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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

681 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+80
Holders Change %
+13.31%
% of All Funds
9.98%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.66%
New
117
Increased
229
Reduced
202
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$730M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
UBS Group
UBS Group
Switzerland
$566M
3
CGPCS
Capital Group Private Client Services
California
$428M
4
CWM
CIBC World Markets
New York
$356M
5
Goldman Sachs
Goldman Sachs
New York
$632M

Top Sellers

1
MCM
MKP Capital Management
New York
$435M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$102M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$217M
4
Jane Street
Jane Street
New York
$99.5M
5
EW
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
176
Northside Capital Management
Oregon
$4.9M +$893K +8,775 +22%
PFM
177
Peak Financial Management
Massachusetts
$4.89M +$39.1K +384 +0.8%
WA
178
Waverly Advisors
Alabama
$4.87M +$340K +3,337 +7%
STCOSD
179
Sageworth Trust Company of South Dakota
South Dakota
$4.85M – – –
PFG
180
PAX Financial Group
Texas
$4.84M -$446K -4,271 -8%
LA
181
LexAurum Advisors
Kansas
$4.84M -$6K -59 -0.1%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$4.77M +$2.48M +24,399 +109%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$4.75M +$76.4K +751 +2%
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$4.74M -$137K -1,350 -3%
LSAG
185
Lake Street Advisors Group
New Hampshire
$4.65M -$49.6K -487 -1%
FRA
186
Frank Rimerman Advisors
California
$4.53M – – –
PI
187
PineBridge Investments
New York
$4.44M – – –
CGL
188
Clarius Group LLC
Washington
$4.36M -$1.36M -13,344 -24%
NA
189
Nottingham Advisors
New York
$4.2M -$2.99M -29,424 -42%
IWN
190
Independent Wealth Network
Iowa
$4.16M +$180K +1,768 +5%
SFP
191
Sandbox Financial Partners
Maryland
$4.16M +$195K +1,915 +5%
AGA
192
Arkos Global Advisors
Texas
$4.08M +$2.22M +21,841 +120%
AM
193
Atwater Malick
Pennsylvania
$4.06M +$5.39K +53 +0.1%
AA
194
Ashford Advisors
New York
$3.99M +$974K +9,574 +32%
RIS
195
Retirement Income Solutions
Michigan
$3.98M +$199K +1,952 +5%
SHGA
196
Sand Hill Global Advisors
California
$3.97M -$545K -5,353 -12%
FC
197
Financial Council
Maryland
$3.92M +$966K +9,488 +33%
Creative Planning
198
Creative Planning
Kansas
$3.91M -$13.9K -137 -0.4%
SQA
199
Simon Quick Advisors
New Jersey
$3.9M -$44.3K -435 -1%
LF
200
Lee Financial
Texas
$3.87M +$29.3K +288 +0.8%
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