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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 %
JCM
601
Janney Capital Management
Pennsylvania
– -$17.2M -203,062 Closed
MGP
602
Metis Global Partners
California
– -$12.7M -149,306 Closed
Nuveen Asset Management
603
Nuveen Asset Management
Illinois
– -$4.11M -48,368 Closed
Thrivent Financial for Lutherans
604
Thrivent Financial for Lutherans
Minnesota
– -$2.95M -34,512 Closed
MAP
605
Managed Asset Portfolios
Michigan
– -$2.86M -33,680 Closed
MWM
606
Moran Wealth Management
Florida
– -$2.46M -29,037 Closed
PCH
607
PGIM Custom Harvest
New Jersey
– -$2.14M -25,230 Closed
BCV
608
Banque Cantonale Vaudoise
Switzerland
– -$1.57M -17,500 Closed
VAS
609
Vestmark Advisory Solutions
Massachusetts
– -$1.35M -15,938 Closed
NA
610
Nordwand Advisors
Pennsylvania
– -$1.24M -14,640 Closed
OAM
611
Oppenheimer Asset Management
New York
– -$1.19M -14,034 Closed
FIB
612
First Interstate Bank
Montana
– -$1.17M -13,812 Closed
ACM
613
Advisors Capital Management
New Jersey
– -$1.15M -13,503 Closed
9WM
614
9258 Wealth Management
Ohio
– -$1.12M -13,145 Closed
SEI Investments
615
SEI Investments
Pennsylvania
– -$1.07M -12,661 Closed
JWWM
616
Johnson & White Wealth Management
Pennsylvania
– -$265K -11,117 Closed
SFA
617
Souders Financial Advisors
Ohio
– -$940K -11,073 Closed
TW
618
TrinityPoint Wealth
Connecticut
– -$832K -9,799 Closed
MCWS
619
McKinley Carter Wealth Services
West Virginia
– -$752K -8,857 Closed
LFA
620
LGT Financial Advisors
Texas
– -$696K -8,202 Closed
Allspring Global Investments
621
Allspring Global Investments
North Carolina
– -$545K -6,415 Closed
SG
622
StoneX Group
New York
– -$530K -6,240 Closed
MW
623
Marcum Wealth
Ohio
– -$419K -4,938 Closed
WI
624
WrapManager Inc
California
– -$402K -4,734 Closed
DADC
625
D.A. Davidson & Co
Montana
– -$379K -4,464 Closed
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