We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9.41B invested in iShares MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $7.83M

149% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 43

64% more capital invested

Capital invested by funds: $5.73B → $9.41B (+$3.68B)

23% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 176

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

12.79% more ownership

Funds ownership: 40.15%52.94% (+13%)

10% more funds holding

Funds holding: 548603 (+55)

Holders
603
Holders Change
+55
Holders Change %
+10.04%
% of All Funds
9.69%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.82%
New
107
Increased
216
Reduced
176
Closed
43
Calls
$56.8M
Puts
$7.83M
Net Calls
+$49M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$36.6M +$1.49M +17,739 +4%
BWL
52
Bogart Wealth LLC
Virginia
$36.3M +$3.55M +42,227 +11%
BS
53
Banco Santander
Spain
$34.5M -$5.19M -61,700 -13%
TBWA
54
Three Bridge Wealth Advisors
California
$32.9M +$2.96M +35,140 +10%
PP
55
Prudential plc
United Kingdom
$29.5M -$11.7M -139,044 -29%
AFP
56
Ausdal Financial Partners
Iowa
$29M +$19.4M +230,450 +206%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$28.8M +$2.08M +24,677 +8%
AR
58
Advisory Research
Illinois
$28.1M +$26.6M +316,049 +2,043%
ECG
59
EPIQ Capital Group
California
$27.9M +$444K +5,275 +2%
AssetMark Inc
60
AssetMark Inc
California
$27.8M -$5.3K -63 -0%
GVAG
61
Great Valley Advisor Group
Delaware
$25.8M +$1.1M +13,045 +4%
MFS
62
Madrona Financial Services
Washington
$25.8M +$259K +3,073 +1%
PWPCM
63
Perella Weinberg Partners Capital Management
New York
$25M +$24.8M +294,948 New
Stifel Financial
64
Stifel Financial
Missouri
$25M +$11M +130,256 +79%
JHCM
65
Juniper Hill Capital Management
California
$24.9M
Capital International Investors
66
Capital International Investors
California
$24.5M +$3.11M +36,947 +15%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$24.3M -$2.37M -28,162 -9%
BTI
68
Blue Trust Inc
Georgia
$23.7M +$1.03M +12,275 +4%
NA
69
Nottingham Advisors
New York
$23.3M -$25.7M -305,763 -53%
WCM Investment Management
70
WCM Investment Management
California
$23.2M +$23M +273,141 New
SBL
71
Sargent Bickham Lagudis
Colorado
$23.1M +$4.92M +58,512 +27%
JP Morgan Chase
72
JP Morgan Chase
New York
$22.6M -$2.87M -34,155 -11%
WA
73
WestEnd Advisors
North Carolina
$22.5M +$13.2M +157,391 +146%
CS
74
Credit Suisse
Switzerland
$22.1M +$19.1M +227,314 +691%
BFIC
75
Bedell Frazier Investment Counselling
California
$21.9M +$21.7M +257,643 New