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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
Stifel Financial
126
Stifel Financial
Missouri
$9.51M +$5.78M +60,457 +183%
SA
127
Sycale Advisors
New York
$9.49M
NI
128
NYL Investors
New York
$9.34M +$2.68M +28,000 +44%
DWT
129
Dorsey & Whitney Trust
South Dakota
$9.08M -$54.7K -572 -0.6%
SC
130
Sepio Capital
Utah
$8.94M +$191 +2 +0%
COCM
131
Charter Oak Capital Management
New Hampshire
$8.94M -$28K -293 -0.3%
DIP
132
DT Investment Partners
Pennsylvania
$8.66M -$134K -1,400 -2%
BW
133
BIP Wealth
Georgia
$8.52M +$645K +6,745 +9%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$8.36M +$6.61M +69,064 +527%
KP
135
Keel Point
Alabama
$8.33M -$1.66M -17,332 -17%
WP
136
WMS Partners
Maryland
$8.1M -$398K -4,163 -5%
AWA
137
Amplius Wealth Advisors
Pennsylvania
$8.01M -$74K -773 -1%
Millennium Management
138
Millennium Management
New York
$7.98M +$972K +10,162 +15%
SC
139
Sierra Capital
Florida
$7.97M +$226K +2,362 +3%
Prudential Financial
140
Prudential Financial
New Jersey
$7.77M -$67.3K -704 -0.9%
BWCS
141
Beirne Wealth Consulting Services
Connecticut
$7.57M +$6.06M +63,334 +574%
Kovitz Investment Group Partners
142
Kovitz Investment Group Partners
Illinois
$7.46M -$957 -10 -0%
HIIFS
143
Harel Insurance Investments & Financial Services
Israel
$7.46M +$1.52M +15,867 +28%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$7.45M +$4.48M +46,832 +178%
BL
145
Balentine LLC
Georgia
$7.42M +$18.2K +190 +0.3%
PA
146
PFG Advisors
Arizona
$7.39M +$334K +3,489 +5%
TCM
147
TD Capital Management
Tennessee
$7.13M +$14.3K +149 +0.2%
Mariner
148
Mariner
Kansas
$6.94M -$23.2K -242 -0.4%
WANY
149
Wealthspire Advisors (New York)
New York
$6.62M +$96 +1 +0%
PGF
150
Plan Group Financial
Oklahoma
$6.61M -$7.57M -79,078 -55%

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.