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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
VL
626
Vima LLC
Michigan
$41.8K +$39.3K +411 New
SIS
627
Sound Income Strategies
Florida
$40.1K +$37.7K +394 New
LFA
628
Level Financial Advisors
New York
$36K +$287 +3 +0.9%
RBA
629
Richard Bernstein Advisors
New York
$35.6K +$33.5K +350 New
BFPW
630
BOK Financial Private Wealth
Colorado
$34.6K
ACA
631
American Capital Advisory
Idaho
$33.5K +$31.5K +329 New
HPC
632
HM Payson & Co
Maine
$33.1K
PS
633
Principal Securities
Iowa
$30.7K +$28.9K +302 New
JGCM
634
Joseph Group Capital Management
Ohio
$29.8K +$21.4K +224 +325%
DFC
635
DB Fitzpatrick & Co
Idaho
$29.8K -$287 -3 -1%
SC
636
SouthState Corp
Florida
$29.6K +$27.8K +291 New
MFC
637
Morris Financial Concepts
South Carolina
$25.7K +$574 +6 +2%
BFEC
638
Benjamin F. Edwards & Company
Missouri
$25K +$96 +1 +0.4%
CFD
639
Creative Financial Designs
Indiana
$23.7K +$22.3K +233 New
DCM
640
Disciplina Capital Management
Tennessee
$23.1K +$96 +1 +0.4%
LPP
641
Life Planning Partners
Florida
$22.7K +$21.3K +223 New
WIM
642
Westside Investment Management
California
$20.9K
FAM
643
Family Asset Management
South Carolina
$18.3K
WAG
644
Windsor Advisory Group
Ohio
$18.2K +$96 +1 +0.6%
WAS
645
Winch Advisory Services
Wisconsin
$18K +$191 +2 +1%
MSG
646
Main Street Group
Virginia
$17.3K +$16.3K +170 New
PMFA
647
Plante Moran Financial Advisors
Michigan
$15.4K +$14.4K +151 New
TCPG
648
Trivant Custom Portfolio Group
California
$13.8K -$383 -4 -3%
VWWMG
649
Vermillion & White Wealth Management Group
Pennsylvania
$12.8K +$12K +125 New
AWM
650
Avior Wealth Management
Nebraska
$12.5K +$383 +4 +3%

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.