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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
MCM
576
MV Capital Management
Maryland
$183K
PTC
577
Private Trust Company
Ohio
$166K
CPA
578
Cardiff Park Advisors
California
$163K +$153K +1,598 New
TPCW
579
TD Private Client Wealth
New York
$157K +$147K +1,540 New
HI
580
Harbour Investments
Wisconsin
$152K -$41.1K -430 -22%
MIM
581
Macroview Investment Management
Maryland
$150K -$3.35K -35 -2%
AF
582
Allworth Financial
California
$146K +$1.05K +11 +0.8%
BONH
583
Bank of New Hampshire
New Hampshire
$136K
HNB
584
Huntington National Bank
Ohio
$136K
FWM
585
FSA Wealth Management
Massachusetts
$134K +$126K +1,316 New
GFL
586
Granite FO LLC
New Hampshire
$132K -$5.74K -60 -4%
MGI
587
MayTech Global Investments
New York
$130K +$78.9K +825 +184%
FWP
588
FAS Wealth Partners
Kansas
$128K +$1.15K +12 +1%
GM
589
GeoWealth Management
Illinois
$122K
RDFA
590
Ritter Daniher Financial Advisory
Ohio
$122K +$114K +1,195 New
CWC
591
Carolinas Wealth Consulting
North Carolina
$118K +$765 +8 +0.7%
SAM
592
Smartleaf Asset Management
Massachusetts
$117K +$110K +1,150 New
BWM
593
Baystate Wealth Management
Massachusetts
$108K -$478 -5 -0.5%
VNA
594
Valley National Advisers
Pennsylvania
$106K
S
595
Sachetta
Massachusetts
$105K +$98.3K +1,027 New
CSC
596
Caldwell Sutter Capital
California
$102K +$69.5K +726 +264%
Simplex Trading
597
Simplex Trading
Illinois
$100K +$94.3K +986 New
B
598
Birchbrook
Maine
$99.6K +$93.7K +979 New
CWM
599
Cedar Wealth Management
California
$98.2K
GC
600
Gould Capital
Washington
$90.5K

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.