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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
JRP
51
Jasper Ridge Partners
California
$31M +$11.5M +120,038 +56%
State Street
52
State Street
Massachusetts
$30.7M -$662K -6,895 -2%
AssetMark Inc
53
AssetMark Inc
California
$30.1M +$226K +2,356 +0.7%
ECG
54
EPIQ Capital Group
California
$30M +$605K +6,307 +2%
AFP
55
Ausdal Financial Partners
Iowa
$29.2M -$1.15M -11,939 -4%
BHB
56
Bank Hapoalim BM
Israel
$28.9M +$8.67M +90,417 +41%
GVAG
57
Great Valley Advisor Group
Delaware
$28.4M +$1.05M +10,925 +4%
CPCM
58
Cornerstone Partners Capital Management
Virginia
$26.1M -$3.16M -32,929 -10%
US Bancorp
59
US Bancorp
Minnesota
$24.5M +$6.38M +66,550 +33%
BC
60
Bricktown Capital
Michigan
$23.9M +$7.25M +75,550 +41%
GFG
61
GR Financial Group
Arizona
$23.1M -$21.4M -222,583 -47%
CA
62
Cambridge Associates
Massachusetts
$22.6M +$23.5M +245,112 New
AI
63
Atom Investors
Texas
$22.6M -$22M -229,351 -48%
IG
64
ING Group
Netherlands
$22.5M -$39.3M -410,000 -63%
Bank Julius Baer & Co
65
Bank Julius Baer & Co
Switzerland
$22.4M +$6.34M +66,100 +37%
PCIG
66
Partners Capital Investment Group
Massachusetts
$22.1M -$1.73M -18,019 -7%
Capital International Investors
67
Capital International Investors
California
$21.4M +$7.9M +82,390 +55%
ACM
68
Arlington Capital Management
Illinois
$21.4M +$5.5M +57,300 +33%
BM
69
Brandywine Managers
Delaware
$20.9M +$1.65M +17,165 +8%
UCFA
70
United Capital Financial Advisors
Texas
$19.9M -$3.12M -32,491 -13%
OFG
71
Oxford Financial Group
Indiana
$19.7M -$126K -1,311 -0.6%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$19.6M +$2.38M +24,817 +13%
OMC
73
Old Mission Capital
Illinois
$19.3M +$10.4M +108,155 +108%
Truist Financial
74
Truist Financial
North Carolina
$19M -$43.1K -449 -0.2%
CWM
75
Circle Wealth Management
New Jersey
$18.6M +$18.9M +196,550 +3,751%

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.