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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

591 hedge funds and large institutions have $9.58B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.67%
New
59
Increased
154
Reduced
248
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.66B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$634M
3
MCM
MKP Capital Management
New York
$526M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$273M
5
FTUS
Flow Traders U.S.
New York
$135M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$112M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$306K
3
Goldman Sachs
Goldman Sachs
New York
$324M
4
Bessemer Group
Bessemer Group
New Jersey
$43.4M
5
CGPCS
Capital Group Private Client Services
California
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
AM
176
Atwater Malick
Pennsylvania
$3.63M +$53K +581 +1%
NCM
177
Northside Capital Management
Oregon
$3.57M -$50.7K -556 -1%
AL
178
Aspiriant LLC
California
$3.54M -$171K -1,873 -5%
VCM
179
Vivaldi Capital Management
Illinois
$3.51M -$12.9K -142 -0.4%
IWN
180
Independent Wealth Network
Iowa
$3.47M -$24.1K -264 -0.7%
SFG
181
SNS Financial Group
Minnesota
$3.45M -$167K -1,835 -5%
MIA
182
MainStreet Investment Advisors
Illinois
$3.44M -$123K -1,354 -3%
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$3.44M -$123K -1,354 -3%
Creative Planning
184
Creative Planning
Kansas
$3.38M -$109K -1,198 -3%
B
185
Barings
North Carolina
$3.3M +$516K +5,657 +18%
WDL
186
Well Done LLC
Michigan
$3.3M -$1.79M -19,640 -35%
RIS
187
Retirement Income Solutions
Michigan
$3.29M +$228K +2,498 +7%
BP
188
Ballentine Partners
Massachusetts
$3.26M – – –
CFO
189
Callan Family Office
Pennsylvania
$3.2M – – –
Capital World Investors
190
Capital World Investors
California
$3.18M +$912K +10,105 +40%
CGL
191
Clarius Group LLC
Washington
$3.15M – – –
WSTAM
192
Wilbanks Smith & Thomas Asset Management
Virginia
$3.06M -$93.3K -1,023 -3%
DT
193
Diversified Trust
Tennessee
$3.03M -$1.64K -18 -0.1%
EWA
194
EP Wealth Advisors
California
$3.02M -$115K -1,260 -4%
LF
195
Lee Financial
Texas
$2.97M +$73.1K +802 +3%
BWP
196
BSW Wealth Partners
Colorado
$2.95M +$14.2K +156 +0.5%
IPW
197
Intergy Private Wealth
Colorado
$2.91M -$11.1K -122 -0.4%
Stifel Financial
198
Stifel Financial
Missouri
$2.83M -$24M -263,493 -89%
SW
199
SVB Wealth
Massachusetts
$2.77M +$304K +3,339 +12%
FC
200
Financial Council
Maryland
$2.75M -$2.58M -28,293 -48%
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