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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
Prudential Financial
126
Prudential Financial
New Jersey
$7.13M -$43.7K -455 -0.6%
BW
127
BIP Wealth
Georgia
$7.11M -$691K -7,200 -9%
DS
128
DRW Securities
Illinois
$7.1M +$5.84M +60,832 +379%
SC
129
Sierra Capital
Florida
$7.01M -$3.89M -40,519 -35%
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$6.78M -$18.2K -190 -0.3%
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$6.76M +$6.78M +70,696 +2,797%
BL
132
Balentine LLC
Georgia
$6.72M -$48.5K -506 -0.7%
Osaic Holdings
133
Osaic Holdings
Arizona
$6.68M -$241K -2,514 -3%
NA
134
Nottingham Advisors
New York
$6.53M -$2.02K -21 -0%
TCM
135
TD Capital Management
Tennessee
$6.46M -$79.8K -832 -1%
PA
136
PFG Advisors
Arizona
$6.39M +$1.35M +14,055 +26%
Mariner
137
Mariner
Kansas
$6.32M -$18.9K -197 -0.3%
Millennium Management
138
Millennium Management
New York
$6.31M -$11.4M -118,536 -63%
CB
139
Community Bank
New York
$6.13M
GT
140
Glenmede Trust
Pennsylvania
$6.11M +$901K +9,395 +17%
WANY
141
Wealthspire Advisors (New York)
New York
$6.01M +$4.03K +42 +0.1%
WPA
142
West Paces Advisors
Georgia
$5.94M
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.94M -$244K -2,541 -4%
NI
144
NYL Investors
New York
$5.89M -$259K -2,700 -4%
AL
145
Aspiriant LLC
California
$5.78M +$2.28M +23,803 +61%
CWM
146
Cahaba Wealth Management
Georgia
$5.64M -$17.3K -180 -0.3%
MIH
147
Meitav Investment House
Israel
$5.61M -$608K -6,339 -10%
FMP
148
Financial Management Professionals
Texas
$5.58M +$5.79M +60,372 New
Cerity Partners
149
Cerity Partners
New York
$5.43M -$8.55M -89,107 -60%
AGWCA
150
Annis Gardner Whiting Capital Advisors
Florida
$5.31M +$5.51M +57,471 New

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.