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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
151
Harel Insurance Investments & Financial Services
Israel
$5.31M +$5.4M +56,253 +4,672%
PA
152
Parallel Advisors
California
$5.28M
MSAGDF
153
Moneda SA Administradora General de Fondos
Chile
$5.27M -$796K -8,300 -13%
CGL
154
Clarius Group LLC
Washington
$5.19M +$2.07M +21,603 +62%
GAM
155
Gotham Asset Management
New York
$5.04M
Polen Capital Management
156
Polen Capital Management
Florida
$5.01M +$2.83M +29,531 +119%
BSW
157
Buckingham Strategic Wealth
Missouri
$4.97M -$738K -7,694 -13%
UWM
158
USAdvisors Wealth Management
Minnesota
$4.91M +$570K +5,943 +13%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$4.77M -$12.6K -131 -0.3%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$4.76M +$42.4K +442 +0.9%
Jennison Associates
161
Jennison Associates
New York
$4.74M +$4.48M +46,663 +1,012%
PFG
162
PAX Financial Group
Texas
$4.68M +$434K +4,527 +10%
VU
163
Valence8 US
Massachusetts
$4.67M +$4.85M +50,505 New
FEG
164
Financial Enhancement Group
Indiana
$4.63M -$22K -229 -0.5%
MOS
165
MGO One Seven
Ohio
$4.53M +$4.71M +49,057 New
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$4.43M -$178K -1,856 -4%
STCOSD
167
Sageworth Trust Company of South Dakota
South Dakota
$4.4M
PFM
168
Peak Financial Management
Massachusetts
$4.4M -$15.3K -159 -0.3%
LA
169
LexAurum Advisors
Kansas
$4.4M -$43.7K -455 -0.9%
Ameriprise
170
Ameriprise
Minnesota
$4.29M -$4.3M -44,789 -49%
LSAG
171
Lake Street Advisors Group
New Hampshire
$4.27M
Fidelity Investments
172
Fidelity Investments
Massachusetts
$4.24M -$199K -2,076 -4%
Citigroup
173
Citigroup
New York
$4.23M -$18.5M -193,101 -81%
SW
174
SteelPeak Wealth
California
$4.12M +$4.28M +44,584 New
WA
175
Waverly Advisors
Alabama
$4.12M -$273K -2,842 -6%

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.