459 +5 +19%
ACM
580
Antonetti Capital Management
Florida
$2.74K – – –
OA
581
Operose Advisors
Wisconsin
$2.74K – – –
HR
582
Howe & Rusling
New York
$2.57K – – –
AFS
583
Annapolis Financial Services
Maryland
$2.55K – – –
JWA
584
JFS Wealth Advisors
Pennsylvania
$1.92K +$91 +1 +5%
AIP
585
Ameritas Investment Partners
Nebraska
$1.37K -$547 -6 -29%
JGCM
586
Joseph Group Capital Management
Ohio
$1K -$1.19K -13 -54%
EWA
587
EverSource Wealth Advisors
Alabama
$456 -$5.47K -60 -92%
BWM
588
BerganKDV Wealth Management
Minnesota
$274 – – –
LFG
589
Larson Financial Group
Missouri
$106 – – –
ACA
590
Aptus Capital Advisors
Alabama
$91 -$262K -2,875 -100%
GWANC
591
Guardian Wealth Advisors (North Carolina)
North Carolina
$91 -$154K -1,691 -100%
FGAM
592
Financial Gravity Asset Management
Texas
$29 +$29 +323 New
USAA
593
United Services Automobile Association
Texas
– -$80.6M -950,156 Closed
AR
594
Advisory Research
Illinois
– -$28.1M -331,519 Closed
PWPCM
595
Perella Weinberg Partners Capital Management
New York
– -$25M -294,948 Closed
JHCM
596
Juniper Hill Capital Management
California
– -$24.9M -293,518 Closed
BFIC
597
Bedell Frazier Investment Counselling
California
– -$21.9M -257,643 Closed
SRC
598
Shufro Rose & Co
New York
– -$21.8M -257,338 Closed
PFMU
599
Privium Fund Management (UK)
United Kingdom
– -$21.6M -252,460 Closed
KM
600
Kabouter Management
Illinois
– -$18M -210,868 Closed
22 23
24
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