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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
DAM
576
Delta Asset Management
Tennessee
$7.85K +$8.15K +85 New
CTWM
577
Cherry Tree Wealth Management
Minnesota
$7.11K
HCM
578
Hollencrest Capital Management
California
$7.02K
PAG
579
Paladin Advisory Group
Iowa
$7K
LC
580
Lindbrook Capital
California
$6.47K
JGCM
581
Joseph Group Capital Management
Ohio
$6.37K +$5.57K +58 +527%
SSB
582
Sandy Spring Bank
Maryland
$5.54K
RIA
583
Realta Investment Advisors
Delaware
$5.18K
TAM
584
Tucker Asset Management
Colorado
$4.62K
BCMLT
585
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.41K
HWA
586
HHM Wealth Advisors
Tennessee
$4.25K +$4.41K +46 New
AWM
587
Abound Wealth Management
Tennessee
$4.16K
CIR
588
Clear Investment Research
Georgia
$3.25K
QC
589
Quent Capital
New York
$2.89K
ACM
590
Antonetti Capital Management
Florida
$2.77K
OA
591
Operose Advisors
Wisconsin
$2.77K
ACA
592
Aptus Capital Advisors
Alabama
$2.68K
GWANC
593
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.65K
HR
594
Howe & Rusling
New York
$2.6K
AFS
595
Annapolis Financial Services
Maryland
$2.59K
JWA
596
JFS Wealth Advisors
Pennsylvania
$2.13K +$96 +1 +5%
GJIA
597
Glass Jacobson Investment Advisors
Maryland
$1.85K
MAM
598
Marquette Asset Management
Minnesota
$1.76K +$1.82K +19 New
AIP
599
Ameritas Investment Partners
Nebraska
$1.39K
EWA
600
EverSource Wealth Advisors
Alabama
$462

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.