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iShares MSCI ACWI ETF

603 hedge funds and large institutions have $9B invested in iShares MSCI ACWI ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 172 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $427M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more funds holding

Funds holding: 599603 (+4)

0.64% less ownership

Funds ownership: 53.06%52.41% (-0.64%)

5% less capital invested

Capital invested by funds: $9.45B → $9B (-$445M)

23% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 224

Holders
603
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
9.57%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.68%
New
38
Increased
172
Reduced
224
Closed
29
Calls
$1.2B
Puts
$427M
Net Calls
+$775M
Net Calls Change
+$768M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
176
Frank Rimerman Advisors
California
$4.12M -$17.3K -180 -0.4%
SHGA
177
Sand Hill Global Advisors
California
$4.1M -$537K -5,592 -11%
PI
178
PineBridge Investments
New York
$4.03M -$210K -2,189 -5%
CWM
179
Congress Wealth Management
Massachusetts
$3.75M +$41.1K +428 +1%
AM
180
Atwater Malick
Pennsylvania
$3.68M -$14.9K -155 -0.4%
NCM
181
Northside Capital Management
Oregon
$3.63M
CGPCS
182
Capital Group Private Client Services
California
$3.63M -$2.37M -24,676 -39%
IWN
183
Independent Wealth Network
Iowa
$3.62M +$307K +3,198 +9%
SFP
184
Sandbox Financial Partners
Maryland
$3.6M +$701K +7,310 +23%
SQA
185
Simon Quick Advisors
New Jersey
$3.58M -$497K -5,184 -12%
Creative Planning
186
Creative Planning
Kansas
$3.56M +$21.4K +223 +0.6%
LF
187
Lee Financial
Texas
$3.49M +$255K +2,662 +8%
RIS
188
Retirement Income Solutions
Michigan
$3.43M +$42.3K +441 +1%
VCM
189
Vivaldi Capital Management
Illinois
$3.43M +$15.5K +162 +0.4%
BP
190
Ballentine Partners
Massachusetts
$3.39M -$60K -625 -2%
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$3.35M -$17.4K -181 -0.5%
YIA
192
YHB Investment Advisors
Connecticut
$3.34M -$732K -7,625 -17%
MIA
193
MainStreet Investment Advisors
Illinois
$3.32M -$19.8K -206 -0.6%
SFG
194
SNS Financial Group
Minnesota
$3.25M -$27.9K -291 -0.8%
FCH
195
Freestone Capital Holdings
Washington
$3.21M -$654K -6,817 -16%
WDL
196
Well Done LLC
Michigan
$3.19M -$156K -1,629 -4%
BPC
197
Banque Pictet & Cie
Switzerland
$3.18M -$2.2M -22,895 -40%
AI
198
Atria Investments
North Carolina
$3.15M +$1.18M +12,282 +56%
WSTAM
199
Wilbanks Smith & Thomas Asset Management
Virginia
$3.13M +$13.1K +137 +0.4%
VOYA Investment Management
200
VOYA Investment Management
Georgia
$3.11M +$880K +9,177 +38%

ACWI Hedge Fund Activity: Q3 2023 in Review

603 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2023, worth a combined $9B — down 4.7% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACWI positions and 29 closed out — a net gain of 9 holders — while 172 added to existing stakes and 224 trimmed.

The largest buyer was MKP Capital Management, adding an estimated $217M. The largest seller was UBS Group, cutting an estimated $473M.

  • 603 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2023, up from 599 in Q2 2023.
  • Funds reported $9B of iShares MSCI ACWI ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 38 funds opened new iShares MSCI ACWI ETF positions in Q3 2023 and 29 closed out, a net change of +9 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2023 was MKP Capital Management, an estimated $217M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2023 was UBS Group, an estimated $473M sold.

Based on aggregated 13F filings for Q3 2023.