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iShares MSCI ACWI ETF

565 hedge funds and large institutions have $17.3B invested in iShares MSCI ACWI ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 212 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more capital invested

Capital invested by funds: $9.48B → $17.3B (+$7.79B)

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

1% more funds holding

Funds holding: 560565 (+5)

10.65% less ownership

Funds ownership: 56.58%45.93% (-11%)

12% less call options, than puts

Call options by funds: $76.7M | Put options by funds: $87.4M

22% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 212

Holders
565
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
8.91%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
0.77%
New
54
Increased
165
Reduced
212
Closed
43
Calls
$76.7M
Puts
$87.4M
Net Calls
-$10.7M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
51
Bogart Wealth LLC
Virginia
$32.6M +$4.92M +49,370 +18%
ECG
52
EPIQ Capital Group
California
$31.9M -$330K -3,308 -1%
MFS
53
Madrona Financial Services
Washington
$31.3M -$16.6M -166,693 -35%
KIM
54
Karpus Investment Management
New York
$31M -$152K -1,522 -0.5%
UCFA
55
United Capital Financial Advisors
Texas
$30.9M -$1.22M -12,232 -4%
PWPCM
56
Perella Weinberg Partners Capital Management
New York
$30.8M
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$29.6M +$3.55M +35,675 +15%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$28.6M -$140K -1,405 -0.5%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$28.2M +$9.2M +92,342 +49%
CB
60
Community Bank
New York
$26.9M -$847K -8,505 -3%
BS
61
Banco Santander
Spain
$26.7M +$6.79M +68,170 +34%
WKKFT
62
W.K. Kellogg Foundation Trust
Michigan
$26.6M
GVAG
63
Great Valley Advisor Group
Delaware
$26.5M -$1.87M -18,790 -7%
JP Morgan Chase
64
JP Morgan Chase
New York
$26.1M +$1.39M +13,997 +6%
Truist Financial
65
Truist Financial
North Carolina
$25M -$690K -6,925 -3%
SBL
66
Sargent Bickham Lagudis
Colorado
$25M +$9.28M +93,122 +59%
CA
67
Cambridge Associates
Massachusetts
$23.7M +$2.39M +24,000 +11%
PAG
68
Private Advisor Group
New Jersey
$23.4M +$531K +5,333 +2%
LPL Financial
69
LPL Financial
California
$23.2M +$1.81M +18,143 +8%
CL
70
CPWM LLC
Washington
$22.7M +$829K +8,320 +4%
CAM
71
Cresset Asset Management
Illinois
$20.1M +$100 +1 +0%
NAM
72
Nationwide Asset Management
Ohio
$19.9M +$180M +1,803,000 +931%
WPW
73
Waldron Private Wealth
Pennsylvania
$18.5M +$63.8K +640 +0.3%
FPCP
74
Fort Point Capital Partners
California
$18.1M +$2.89K +29 +0%
IC
75
IEQ Capital
California
$16.7M -$187K -1,878 -1%