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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
WDL
151
Well Done LLC
Michigan
$3.78M +$971K +11,240 +30%
BSW
152
Buckingham Strategic Wealth
Missouri
$3.73M +$1.36M +15,779 +49%
TA
153
Tiedemann Advisors
New York
$3.73M +$248K +2,873 +6%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$3.67M +$328K +3,799 +9%
MIA
155
MainStreet Investment Advisors
Illinois
$3.66M
Fidelity Investments
156
Fidelity Investments
Massachusetts
$3.6M -$25K -289 -0.6%
LSAG
157
Lake Street Advisors Group
New Hampshire
$3.6M
SPI
158
Sutton Place Investors
New York
$3.58M -$77.1K -892 -2%
LA
159
LexAurum Advisors
Kansas
$3.57M -$130K -1,507 -3%
FRA
160
Frank Rimerman Advisors
California
$3.56M
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$3.47M -$209K -2,418 -5%
N
162
Nuveen
North Carolina
$3.42M
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$3.4M +$95.3K +1,103 +3%
WGCA
164
Wolf Group Capital Advisors
Virginia
$3.39M +$111K +1,287 +3%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$3.33M -$102K -1,175 -3%
EWA
166
EP Wealth Advisors
California
$3.26M -$189K -2,189 -5%
AM
167
Atwater Malick
Pennsylvania
$3.19M +$73.7K +853 +2%
SFG
168
SNS Financial Group
Minnesota
$3.14M
NCM
169
Northside Capital Management
Oregon
$3.08M
CWM
170
Congress Wealth Management
Massachusetts
$3.07M +$727K +8,417 +27%
Ameriprise
171
Ameriprise
Minnesota
$3.02M -$2.21M -25,568 -40%
SFC
172
SYM Financial Corp
Indiana
$3M +$1.31M +15,159 +65%
VCM
173
Vivaldi Capital Management
Illinois
$2.99M +$475K +5,499 +17%
IWN
174
Independent Wealth Network
Iowa
$2.98M +$124K +1,436 +4%
Bank Julius Baer & Co
175
Bank Julius Baer & Co
Switzerland
$2.97M -$6.66M -77,083 -67%