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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
UBS Group
UBS Group
Switzerland
$566M
3
CGPCS
Capital Group Private Client Services
California
$428M
4
CWM
CIBC World Markets
New York
$356M
5
Goldman Sachs
Goldman Sachs
New York
$632M

Top Sellers

1
MCM
MKP Capital Management
New York
$435M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$102M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$217M
4
Jane Street
Jane Street
New York
$99.5M
5
EW
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
576
TD Private Client Wealth
New York
$157K +$157K +1,540 New
HI
577
Harbour Investments
Wisconsin
$152K -$43.8K -430 -22%
MIM
578
Macroview Investment Management
Maryland
$150K -$3.56K -35 -2%
AF
579
Allworth Financial
California
$146K +$1.12K +11 +0.8%
BONH
580
Bank of New Hampshire
New Hampshire
$136K – – –
HNB
581
Huntington National Bank
Ohio
$136K -$123K – –
FWM
582
FSA Wealth Management
Massachusetts
$134K +$134K +1,316 New
GFL
583
Granite FO LLC
New Hampshire
$132K -$6.11K -60 -4%
MGI
584
MayTech Global Investments
New York
$130K +$83.9K +825 +184%
FWP
585
FAS Wealth Partners
Kansas
$128K +$1.22K +12 +1%
GM
586
GeoWealth Management
Illinois
$122K – – –
RDFA
587
Ritter Daniher Financial Advisory
Ohio
$122K +$122K +1,195 New
CWC
588
Carolinas Wealth Consulting
North Carolina
$118K +$814 +8 +0.7%
SAM
589
Smartleaf Asset Management
Massachusetts
$117K +$117K +1,150 New
BWM
590
Baystate Wealth Management
Massachusetts
$108K -$509 -5 -0.5%
VNA
591
Valley National Advisers
Pennsylvania
$106K – – –
S
592
Sachetta
Massachusetts
$105K +$105K +1,027 New
CSC
593
Caldwell Sutter Capital
California
$102K +$73.9K +726 +264%
Simplex Trading
594
Simplex Trading
Illinois
$100K +$100K +986 New
B
595
Birchbrook
Maine
$99.6K +$99.6K +979 New
CWM
596
Cedar Wealth Management
California
$98.2K – – –
GC
597
Gould Capital
Washington
$90.5K – – –
SA
598
Scarborough Advisors
Maryland
$89.3K +$89.3K +877 New
CP
599
Castleview Partners
Texas
$85K +$85K +836 New
HWM
600
HighMark Wealth Management
Minnesota
$85K +$713 +7 +0.8%
22 23
24
25 26