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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9.41B invested in iShares MSCI ACWI ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 216 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $7.83M

149% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 43

64% more capital invested

Capital invested by funds: $5.73B → $9.41B (+$3.68B)

23% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 176

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

12.79% more ownership

Funds ownership: 40.15%52.94% (+13%)

10% more funds holding

Funds holding: 548603 (+55)

Holders
603
Holders Change
+55
Holders Change %
+10.04%
% of All Funds
9.69%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.82%
New
107
Increased
216
Reduced
176
Closed
43
Calls
$56.8M
Puts
$7.83M
Net Calls
+$49M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$3.93M +$505 +6 +0%
LSAG
177
Lake Street Advisors Group
New Hampshire
$3.92M +$673 +8 +0%
PI
178
PineBridge Investments
New York
$3.89M -$300K -3,568 -7%
SFWC
179
Strategic Family Wealth Counselors
New Jersey
$3.82M +$2.36M +28,062 +165%
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$3.81M +$10.2K +121 +0.3%
FCH
181
Freestone Capital Holdings
Washington
$3.8M -$1.38M -16,399 -27%
FRA
182
Frank Rimerman Advisors
California
$3.8M -$84K -998 -2%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$3.77M -$1.16M -13,764 -24%
CG
184
Colony Group
Massachusetts
$3.73M +$1.5M +17,867 +69%
CWM
185
Congress Wealth Management
Massachusetts
$3.63M +$283K +3,363 +9%
SC
186
Scotia Capital
Ontario, Canada
$3.47M +$2.15M +25,510 +167%
AL
187
Aspiriant LLC
California
$3.46M -$2.62M -31,109 -43%
AI
188
Atria Investments
North Carolina
$3.45M -$1.31M -15,599 -28%
NCM
189
Northside Capital Management
Oregon
$3.37M +$9.34K +111 +0.3%
VCM
190
Vivaldi Capital Management
Illinois
$3.37M +$69.9K +830 +2%
SFG
191
SNS Financial Group
Minnesota
$3.37M -$54.1K -643 -2%
AM
192
Atwater Malick
Pennsylvania
$3.33M -$144K -1,706 -4%
MIA
193
MainStreet Investment Advisors
Illinois
$3.32M -$669K -7,948 -17%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$3.31M -$465K -5,530 -12%
LA
195
LVW Advisors
New York
$3.3M +$2.31M +27,460 +240%
SQA
196
Simon Quick Advisors
New Jersey
$3.27M +$650K +7,718 +25%
IWN
197
Independent Wealth Network
Iowa
$3.26M +$5.64K +67 +0.2%
Creative Planning
198
Creative Planning
Kansas
$3.25M +$17.1K +203 +0.5%
MFG
199
Merit Financial Group
Georgia
$3.22M -$1.48M -17,577 -32%
Comerica Bank
200
Comerica Bank
Texas
$3.04M +$307K +3,650 +12%