ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
UBS Group
UBS Group
Switzerland
$566M
3
CGPCS
Capital Group Private Client Services
California
$428M
4
CWM
CIBC World Markets
New York
$356M
5
Goldman Sachs
Goldman Sachs
New York
$632M

Top Sellers

1
MCM
MKP Capital Management
New York
$435M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$102M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$217M
4
Jane Street
Jane Street
New York
$99.5M
5
EW
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
126
Sycale Advisors
New York
$9.49M – – –
NI
127
NYL Investors
New York
$9.34M +$2.85M +28,000 +44%
DWT
128
Dorsey & Whitney Trust
South Dakota
$9.08M -$58.2K -572 -0.6%
SC
129
Sepio Capital
Utah
$8.94M +$204 +2 +0%
COCM
130
Charter Oak Capital Management
New Hampshire
$8.94M -$29.8K -293 -0.3%
DIP
131
DT Investment Partners
Pennsylvania
$8.66M -$145K -1,400 -2%
BW
132
BIP Wealth
Georgia
$8.52M +$686K +6,745 +9%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$8.36M +$7.03M +69,064 +527%
KP
134
Keel Point
Alabama
$8.33M -$1.76M -17,332 -17%
WP
135
WMS Partners
Maryland
$8.1M -$424K -4,163 -5%
AWA
136
Amplius Wealth Advisors
Pennsylvania
$8.01M -$78.7K -773 -1%
Millennium Management
137
Millennium Management
New York
$7.98M +$1.03M +10,162 +15%
SC
138
Sierra Capital
Florida
$7.97M +$240K +2,362 +3%
Prudential Financial
139
Prudential Financial
New Jersey
$7.77M -$71.6K -704 -0.9%
BWCS
140
Beirne Wealth Consulting Services
Connecticut
$7.57M +$6.45M +63,334 +574%
Kovitz Investment Group Partners
141
Kovitz Investment Group Partners
Illinois
$7.46M -$1.02K -10 -0%
HIIFS
142
Harel Insurance Investments & Financial Services
Israel
$7.46M +$1.61M +15,867 +28%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$7.45M +$4.77M +46,832 +178%
BL
144
Balentine LLC
Georgia
$7.42M +$19.3K +190 +0.3%
PA
145
PFG Advisors
Arizona
$7.39M +$355K +3,489 +5%
TCM
146
TD Capital Management
Tennessee
$7.13M +$15.2K +149 +0.2%
Mariner
147
Mariner
Kansas
$6.94M -$24.6K -242 -0.4%
WANY
148
Wealthspire Advisors (New York)
New York
$6.62M +$102 +1 +0%
PGF
149
Plan Group Financial
Oklahoma
$6.61M -$8.05M -79,078 -55%
GAM
150
Gotham Asset Management
New York
$6.59M +$1.04M +10,252 +19%
4 5
6
7 8