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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
GFG
51
GR Financial Group
Arizona
$45M +$18.4M +192,052 +77%
Brown Advisory
52
Brown Advisory
Maryland
$44M +$5.51M +57,585 +15%
TBWA
53
Three Bridge Wealth Advisors
California
$42M -$385K -4,026 -1%
HighTower Advisors
54
HighTower Advisors
Illinois
$40.3M +$20.8M +217,181 +122%
MCCA
55
Mill Creek Capital Advisors
Pennsylvania
$38.2M -$5.2M -54,353 -13%
GVAG
56
Great Valley Advisor Group
Delaware
$37M +$5.37M +56,136 +18%
Truist Financial
57
Truist Financial
North Carolina
$34M +$12.3M +128,336 +62%
CPCM
58
Cornerstone Partners Capital Management
Virginia
$33.9M +$4.79M +50,089 +18%
JRP
59
Jasper Ridge Partners
California
$33.6M -$500K -5,226 -2%
ECG
60
EPIQ Capital Group
California
$33.5M +$374K +3,914 +1%
Citigroup
61
Citigroup
New York
$33.3M +$26.9M +281,634 +615%
BTI
62
Blue Trust Inc
Georgia
$33.3M +$1.27M +13,256 +4%
AssetMark Inc
63
AssetMark Inc
California
$32.4M -$733K -7,659 -2%
BHB
64
Bank Hapoalim BM
Israel
$31.9M -$16.3K -170 -0.1%
Lido Advisors
65
Lido Advisors
California
$31.5M +$40.7M +425,475 New
BM
66
Brandywine Managers
Delaware
$30.5M +$7.02M +73,348 +32%
AFP
67
Ausdal Financial Partners
Iowa
$30.4M -$1.72M -17,936 -6%
PWPCM
68
Perella Weinberg Partners Capital Management
New York
$30M +$28.2M +294,948 New
State Street
69
State Street
Massachusetts
$28.7M -$4.83M -50,439 -15%
VCM
70
Verger Capital Management
North Carolina
$27.3M +$9.66M +100,954 +60%
Osaic Holdings
71
Osaic Holdings
Arizona
$27.1M +$18.5M +193,874 +268%
CAM
72
Cresset Asset Management
Illinois
$27.1M +$12.3M +128,585 +94%
US Bancorp
73
US Bancorp
Minnesota
$27M +$38.9K +407 +0.2%
PCIG
74
Partners Capital Investment Group
Massachusetts
$26.9M +$2.35M +24,550 +10%
Lazard Asset Management
75
Lazard Asset Management
New York
$26.4M +$16.6M +173,325 +201%

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.