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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 %
TWC
601
TD Waterhouse Canada
Ontario, Canada
$85K – – –
CA
602
Crewe Advisors
Utah
$82.5K – – –
SWM
603
Sugarloaf Wealth Management
Georgia
$75.1K -$13.7K -135 -15%
CW
604
Cooksen Wealth
Texas
$74.5K +$74.5K +732 New
GI
605
Gradient Investments
Minnesota
$74.1K -$4.17K -41 -5%
HT
606
Headlands Technologies
Illinois
$72.7K +$39.1K +384 +116%
BBHC
607
Brown Brothers Harriman & Co
New York
$70.7K – – –
TIM
608
Tortoise Investment Management
New York
$63.9K – – –
BWM
609
BigSur Wealth Management
Florida
$61.1K – – –
CFO
610
CVA Family Office
Colorado
$60.5K +$60.5K +594 New
S
611
Syntrinsic
Colorado
$59.2K +$611 +6 +1%
FHA
612
First Horizon Advisors
Tennessee
$59.1K -$4.38K -43 -7%
MCM
613
MidAtlantic Capital Management
Virginia
$57.2K +$57.2K +562 New
EBA
614
Eagle Bay Advisors
New York
$56.2K +$56.2K +552 New
MSWM
615
McGlone Suttner Wealth Management
Wisconsin
$54.5K +$54.5K +535 New
SWPG
616
Strategic Wealth Partners Group
Illinois
$54.2K +$54.2K +532 New
EW
617
Element Wealth
Mississippi
$52.1K -$11.2K -110 -18%
CB
618
CNB Bank
Pennsylvania
$50.9K – – –
SS
619
Sunbelt Securities
Texas
$50.1K -$79.1K -777 -61%
AIM
620
Anchor Investment Management
South Carolina
$47K – – –
TRCT
621
Tower Research Capital (TRC)
New York
$45.6K +$12.5K +123 +38%
DPW
622
DiNuzzo Private Wealth
Pennsylvania
$44.7K +$44.7K +439 New
VL
623
Vima LLC
Michigan
$41.8K +$41.8K +411 New
SIS
624
Sound Income Strategies
Florida
$40.1K +$40.1K +394 New
LFA
625
Level Financial Advisors
New York
$36K +$306 +3 +0.9%
23 24
25
26 27