We are live on ! Find out more
ACWI icon

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
OFG
76
Oxford Financial Group
Indiana
$26.3M +$4.35M +45,503 +21%
AIC
77
Ayalon Insurance Company
Israel
$26.2M +$10.7M +111,893 +77%
Bank Julius Baer & Co
78
Bank Julius Baer & Co
Switzerland
$24.9M +$194K +2,025 +0.8%
FTUS
79
Flow Traders U.S.
New York
$24.6M +$13.6M +142,521 +144%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$24.4M +$8.01M +83,722 +54%
Barclays
81
Barclays
United Kingdom
$23.9M +$14.9M +155,254 +196%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$23.2M +$1.51M +15,777 +7%
TCA
83
Taconic Capital Advisors
New York
$23.1M +$7.18M +75,000 +49%
Northern Trust
84
Northern Trust
Illinois
$21.8M -$26M -271,429 -56%
CWM
85
Circle Wealth Management
New Jersey
$20.5M +$957 +10 +0%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$20.3M +$19M +198,966 New
WPW
87
Waldron Private Wealth
Pennsylvania
$20.2M +$658K +6,876 +4%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$19.9M +$5.84M +61,030 +45%
DS
89
DRW Securities
Illinois
$19.7M +$11.1M +116,304 +151%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$19M +$3.58M +37,402 +25%
WA
91
WestEnd Advisors
North Carolina
$17.8M +$14M +146,302 +514%
CAM
92
Crestone Asset Management
Colorado
$17.7M +$251K +2,620 +2%
UCFA
93
United Capital Financial Advisors
Texas
$17.6M -$4.06M -42,414 -20%
LPL Financial
94
LPL Financial
California
$17.2M +$418K +4,369 +3%
Victory Capital Management
95
Victory Capital Management
Texas
$16.6M +$6.55M +68,461 +72%
AA
96
Altrafin AG
$16.4M
OMC
97
Old Mission Capital
Illinois
$16.2M -$4.7M -49,172 -24%
CA
98
Cambridge Associates
Massachusetts
$16M -$8.4M -87,772 -36%
NW
99
Naviter Wealth
Arkansas
$16M +$12.5M +130,257 +484%
BC
100
Bricktown Capital
Michigan
$15.9M -$9.85M -103,000 -40%

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.