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iShares MSCI ACWI ETF

548 hedge funds and large institutions have $5.73B invested in iShares MSCI ACWI ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 206 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less call options, than puts

Call options by funds: $443M | Put options by funds: $446M

2% less funds holding

Funds holding: 561548 (-13)

4.33% less ownership

Funds ownership: 44.48%40.15% (-4.3%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

21% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 206

23% less capital invested

Capital invested by funds: $7.48B → $5.73B (-$1.74B)

Holders
548
Holders Change
-13
Holders Change %
-2.32%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.78%
New
41
Increased
162
Reduced
206
Closed
48
Calls
$443M
Puts
$446M
Net Calls
-$3.13M
Net Calls Change
+$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Cahaba Wealth Management
Georgia
$5.18M -$246K -2,848 -4%
WANY
127
Wealthspire Advisors (New York)
New York
$5.05M
UWM
128
USAdvisors Wealth Management
Minnesota
$4.81M -$69.4K -803 -1%
WPA
129
West Paces Advisors
Georgia
$4.79M
FCH
130
Freestone Capital Holdings
Washington
$4.76M +$706K +8,174 +15%
VM
131
VPR Management
Texas
$4.67M
Barclays
132
Barclays
United Kingdom
$4.62M -$687K -7,949 -12%
CA
133
Clearstead Advisors
Ohio
$4.54M +$3.17M +36,646 +170%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$4.53M +$3.02M +34,936 +150%
Jennison Associates
135
Jennison Associates
New York
$4.48M +$693K +8,022 +16%
BPC
136
Banque Pictet & Cie
Switzerland
$4.43M
STCOSD
137
Sageworth Trust Company of South Dakota
South Dakota
$4.42M -$229K -2,656 -4%
AI
138
Atria Investments
North Carolina
$4.38M -$3.11M -36,052 -39%
MFG
139
Merit Financial Group
Georgia
$4.32M +$1.92M +22,210 +67%
PFG
140
PAX Financial Group
Texas
$4.26M -$131K -1,512 -3%
HIIFS
141
Harel Insurance Investments & Financial Services
Israel
$4.25M +$176K +2,043 +4%
Simplex Trading
142
Simplex Trading
Illinois
$4.11M +$2.88M +33,322 +170%
PFM
143
Peak Financial Management
Massachusetts
$4.09M -$376K -4,351 -8%
Mariner
144
Mariner
Kansas
$4.02M +$174K +2,019 +4%
WA
145
Waverly Advisors
Alabama
$3.99M +$387K +4,485 +10%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$3.96M +$1.68M +19,433 +62%
KIM
147
Karpus Investment Management
New York
$3.91M -$26.7M -309,325 -86%
PI
148
PineBridge Investments
New York
$3.84M -$320K -3,703 -7%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$3.83M -$10.5K -121 -0.2%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$3.78M +$253K +2,931 +6%