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iShares MSCI ACWI ETF

684 hedge funds and large institutions have $12.3B invested in iShares MSCI ACWI ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 229 increasing their positions, 203 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $9B → $12.3B (+$3.33B)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $164M

13% more funds holding

Funds holding: 603684 (+81)

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 203

11.52% more ownership

Funds ownership: 52.41%63.94% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

Holders
684
Holders Change
+81
Holders Change %
+13.43%
% of All Funds
9.97%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
118
Increased
229
Reduced
203
Closed
27
Calls
$222M
Puts
$164M
Net Calls
+$58.5M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Atria Investments
North Carolina
$4.92M +$1.36M +14,207 +42%
NCM
177
Northside Capital Management
Oregon
$4.9M +$839K +8,775 +22%
PFM
178
Peak Financial Management
Massachusetts
$4.89M +$36.7K +384 +0.8%
WA
179
Waverly Advisors
Alabama
$4.87M +$319K +3,337 +7%
STCOSD
180
Sageworth Trust Company of South Dakota
South Dakota
$4.85M
PFG
181
PAX Financial Group
Texas
$4.84M -$409K -4,271 -8%
LA
182
LexAurum Advisors
Kansas
$4.84M -$5.64K -59 -0.1%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$4.76M +$2.33M +24,399 +109%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$4.75M +$71.8K +751 +2%
Commonwealth Equity Services
185
Commonwealth Equity Services
Massachusetts
$4.74M -$129K -1,350 -3%
LSAG
186
Lake Street Advisors Group
New Hampshire
$4.65M -$46.6K -487 -1%
FRA
187
Frank Rimerman Advisors
California
$4.53M
PI
188
PineBridge Investments
New York
$4.44M
CGL
189
Clarius Group LLC
Washington
$4.36M -$1.28M -13,344 -24%
NA
190
Nottingham Advisors
New York
$4.2M -$2.81M -29,424 -42%
IWN
191
Independent Wealth Network
Iowa
$4.16M +$169K +1,768 +5%
SFP
192
Sandbox Financial Partners
Maryland
$4.16M +$183K +1,915 +5%
AGA
193
Arkos Global Advisors
Texas
$4.08M +$2.09M +21,841 +120%
AM
194
Atwater Malick
Pennsylvania
$4.06M +$5.07K +53 +0.1%
AA
195
Ashford Advisors
New York
$3.99M +$916K +9,574 +32%
RIS
196
Retirement Income Solutions
Michigan
$3.98M +$187K +1,952 +5%
SHGA
197
Sand Hill Global Advisors
California
$3.97M -$512K -5,353 -12%
FC
198
Financial Council
Maryland
$3.92M +$908K +9,488 +33%
Creative Planning
199
Creative Planning
Kansas
$3.91M -$13.1K -137 -0.4%
SQA
200
Simon Quick Advisors
New Jersey
$3.9M -$41.6K -435 -1%

ACWI Hedge Fund Activity: Q4 2023 in Review

684 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2023, worth a combined $12.3B — up 37% from $9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ACWI positions and 27 closed out — a net gain of 91 holders — while 229 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $884M. The largest seller was MKP Capital Management, cutting an estimated $305M.

  • 684 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2023, up from 603 in Q3 2023.
  • Funds reported $12.3B of iShares MSCI ACWI ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 118 funds opened new iShares MSCI ACWI ETF positions in Q4 2023 and 27 closed out, a net change of +91 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2023 was Morgan Stanley, an estimated $884M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2023 was MKP Capital Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2023.