We are live on ! Find out more
ACWI icon

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
LFG
601
Larson Financial Group
Missouri
$109
Credit Agricole
602
Credit Agricole
France
$92 -$27.9K -291 -100%
1832 Asset Management
603
1832 Asset Management
Ontario, Canada
-$48.9M -509,309 Closed
Lido Advisors
604
Lido Advisors
California
-$22.8M -237,324 Closed
FPCP
605
Fort Point Capital Partners
California
-$9.75M -101,650 Closed
RHP
606
Royal Harbor Partners
Texas
-$7.16M -74,636 Closed
Natixis Advisors
607
Natixis Advisors
Massachusetts
-$2.67M -27,858 Closed
CFA
608
Camarda Financial Advisors
Florida
-$2.07M -21,591 Closed
AP
609
Arlington Partners
Alabama
-$1.94M -20,227 Closed
V
610
Veritable
Delaware
-$1.03M -10,720 Closed
JCM
611
Janney Capital Management
Pennsylvania
-$810K -8,440 Closed
KAH
612
Kathryn A. Hall
-$650K -6,780 Closed
EAM
613
Erste Asset Management
Austria
-$600K -6,321 Closed
VIA
614
Vident Investment Advisory
Georgia
-$599K -6,241 Closed
PFA
615
Peak Financial Advisors
Colorado
-$538K -5,612 Closed
Simplex Trading
616
Simplex Trading
Illinois
-$417K -4,353 Closed
WCM
617
WealthBridge Capital Management
Ohio
-$346K -3,611 Closed
PA
618
Procyon Advisors
Connecticut
-$275K -2,869 Closed
KIM
619
Karpus Investment Management
New York
-$243K -2,528 Closed
FC
620
Financial Consulate
Maryland
-$235K -2,452 Closed
OBWP
621
O'Brien Wealth Partners
Massachusetts
-$235K -2,447 Closed
MCM
622
Mill Capital Management
North Carolina
-$115K -1,200 Closed
HS
623
Horan Securities
United States
-$94.9K -989 Closed
CFO
624
CVA Family Office
Colorado
-$57K -594 Closed
WP
625
WealthPLAN Partners
Nebraska
-$49.3K -514 Closed

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.