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
Cerity Partners
101
Cerity Partners
New York
$15.9M +$9.28M +97,050 +165%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$15.3M +$1.57M +16,447 +12%
DA
103
Drake & Associates
Wisconsin
$14.9M +$395K +4,128 +3%
GM
104
Granger Management
New York
$14.2M -$43.5M -455,000 -77%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$13.8M -$1.12M -11,689 -8%
IC
106
IEQ Capital
California
$13.4M -$565K -5,910 -4%
AL
107
Aspiriant LLC
California
$13.4M +$6.58M +68,751 +110%
BS
108
Banco Santander
Spain
$13.1M +$3.55M +37,075 +40%
CF
109
Centaurus Financial
California
$12.9M +$155K +1,618 +1%
WRTC
110
Wind River Trust Company
Wyoming
$12.6M
LBC
111
Lowe Brockenbrough & Co
Virginia
$12.2M +$10.4M +108,258 +902%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$12.1M +$11.3M +118,426 New
GFP
113
Gryphon Financial Partners
Ohio
$12M +$1.36M +14,208 +13%
MC
114
Mayo Clinic
Minnesota
$11.6M -$34.9M -365,199 -76%
AIM
115
Allen Investment Management
New York
$11.6M
Comerica Bank
116
Comerica Bank
Texas
$11.3M +$2.64M +27,640 +33%
GT
117
Glenmede Trust
Pennsylvania
$11.1M +$4.09M +42,764 +65%
GA
118
GFS Advisors
Texas
$11M +$80.4K +840 +0.8%
VM
119
VPR Management
Texas
$11M -$2.01M -21,000 -16%
AG
120
AlTi Global
New York
$10.5M +$9.91M +103,635 New
Wellington Management Group
121
Wellington Management Group
Massachusetts
$10.4M -$4.59M -47,996 -32%
AA
122
Altman Advisors
Illinois
$10.3M +$9.71M +101,519 New
Two Sigma Advisers
123
Two Sigma Advisers
New York
$10.3M +$9.7M +101,400 New
AR
124
Advisory Research
Illinois
$10.2M +$9.4M +98,290 +4,125%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.53M +$8M +83,600 +836%

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.