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iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
601
Scarborough Advisors
Maryland
$89.3K +$83.9K +877 New
CP
602
Castleview Partners
Texas
$85K +$80K +836 New
HWM
603
HighMark Wealth Management
Minnesota
$85K +$670 +7 +0.8%
TWC
604
TD Waterhouse Canada
Ontario, Canada
$85K
CA
605
Crewe Advisors
Utah
$82.5K
SWM
606
Sugarloaf Wealth Management
Georgia
$75K -$12.9K -135 -15%
CW
607
Cooksen Wealth
Texas
$74.5K +$70K +732 New
GI
608
Gradient Investments
Minnesota
$74.1K -$3.92K -41 -5%
HT
609
Headlands Technologies
Illinois
$72.7K +$36.7K +384 +116%
BBHC
610
Brown Brothers Harriman & Co
New York
$70.7K
TIM
611
Tortoise Investment Management
New York
$63.9K
BWM
612
BigSur Wealth Management
Florida
$61.1K
CFO
613
CVA Family Office
Colorado
$60.5K +$56.8K +594 New
S
614
Syntrinsic
Colorado
$59.2K +$574 +6 +1%
FHA
615
First Horizon Advisors
Tennessee
$59.1K -$4.11K -43 -7%
MCM
616
MidAtlantic Capital Management
Virginia
$57.2K +$53.8K +562 New
EBA
617
Eagle Bay Advisors
New York
$56.2K +$52.8K +552 New
MSWM
618
McGlone Suttner Wealth Management
Wisconsin
$54.5K +$51.2K +535 New
SWPG
619
Strategic Wealth Partners Group
Illinois
$54.2K +$50.9K +532 New
EW
620
Element Wealth
Mississippi
$52.1K -$10.5K -110 -18%
CB
621
CNB Bank
Pennsylvania
$50.9K
SS
622
Sunbelt Securities
Texas
$50.1K -$74.3K -777 -61%
AIM
623
Anchor Investment Management
South Carolina
$47K
TRCT
624
Tower Research Capital (TRC)
New York
$45.6K +$11.8K +123 +38%
DPW
625
DiNuzzo Private Wealth
Pennsylvania
$44.7K +$42K +439 New

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.