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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
NAM
76
Nationwide Asset Management
Ohio
$18.1M -$277K -2,890 -1%
WPW
77
Waldron Private Wealth
Pennsylvania
$17.7M +$236K +2,462 +1%
HighTower Advisors
78
HighTower Advisors
Illinois
$16.5M -$42.9K -447 -0.2%
CAM
79
Crestone Asset Management
Colorado
$15.8M -$807K -8,411 -5%
VCM
80
Verger Capital Management
North Carolina
$15.4M -$7.29M -75,946 -31%
LPL Financial
81
LPL Financial
California
$15.2M +$1.28M +13,309 +9%
AA
82
Altrafin AG
$14.9M +$3.74M +39,000 +32%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$14.4M -$206M -2,151,821 -93%
JP Morgan Chase
84
JP Morgan Chase
New York
$14M -$9.56M -99,593 -40%
TCA
85
Taconic Capital Advisors
New York
$14M +$4.85M +50,500 +50%
Squarepoint
86
Squarepoint
New York
$14M +$10.5M +109,948 +265%
Wellington Management Group
87
Wellington Management Group
Massachusetts
$13.9M +$7.34M +76,492 +103%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$13.8M -$303K -3,160 -2%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$13.6M -$140K -1,464 -1%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$13.5M +$12M +125,501 +615%
AIC
91
Ayalon Insurance Company
Israel
$13.5M -$297K -3,091 -2%
RJA
92
Raymond James & Associates
Florida
$13.4M -$831K -8,663 -6%
PGF
93
Plan Group Financial
Oklahoma
$13.3M +$8.82M +91,972 +177%
DA
94
Drake & Associates
Wisconsin
$13.1M +$236K +2,458 +2%
IC
95
IEQ Capital
California
$12.7M +$438K +4,560 +3%
CAM
96
Cresset Asset Management
Illinois
$12.7M -$639K -6,661 -5%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$12.4M +$11.7M +121,691 +953%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$12.3M +$2.41M +25,074 +23%
CI
99
Centerstone Investors
New York
$12.3M
VM
100
VPR Management
Texas
$11.9M

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.