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iShares MSCI ACWI ETF
ACWI

599 hedge funds and large institutions have $9.45B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

1.2% more ownership

Funds ownership: 51.86% → 53.06% (+1.2%)

1% more funds holding

Funds holding: 593 → 599 (+6)

2% more call options, than puts

Call options by funds: $307M | Put options by funds: $301M

2% less capital invested

Capital invested by funds: $9.62B → $9.45B (-$178M)

5% less funds holding in top 10

Funds holding in top 10: 44 → 42 (-2)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
599
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
9.4%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.66%
New
41
Increased
188
Reduced
230
Closed
31
Calls
$307M
Puts
$301M
Net Calls
+$6.36M
Net Calls Change
-$439M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$381M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$350M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$185M
4
N
Nuveen
North Carolina
+$173M
5
JHU
Johns Hopkins University
Maryland
+$114M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$724M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$418M
3
Bank of America
Bank of America
North Carolina
-$287M
4
FTUS
Flow Traders U.S.
New York
-$135M
5
SP
Sarasin & Partners
United Kingdom
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
576
Lindbrook Capital
California
$6.72K – – –
SSB
577
Sandy Spring Bank
Maryland
$5.76K – – –
RIA
578
Realta Investment Advisors
Delaware
$5.18K +$5.01K +54 New
TAM
579
Tucker Asset Management
Colorado
$4.8K – – –
BCMLT
580
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.41K – – –
AWM
581
Abound Wealth Management
Tennessee
$4.32K – – –
IGWM
582
ICA Group Wealth Management
Colorado
$3.84K -$1.67K -18 -31%
CIR
583
Clear Investment Research
Georgia
$3.38K – – –
QC
584
Quent Capital
New York
$3K – – –
ACM
585
Antonetti Capital Management
Florida
$2.88K – – –
OA
586
Operose Advisors
Wisconsin
$2.88K – – –
ACA
587
Aptus Capital Advisors
Alabama
$2.78K +$2.6K +28 +2,800%
GWANC
588
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.75K +$2.6K +28 +2,800%
HR
589
Howe & Rusling
New York
$2.7K – – –
AFS
590
Annapolis Financial Services
Maryland
$2.69K – – –
JWA
591
JFS Wealth Advisors
Pennsylvania
$2.11K +$93 +1 +5%
GJIA
592
Glass Jacobson Investment Advisors
Maryland
$1.92K +$1.86K +20 New
AIP
593
Ameritas Investment Partners
Nebraska
$1.44K – – –
TRCT
594
Tower Research Capital (TRC)
New York
$1.34K -$16.8K -181 -93%
JGCM
595
Joseph Group Capital Management
Ohio
$1.05K – – –
EWA
596
EverSource Wealth Advisors
Alabama
$480 – – –
BWM
597
BerganKDV Wealth Management
Minnesota
$288 – – –
LFG
598
Larson Financial Group
Missouri
$113 – – –
FGAM
599
Financial Gravity Asset Management
Texas
$31 -$93 -1 -0.3%
FTUS
600
Flow Traders U.S.
New York
– -$135M -1,483,687 Closed
22 23
24
25 26

ACWI Hedge Fund Activity: Q2 2023 in Review

599 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2023, worth a combined $9.45B — down 1.9% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ACWI positions and 31 closed out — a net gain of 10 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was UBS Group, adding an estimated $381M. The largest seller was Morgan Stanley, cutting an estimated $724M.

  • 599 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2023, up from 593 in Q1 2023.
  • Funds reported $9.45B of iShares MSCI ACWI ETF stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 41 funds opened new iShares MSCI ACWI ETF positions in Q2 2023 and 31 closed out, a net change of +10 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2023 was UBS Group, an estimated $381M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2023 was Morgan Stanley, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2023.