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iShares MSCI ACWI ETF

599 hedge funds and large institutions have $9.45B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

1.2% more ownership

Funds ownership: 51.86%53.06% (+1.2%)

1% more funds holding

Funds holding: 593599 (+6)

2% more call options, than puts

Call options by funds: $307M | Put options by funds: $301M

2% less capital invested

Capital invested by funds: $9.62B → $9.45B (-$178M)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
599
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
9.4%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.66%
New
41
Increased
188
Reduced
230
Closed
31
Calls
$307M
Puts
$301M
Net Calls
+$6.36M
Net Calls Change
-$439M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
101
Intercontinental Wealth Advisors
Texas
$11.2M -$439K -4,727 -4%
SC
102
Sierra Capital
Florida
$11.2M -$2.95M -31,806 -21%
AIM
103
Allen Investment Management
New York
$10.9M
Neuberger Berman Group
104
Neuberger Berman Group
New York
$10.4M +$2.48M +26,753 +33%
CG
105
Colony Group
Massachusetts
$10.3M +$1.14M +12,243 +13%
AWM
106
AE Wealth Management
Kansas
$10.1M +$1.39M +15,018 +17%
BS
107
Banco Santander
Spain
$10.1M -$28.9M -310,947 -75%
GFP
108
Gryphon Financial Partners
Ohio
$10.1M +$812K +8,750 +9%
PFO
109
Pathstone Family Office
New Jersey
$9.93M +$7.05K +76 +0.1%
KP
110
Keel Point
Alabama
$9.91M +$27.7K +298 +0.3%
FPCP
111
Fort Point Capital Partners
California
$9.75M -$7.32M -78,890 -44%
TCA
112
Taconic Capital Advisors
New York
$9.74M +$5.24M +56,500 +126%
OMC
113
Old Mission Capital
Illinois
$9.64M +$9.32M +100,446 New
GA
114
GFS Advisors
Texas
$8.99M -$1.55M -16,690 -15%
Ameriprise
115
Ameriprise
Minnesota
$8.72M -$848K -9,142 -9%
DWT
116
Dorsey & Whitney Trust
South Dakota
$8.64M -$41.2K -444 -0.5%
COCM
117
Charter Oak Capital Management
New Hampshire
$8.61M -$17.4K -188 -0.2%
TA
118
Tiedemann Advisors
New York
$8.45M
SC
119
Sepio Capital
Utah
$8.43M +$186 +2 +0%
DIP
120
DT Investment Partners
Pennsylvania
$8.41M -$650K -7,000 -8%
BW
121
BIP Wealth
Georgia
$8.08M -$255K -2,749 -3%
WP
122
WMS Partners
Maryland
$8.06M -$727K -7,829 -9%
AWA
123
Amplius Wealth Advisors
Pennsylvania
$7.68M -$1.48M -15,976 -17%
Barclays
124
Barclays
United Kingdom
$7.45M -$179K -1,926 -2%
Osaic Holdings
125
Osaic Holdings
Arizona
$7.17M +$276K +2,971 +4%

ACWI Hedge Fund Activity: Q2 2023 in Review

599 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2023, worth a combined $9.45B — down 1.9% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ACWI positions and 31 closed out — a net gain of 10 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was UBS Group, adding an estimated $381M. The largest seller was Morgan Stanley, cutting an estimated $724M.

  • 599 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2023, up from 593 in Q1 2023.
  • Funds reported $9.45B of iShares MSCI ACWI ETF stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 41 funds opened new iShares MSCI ACWI ETF positions in Q2 2023 and 31 closed out, a net change of +10 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2023 was UBS Group, an estimated $381M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2023 was Morgan Stanley, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2023.