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iShares MSCI ACWI ETF

561 hedge funds and large institutions have $7.48B invested in iShares MSCI ACWI ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 198 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 186

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

1% less funds holding

Funds holding: 565561 (-4)

1.45% less ownership

Funds ownership: 45.93%44.48% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

46% less call options, than puts

Call options by funds: $14M | Put options by funds: $25.7M

57% less capital invested

Capital invested by funds: $17.3B → $7.48B (-$9.79B)

Holders
561
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
9.45%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.81%
New
54
Increased
198
Reduced
186
Closed
51
Calls
$14M
Puts
$25.7M
Net Calls
-$11.7M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
76
Waldron Private Wealth
Pennsylvania
$15.6M +$36.7K +403 +0.2%
FPCP
77
Fort Point Capital Partners
California
$15.1M -$94.3K -1,036 -0.6%
Polen Capital Management
78
Polen Capital Management
Florida
$15M +$12.7M +139,986 +359%
Cerity Partners
79
Cerity Partners
New York
$14.7M +$6.35M +69,811 +66%
Lazard Asset Management
80
Lazard Asset Management
New York
$14.5M +$7.17M +78,828 +84%
SG Americas Securities
81
SG Americas Securities
New York
$14.2M +$15.4M +169,003 New
PAG
82
Private Advisor Group
New Jersey
$14M -$6.13M -67,308 -29%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$13.7M +$3.47M +38,112 +30%
VCM
84
Verger Capital Management
North Carolina
$13.5M +$146K +1,608 +1%
GA
85
GFS Advisors
Texas
$12.9M +$13.4M +146,845 +2,116%
IC
86
IEQ Capital
California
$12.8M -$1.34M -14,761 -9%
US Bancorp
87
US Bancorp
Minnesota
$12.7M +$1.22M +13,356 +10%
Capital International Investors
88
Capital International Investors
California
$12.4M -$1.17M -12,814 -8%
HighTower Advisors
89
HighTower Advisors
Illinois
$11.6M +$2.61M +28,718 +26%
IWA
90
Intercontinental Wealth Advisors
Texas
$11.2M -$26.2K -288 -0.2%
CAM
91
Crestone Asset Management
Colorado
$11M +$228K +2,507 +2%
AFP
92
Ausdal Financial Partners
Iowa
$11M +$8.36M +91,863 +232%
WRTC
93
Wind River Trust Company
Wyoming
$11M
CS
94
Credit Suisse
Switzerland
$10.8M +$6.64M +73,002 +131%
SC
95
Sierra Capital
Florida
$10.8M +$566K +6,218 +5%
DA
96
Drake & Associates
Wisconsin
$10.7M +$11.7M +128,108 New
DIP
97
DT Investment Partners
Pennsylvania
$10.4M
PFO
98
Pathstone Family Office
New Jersey
$10.2M -$135K -1,487 -1%
WA
99
WestEnd Advisors
North Carolina
$10.1M +$10.9M +120,283 New
Bank Julius Baer & Co
100
Bank Julius Baer & Co
Switzerland
$9.67M +$7.71M +84,733 +277%