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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
UBS Group
UBS Group
Switzerland
$566M
3
CGPCS
Capital Group Private Client Services
California
$428M
4
CWM
CIBC World Markets
New York
$356M
5
Goldman Sachs
Goldman Sachs
New York
$632M

Top Sellers

1
MCM
MKP Capital Management
New York
$435M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$102M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$217M
4
Jane Street
Jane Street
New York
$99.5M
5
EW
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
151
Annis Gardner Whiting Capital Advisors
Florida
$6.56M +$711K +6,988 +12%
WPA
152
West Paces Advisors
Georgia
$6.55M – – –
AWM
153
Able Wealth Management
New Jersey
$6.39M +$6.39M +62,831 New
BCM
154
BluePointe Capital Management
California
$6.28M +$6.28M +61,669 New
CWM
155
Cahaba Wealth Management
Georgia
$6.21M +$3.16K +31 +0.1%
FMP
156
Financial Management Professionals
Texas
$6.21M +$64.4K +633 +1%
Capital World Investors
157
Capital World Investors
California
$6.2M +$3.64M +35,658 +142%
MIH
158
Meitav Investment House
Israel
$6.04M -$93.7K -921 -2%
SOS
159
Silver Oak Securities
Tennessee
$5.94M +$5.62M +55,238 +1,782%
WCM Investment Management
160
WCM Investment Management
California
$5.88M +$5.88M +57,680 New
MAP
161
Managed Asset Portfolios
Michigan
$5.87M +$5.87M +57,723 New
4WM
162
49 Wealth Management
Texas
$5.87M +$5.87M +57,634 New
PA
163
Parallel Advisors
California
$5.8M -$9.67K -95 -0.2%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$5.57M +$312K +3,065 +6%
Ameriprise
165
Ameriprise
Minnesota
$5.42M +$679K +6,664 +14%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$5.28M +$36.9K +363 +0.7%
AWM
167
AE Wealth Management
Kansas
$5.24M -$6.05M -58,849 -54%
BSW
168
Buckingham Strategic Wealth
Missouri
$5.23M -$245K -2,408 -4%
MOS
169
MGO One Seven
Ohio
$5.13M +$139K +1,362 +3%
LIM
170
Leavell Investment Management
Alabama
$5.12M +$5.12M +50,345 New
FEG
171
Financial Enhancement Group
Indiana
$5.07M +$134K +1,342 +3%
MFS
172
Madrona Financial Services
Washington
$5.03M -$3.08M -30,248 -38%
UWM
173
USAdvisors Wealth Management
Minnesota
$4.99M -$423K -4,155 -8%
MSAGDF
174
Moneda SA Administradora General de Fondos
Chile
$4.93M -$877K -8,617 -15%
AI
175
Atria Investments
North Carolina
$4.92M +$1.45M +14,207 +42%
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