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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
1
Morgan Stanley
New York
$2.12B
2
UBS Group
2
UBS Group
Switzerland
$566M
3
CGPCS
3
Capital Group Private Client Services
California
$428M
4
CWM
4
CIBC World Markets
New York
$356M
5
Goldman Sachs
5
Goldman Sachs
New York
$632M

Top Sellers

1
MCM
1
MKP Capital Management
New York
$435M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$102M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$217M
4
Jane Street
4
Jane Street
New York
$99.5M
5
EW
5
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
626
Richard Bernstein Advisors
New York
$35.6K +$35.6K +350 New
BFPW
627
BOK Financial Private Wealth
Colorado
$34.6K – – –
ACA
628
American Capital Advisory
Idaho
$33.5K +$33.5K +329 New
HPC
629
HM Payson & Co
Maine
$33.1K – – –
PS
630
Principal Securities
Iowa
$30.7K +$30.7K +302 New
JGCM
631
Joseph Group Capital Management
Ohio
$29.8K +$22.8K +224 +325%
DFC
632
DB Fitzpatrick & Co
Idaho
$29.8K -$305 -3 -1%
SC
633
SouthState Corp
Florida
$29.6K +$29.6K +291 New
MFC
634
Morris Financial Concepts
South Carolina
$25.7K +$610 +6 +2%
BFEC
635
Benjamin F. Edwards & Company
Missouri
$25K +$100 +1 +0.4%
CFD
636
Creative Financial Designs
Indiana
$23.7K +$23.7K +233 New
DCM
637
Disciplina Capital Management
Tennessee
$23.1K +$102 +1 +0.4%
LPP
638
Life Planning Partners
Florida
$22.7K +$22.7K +223 New
WIM
639
Westside Investment Management
California
$20.9K – – –
FAM
640
Family Asset Management
South Carolina
$18.3K – – –
WAG
641
Windsor Advisory Group
Ohio
$18.2K +$102 +1 +0.6%
WAS
642
Winch Advisory Services
Wisconsin
$18K +$203 +2 +1%
MSG
643
Main Street Group
Virginia
$17.3K +$17.3K +170 New
PMFA
644
Plante Moran Financial Advisors
Michigan
$15.4K +$15.4K +151 New
TCPG
645
Trivant Custom Portfolio Group
California
$13.8K -$407 -4 -3%
VWWMG
646
Vermillion & White Wealth Management Group
Pennsylvania
$12.8K +$12.8K +125 New
AWM
647
Avior Wealth Management
Nebraska
$12.5K +$409 +4 +3%
VWM
648
Venturi Wealth Management
Texas
$10.8K +$10.8K +106 New
SSG
649
Summit Securities Group
New York
$10K +$10K +101 New
SIC
650
SJS Investment Consulting
Ohio
$9.67K – – –
24 25
26
27 28