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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
CF
101
Centaurus Financial
California
$11.6M +$551K +5,740 +5%
WRTC
102
Wind River Trust Company
Wyoming
$11.5M
Citadel Advisors
103
Citadel Advisors
Florida
$11.2M +$284K +2,961 +2%
AIM
104
Allen Investment Management
New York
$10.5M
PFO
105
Pathstone Family Office
New Jersey
$10.5M +$969K +10,103 +10%
CG
106
Colony Group
Massachusetts
$10.4M +$437K +4,550 +4%
AWM
107
AE Wealth Management
Kansas
$10.1M +$408K +4,250 +4%
GA
108
GFS Advisors
Texas
$9.95M +$1.34M +13,945 +15%
GFP
109
Gryphon Financial Partners
Ohio
$9.74M +$67K +698 +0.7%
FTUS
110
Flow Traders U.S.
New York
$9.17M +$9.52M +99,268 New
KP
111
Keel Point
Alabama
$9.16M -$393K -4,093 -4%
Victory Capital Management
112
Victory Capital Management
Texas
$8.75M +$3M +31,268 +49%
SA
113
Sycale Advisors
New York
$8.61M +$6.35M +66,200 +245%
BS
114
Banco Santander
Spain
$8.46M -$1.28M -13,393 -13%
DWT
115
Dorsey & Whitney Trust
South Dakota
$8.3M -$17.2K -179 -0.2%
COCM
116
Charter Oak Capital Management
New Hampshire
$8.14M -$154K -1,600 -2%
SC
117
Sepio Capital
Utah
$8.11M
TA
118
Tiedemann Advisors
New York
$8M -$139K -1,452 -2%
Lazard Asset Management
119
Lazard Asset Management
New York
$7.97M +$1.21M +12,607 +17%
DIP
120
DT Investment Partners
Pennsylvania
$7.87M
WP
121
WMS Partners
Maryland
$7.74M -$23.4K -244 -0.3%
Comerica Bank
122
Comerica Bank
Texas
$7.68M +$7.97M +83,097 New
MFS
123
Madrona Financial Services
Washington
$7.36M -$16.9M -176,387 -69%
AWA
124
Amplius Wealth Advisors
Pennsylvania
$7.34M -$51.1K -533 -0.7%
Barclays
125
Barclays
United Kingdom
$7.33M +$155K +1,615 +2%

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.