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iShares MSCI ACWI ETF
ACWI

599 hedge funds and large institutions have $9.45B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

1.2% more ownership

Funds ownership: 51.86% → 53.06% (+1.2%)

1% more funds holding

Funds holding: 593 → 599 (+6)

2% more call options, than puts

Call options by funds: $307M | Put options by funds: $301M

2% less capital invested

Capital invested by funds: $9.62B → $9.45B (-$178M)

5% less funds holding in top 10

Funds holding in top 10: 44 → 42 (-2)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
599
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
9.4%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.66%
New
41
Increased
188
Reduced
230
Closed
31
Calls
$307M
Puts
$301M
Net Calls
+$6.36M
Net Calls Change
-$439M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$381M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$350M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$185M
4
N
Nuveen
North Carolina
+$173M
5
JHU
Johns Hopkins University
Maryland
+$114M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$724M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$418M
3
Bank of America
Bank of America
North Carolina
-$287M
4
FTUS
Flow Traders U.S.
New York
-$135M
5
SP
Sarasin & Partners
United Kingdom
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$5.17M – – –
PGF
152
Plan Group Financial
Oklahoma
$4.99M +$4.83M +52,060 New
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$4.97M -$1.05M -11,339 -18%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$4.9M -$191K -2,060 -4%
FEG
155
Financial Enhancement Group
Indiana
$4.82M +$4.61M +49,701 New
SHGA
156
Sand Hill Global Advisors
California
$4.8M +$2.67M +28,744 +135%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$4.78M -$170K -1,827 -4%
LA
158
LexAurum Advisors
Kansas
$4.61M -$95.6K -1,030 -2%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$4.61M +$40.4K +435 +0.9%
PFM
160
Peak Financial Management
Massachusetts
$4.58M +$7.42K +80 +0.2%
STCOSD
161
Sageworth Trust Company of South Dakota
South Dakota
$4.57M -$817K -8,800 -16%
WA
162
Waverly Advisors
Alabama
$4.55M -$7.89K -85 -0.2%
UWM
163
USAdvisors Wealth Management
Minnesota
$4.54M -$982K -10,585 -18%
LSAG
164
Lake Street Advisors Group
New Hampshire
$4.43M +$1.02K +11 +0%
PFG
165
PAX Financial Group
Texas
$4.42M -$389K -4,195 -8%
PI
166
PineBridge Investments
New York
$4.39M – – –
FRA
167
Frank Rimerman Advisors
California
$4.29M – – –
MGIA
168
Moneta Group Investment Advisors
Missouri
$4.28M -$5.89M -63,433 -59%
SQA
169
Simon Quick Advisors
New Jersey
$4.21M -$247K -2,662 -6%
YIA
170
YHB Investment Advisors
Connecticut
$4.2M -$109K -1,175 -3%
FCH
171
Freestone Capital Holdings
Washington
$3.99M +$79.1K +852 +2%
Squarepoint
172
Squarepoint
New York
$3.98M -$7.64M -82,367 -67%
B
173
Barings
North Carolina
$3.86M +$370K +3,987 +11%
CWM
174
Congress Wealth Management
Massachusetts
$3.86M -$7.05K -76 -0.2%
AM
175
Atwater Malick
Pennsylvania
$3.84M +$16.7K +180 +0.5%
5 6
7
8 9

ACWI Hedge Fund Activity: Q2 2023 in Review

599 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2023, worth a combined $9.45B — down 1.9% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ACWI positions and 31 closed out — a net gain of 10 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was UBS Group, adding an estimated $381M. The largest seller was Morgan Stanley, cutting an estimated $724M.

  • 599 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2023, up from 593 in Q1 2023.
  • Funds reported $9.45B of iShares MSCI ACWI ETF stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 41 funds opened new iShares MSCI ACWI ETF positions in Q2 2023 and 31 closed out, a net change of +10 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2023 was UBS Group, an estimated $381M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2023 was Morgan Stanley, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2023.