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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
VWM
651
Venturi Wealth Management
Texas
$10.8K +$10.1K +106 New
SSG
652
Summit Securities Group
New York
$10K +$9.66K +101 New
SIC
653
SJS Investment Consulting
Ohio
$9.67K
HBW
654
Hazlett, Burt & Watson
West Virginia
$9K
DAM
655
Delta Asset Management
Tennessee
$8.65K
PAG
656
Paladin Advisory Group
Iowa
$7.99K +$191 +2 +3%
CTWM
657
Cherry Tree Wealth Management
Minnesota
$7.84K
HCM
658
Hollencrest Capital Management
California
$7.74K
AEPWM
659
Atlantic Edge Private Wealth Management
Florida
$7.63K +$7.17K +75 New
LC
660
Lindbrook Capital
California
$7.12K
DF
661
Dunhill Financial
United Kingdom
$6.33K +$5.93K +62 New
SSB
662
Sandy Spring Bank
Maryland
$6.11K
TAM
663
Tucker Asset Management
Colorado
$5.09K
AWM
664
Abound Wealth Management
Tennessee
$4.58K
BCMLT
665
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.25K
OP
666
ORG Partners
Indiana
$3.87K +$3.63K +38 New
ACA
667
Aptus Capital Advisors
Alabama
$3.66K +$670 +7 +24%
CIR
668
Clear Investment Research
Georgia
$3.62K
QC
669
Quent Capital
New York
$3.19K
OA
670
Operose Advisors
Wisconsin
$3.05K
GWANC
671
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.95K
HR
672
Howe & Rusling
New York
$2.87K
AFS
673
Annapolis Financial Services
Maryland
$2.85K
WTC
674
WhitTier Trust Company
Nevada
$2.75K -$14.2K -148 -85%
JWA
675
JFS Wealth Advisors
Pennsylvania
$2.44K +$96 +1 +4%

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.