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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 %
HBW
651
Hazlett, Burt & Watson
West Virginia
$9K – – –
DAM
652
Delta Asset Management
Tennessee
$8.65K – – –
PAG
653
Paladin Advisory Group
Iowa
$7.99K +$205 +2 +3%
CTWM
654
Cherry Tree Wealth Management
Minnesota
$7.84K – – –
HCM
655
Hollencrest Capital Management
California
$7.74K – – –
AEPWM
656
Atlantic Edge Private Wealth Management
Florida
$7.63K +$7.63K +75 New
LC
657
Lindbrook Capital
California
$7.12K – – –
DF
658
Dunhill Financial
United Kingdom
$6.33K +$6.33K +62 New
SSB
659
Sandy Spring Bank
Maryland
$6.11K – – –
TAM
660
Tucker Asset Management
Colorado
$5.09K – – –
AWM
661
Abound Wealth Management
Tennessee
$4.58K – – –
BCMLT
662
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.25K – – –
OP
663
ORG Partners
Indiana
$3.87K +$3.87K +38 New
ACA
664
Aptus Capital Advisors
Alabama
$3.66K +$712 +7 +24%
CIR
665
Clear Investment Research
Georgia
$3.62K – – –
QC
666
Quent Capital
New York
$3.19K – – –
OA
667
Operose Advisors
Wisconsin
$3.05K – – –
GWANC
668
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.95K – – –
HR
669
Howe & Rusling
New York
$2.87K – – –
AFS
670
Annapolis Financial Services
Maryland
$2.85K – – –
WTC
671
WhitTier Trust Company
Nevada
$2.75K -$15.1K -148 -85%
JWA
672
JFS Wealth Advisors
Pennsylvania
$2.44K +$102 +1 +4%
GJIA
673
Glass Jacobson Investment Advisors
Maryland
$2.04K – – –
ME
674
McIlrath & Eck
Washington
$1.95K +$1.95K +19 New
BGAI
675
Bruce G. Allen Investments
Colorado
$1.73K +$1.73K +17 New
25 26
27
28 29