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iShares MSCI ACWI ETF

561 hedge funds and large institutions have $7.48B invested in iShares MSCI ACWI ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 198 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 186

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

1% less funds holding

Funds holding: 565561 (-4)

1.45% less ownership

Funds ownership: 45.93%44.48% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

46% less call options, than puts

Call options by funds: $14M | Put options by funds: $25.7M

57% less capital invested

Capital invested by funds: $17.3B → $7.48B (-$9.79B)

Holders
561
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
9.45%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.81%
New
54
Increased
198
Reduced
186
Closed
51
Calls
$14M
Puts
$25.7M
Net Calls
-$11.7M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Congress Wealth Management
Massachusetts
$2.6M -$186K -2,040 -6%
BJL
202
Brighton Jones LLC
Washington
$2.46M -$41K -451 -2%
WA
203
Waddell & Associates
Tennessee
$2.45M -$214K -2,346 -7%
AWM
204
AE Wealth Management
Kansas
$2.42M -$470K -5,168 -15%
AP
205
Arlington Partners
Alabama
$2.4M +$70.1K +770 +3%
CI
206
CX Institutional
Indiana
$2.33M +$2.53M +27,807 New
RFN
207
RDA Financial Network
Iowa
$2.29M +$31K +341 +1%
TFS
208
TrustCore Financial Services
Tennessee
$2.24M +$298K +3,277 +14%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$2.22M +$377K +4,137 +19%
FC
210
Financial Council
Maryland
$2.17M -$230K -2,522 -9%
KFAA
211
Klaas Financial Asset Advisors
Illinois
$2.12M +$2.3M +25,237 New
MHB
212
Midwest Heritage Bank
Iowa
$2.11M -$22.1K -243 -1%
S
213
SignatureFD
Georgia
$2.11M -$189K -2,080 -8%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$2.08M -$244K -2,682 -10%
SB
215
Strategic Blueprint
Georgia
$2.04M
SFC
216
SYM Financial Corp
Indiana
$1.96M +$944K +10,377 +80%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$1.95M +$561K +6,159 +36%
MWM
218
Madison Wealth Management
Ohio
$1.94M +$1.23M +13,526 +142%
HWM
219
HB Wealth Management
Georgia
$1.92M -$69.4K -763 -3%
TCMP
220
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.89M -$412K -4,523 -17%
RIS
221
Retirement Income Solutions
Michigan
$1.88M -$243K -2,667 -11%
CIC
222
Chilton Investment Company
Connecticut
$1.87M
AIC
223
Ayalon Insurance Company
Israel
$1.86M +$2.02M +22,210 New
JWBC
224
John W. Brooker & Co
California
$1.84M -$39.5K -434 -2%
CM
225
Columbus Macro
Pennsylvania
$1.82M -$27.4K -301 -1%