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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
GJIA
676
Glass Jacobson Investment Advisors
Maryland
$2.04K
ME
677
McIlrath & Eck
Washington
$1.95K +$1.82K +19 New
BGAI
678
Bruce G. Allen Investments
Colorado
$1.73K +$1.63K +17 New
AIP
679
Ameritas Investment Partners
Nebraska
$1.53K
EWA
680
EverSource Wealth Advisors
Alabama
$509
HI
681
Horizon Investments
North Carolina
$204 +$191 +2 New
LFG
682
Larson Financial Group
Missouri
$121
Credit Agricole
683
Credit Agricole
France
$102
EW
684
Evoke Wealth
California
-$84.3M -913,025 Closed
N
685
Natixis
France
-$47.7M -516,570 Closed
CI
686
Clal Insurance
Israel
-$44.3M -480,000 Closed
AI
687
Atom Investors
Texas
-$22.6M -244,335 Closed
ACM
688
Arlington Capital Management
Illinois
-$21.4M -231,652 Closed
CI
689
Centerstone Investors
New York
-$12.3M -133,000 Closed
VU
690
Valence8 US
Massachusetts
-$4.67M -50,505 Closed
VOYA Investment Management
691
VOYA Investment Management
Georgia
-$3.11M -33,616 Closed
HL
692
Harding Loevner
New Jersey
-$2.3M -24,860 Closed
TSS
693
Two Sigma Securities
New York
-$2.2M -23,849 Closed
YIH
694
Y-Intercept (HK)
Hong Kong
-$1.09M -11,754 Closed
AGA
695
Accuvest Global Advisors
Utah
-$1.05M -11,408 Closed
BCM
696
Brookstone Capital Management
Illinois
-$707K -7,730 Closed
JWS
697
Juncture Wealth Strategies
Arizona
-$677K -7,328 Closed
Renaissance Technologies
698
Renaissance Technologies
New York
-$527K -5,700 Closed
Marshall Wace
699
Marshall Wace
United Kingdom
-$434K -4,700 Closed
New York State Common Retirement Fund
700
New York State Common Retirement Fund
New York
-$362K -3,916 Closed

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.