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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

597 hedge funds and large institutions have $9.43B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 229 reducing their positions, and 31 closing their positions.

Holders
597
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
9.42%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
41
Increased
188
Reduced
229
Closed
31
Calls
$307M
Puts
$286M
Net Calls
+$21.2M
Net Calls Change
-$424M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$511M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$363M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$179M
5
JHU
5
Johns Hopkins University
Maryland
$118M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$996M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$236M
3
Bank of America
3
Bank of America
North Carolina
$157M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SP
5
Sarasin & Partners
United Kingdom
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$3.73M 38,857 +15,881 +69%
AL
177
Aspiriant LLC
California
$3.72M 38,761 -120 -0.3%
Creative Planning
178
Creative Planning
Kansas
$3.68M 38,356 +1,248 +3%
BP
179
Ballentine Partners
Massachusetts
$3.58M 37,298 +1,570 +4%
SG Americas Securities
180
SG Americas Securities
New York
$3.57M 37,163 -109,755 -75%
VCM
181
Vivaldi Capital Management
Illinois
$3.54M 36,921 -1,549 -4%
RIS
182
Retirement Income Solutions
Michigan
$3.52M 36,712 +634 +2%
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$3.49M 36,422 -1,284 -3%
WDL
184
Well Done LLC
Michigan
$3.47M 36,217 +3 +0%
MIA
185
MainStreet Investment Advisors
Illinois
$3.47M 36,132 -1,574 -4%
IWN
186
Independent Wealth Network
Iowa
$3.45M 35,944 -2,142 -6%
SFG
187
SNS Financial Group
Minnesota
$3.4M 35,481 -2,375 -6%
LF
188
Lee Financial
Texas
$3.37M 35,088 +2,540 +8%
CGL
189
Clarius Group LLC
Washington
$3.32M 34,570 – –
WSTAM
190
Wilbanks Smith & Thomas Asset Management
Virginia
$3.24M 33,788 +197 +0.6%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$3.19M 33,274 +23,616 +245%
DT
192
Diversified Trust
Tennessee
$3.18M 33,188 -18 -0.1%
IPW
193
Intergy Private Wealth
Colorado
$3.05M 31,842 -48 -0.2%
BWP
194
BSW Wealth Partners
Colorado
$3.03M 31,631 -743 -2%
SFP
195
Sandbox Financial Partners
Maryland
$3.03M 31,613 +28,480 +909%
EWA
196
EP Wealth Advisors
California
$2.98M 25,067 -8,027 -24%
FC
197
Financial Council
Maryland
$2.84M 29,653 -560 -2%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$2.8M 29,223 +302 +1%
Stifel Financial
199
Stifel Financial
Missouri
$2.76M 28,758 -2,317 -7%
SLT
200
St Louis Trust
Missouri
$2.74M 28,560 +12,880 +82%
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