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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

591 hedge funds and large institutions have $9.58B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.67%
New
59
Increased
154
Reduced
248
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.66B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$634M
3
MCM
MKP Capital Management
New York
$526M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$273M
5
FTUS
Flow Traders U.S.
New York
$135M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$112M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$306K
3
Goldman Sachs
Goldman Sachs
New York
$324M
4
Bessemer Group
Bessemer Group
New Jersey
$43.4M
5
CGPCS
Capital Group Private Client Services
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Parallel Advisors
California
$5.21M -$986K -10,817 -16%
BPC
152
Banque Pictet & Cie
Switzerland
$5.19M – – –
GT
153
Glenmede Trust
Pennsylvania
$5.17M +$29.7K +326 +0.6%
STCOSD
154
Sageworth Trust Company of South Dakota
South Dakota
$5.15M -$147K -1,616 -3%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$4.84M +$539K +5,915 +13%
PFG
156
PAX Financial Group
Texas
$4.58M -$362K -3,968 -7%
LA
157
LexAurum Advisors
Kansas
$4.47M +$23.3K +256 +0.5%
PFM
158
Peak Financial Management
Massachusetts
$4.35M -$85.4K -937 -2%
GAM
159
Gotham Asset Management
New York
$4.34M +$2.1M +23,034 +94%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$4.34M +$121K +1,328 +3%
WA
161
Waverly Advisors
Alabama
$4.33M +$78.9K +865 +2%
SQA
162
Simon Quick Advisors
New Jersey
$4.25M +$739K +8,110 +21%
LSAG
163
Lake Street Advisors Group
New Hampshire
$4.21M -$2.1K -23 -0%
MML Investors Services
164
MML Investors Services
Massachusetts
$4.21M +$2.57M +28,216 +158%
BSW
165
Buckingham Strategic Wealth
Missouri
$4.17M – – –
PI
166
PineBridge Investments
New York
$4.17M – – –
TCA
167
Taconic Capital Advisors
New York
$4.1M +$2.73M +30,000 +200%
YIA
168
YHB Investment Advisors
Connecticut
$4.1M +$3.79M +41,525 +1,204%
CWM
169
CIBC World Markets
New York
$4.09M +$4.09M +44,900 New
FRA
170
Frank Rimerman Advisors
California
$4.08M – – –
PA
171
PFG Advisors
Arizona
$3.93M +$3.93M +43,126 New
CA
172
Clearstead Advisors
Ohio
$3.91M -$9.21M -101,085 -70%
VOYA Investment Management
173
VOYA Investment Management
Georgia
$3.88M +$1.22M +13,358 +46%
FCH
174
Freestone Capital Holdings
Washington
$3.71M -$372K -4,077 -9%
CWM
175
Congress Wealth Management
Massachusetts
$3.67M -$225K -2,466 -6%
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