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iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gotham Asset Management
New York
$6.59M +$981K +10,252 +19%
AGWCA
152
Annis Gardner Whiting Capital Advisors
Florida
$6.56M +$669K +6,988 +12%
WPA
153
West Paces Advisors
Georgia
$6.55M
AWM
154
Able Wealth Management
New Jersey
$6.39M +$6.01M +62,831 New
BCM
155
BluePointe Capital Management
California
$6.28M +$5.9M +61,669 New
CWM
156
Cahaba Wealth Management
Georgia
$6.21M +$2.97K +31 +0.1%
FMP
157
Financial Management Professionals
Texas
$6.21M +$60.6K +633 +1%
Capital World Investors
158
Capital World Investors
California
$6.2M +$3.41M +35,658 +142%
MIH
159
Meitav Investment House
Israel
$6.04M -$88.1K -921 -2%
SOS
160
Silver Oak Securities
Tennessee
$5.94M +$5.28M +55,238 +1,782%
WCM Investment Management
161
WCM Investment Management
California
$5.88M +$5.52M +57,680 New
MAP
162
Managed Asset Portfolios
Michigan
$5.87M +$5.52M +57,723 New
4WM
163
49 Wealth Management
Texas
$5.87M +$5.51M +57,634 New
PA
164
Parallel Advisors
California
$5.8M -$9.09K -95 -0.2%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$5.57M +$293K +3,065 +6%
Ameriprise
166
Ameriprise
Minnesota
$5.42M +$638K +6,664 +14%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$5.28M +$34.7K +363 +0.7%
AWM
168
AE Wealth Management
Kansas
$5.24M -$5.63M -58,849 -54%
BSW
169
Buckingham Strategic Wealth
Missouri
$5.23M -$230K -2,408 -4%
MOS
170
MGO One Seven
Ohio
$5.13M +$130K +1,362 +3%
LIM
171
Leavell Investment Management
Alabama
$5.12M +$4.82M +50,345 New
FEG
172
Financial Enhancement Group
Indiana
$5.07M +$128K +1,342 +3%
MFS
173
Madrona Financial Services
Washington
$5.03M -$2.89M -30,248 -38%
UWM
174
USAdvisors Wealth Management
Minnesota
$4.99M -$397K -4,155 -8%
MSAGDF
175
Moneda SA Administradora General de Fondos
Chile
$4.93M -$824K -8,617 -15%

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.