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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
IIC
601
Integrated Investment Consultants
Michigan
– -$362K -351,494 Closed
CA
602
Cambridge Associates
Massachusetts
– -$25.4M -278,598 Closed
FMP
603
Financial Management Professionals
Texas
– -$8.97M -98,426 Closed
CWM
604
CIBC World Markets
New York
– -$4.09M -44,900 Closed
WCP
605
Wick Capital Partners
Pennsylvania
– -$2.22M -24,394 Closed
CIC
606
Chilton Investment Company
Connecticut
– -$2.03M -22,283 Closed
AWM
607
Activest Wealth Management
Florida
– -$1.73M -19,172 Closed
FA
608
FDx Advisors
Illinois
– -$1.24M -14,640 Closed
HF
609
HRT Financial
New York
– -$1.09M -11,980 Closed
CCM
610
Causeway Capital Management
California
– -$917K -10,057 Closed
SGI
611
Summit Global Investments
Utah
– -$850K -9,322 Closed
CI
612
Cambiar Investors
Colorado
– -$692K -7,596 Closed
CAM
613
Cidel Asset Management
Ontario, Canada
– -$559K -6,136 Closed
AFG
614
Atomi Financial Group
New York
– -$344K -3,769 Closed
GT
615
Greenleaf Trust
Michigan
– -$338K -3,705 Closed
HAS
616
HBW Advisory Services
California
– -$282K -3,094 Closed
TSS
617
Two Sigma Securities
New York
– -$257K -2,815 Closed
SG
618
Strid Group
Pennsylvania
– -$217K -2,385 Closed
NAM
619
NorthCrest Asset Manangement
Minnesota
– -$214K -2,350 Closed
SW
620
SteelPeak Wealth
California
– -$212K -2,329 Closed
GI
621
Glovista Investments
New Jersey
– -$206K -2,259 Closed
MGI
622
MayTech Global Investments
New York
– -$110K -1,211 Closed
EI
623
Ellevest Inc
New York
– -$52.1K -572 Closed
BAM
624
Belpointe Asset Management
Nevada
– -$50.2K -551 Closed
TWA
625
TCI Wealth Advisors
Arizona
– -$32.4K -355 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.