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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
Stifel Financial
201
Stifel Financial
Missouri
$3.04M +$403K +4,202 +15%
DT
202
Diversified Trust
Tennessee
$3.01M -$62.4K -650 -2%
IPW
203
Intergy Private Wealth
Colorado
$2.94M
EWA
204
EP Wealth Advisors
California
$2.93M +$634K +6,611 +26%
QCG
205
Quadrant Capital Group
Ohio
$2.92M -$2.15M -22,385 -41%
BWP
206
BSW Wealth Partners
Colorado
$2.9M -$21.3K -222 -0.7%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$2.85M -$770K -8,027 -21%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$2.82M +$126K +1,310 +4%
B
209
Barings
North Carolina
$2.8M -$955K -9,957 -25%
AA
210
Ashford Advisors
New York
$2.74M +$840K +8,754 +42%
FC
211
Financial Council
Maryland
$2.68M -$61.4K -640 -2%
SLT
212
St Louis Trust
Missouri
$2.64M
WA
213
WestEnd Advisors
North Carolina
$2.63M +$2.14M +22,274 +360%
HCC
214
Hirtle Callaghan & Co
Pennsylvania
$2.54M -$9.98K -104 -0.4%
PF
215
Phoenix Financial
Israel
$2.54M +$2.43M +25,334 +1,161%
S
216
SignatureFD
Georgia
$2.51M -$4.22K -44 -0.2%
SF
217
Synovus Financial
Georgia
$2.5M -$5.57K -58 -0.2%
Schroder Investment Management Group
218
Schroder Investment Management Group
United Kingdom
$2.5M +$1.07M +11,102 +70%
AWM
219
Austin Wealth Management
Texas
$2.49M +$2.44M +25,468 New
NW
220
Naviter Wealth
Arkansas
$2.48M -$53.4K -557 -2%
CAN
221
Cetera Advisor Networks
California
$2.47M +$775K +8,079 +43%
WA
222
Waddell & Associates
Tennessee
$2.44M -$29.6K -308 -1%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$2.44M -$662K -6,903 -21%
MGP
224
Metis Global Partners
California
$2.42M +$260K +2,708 +12%
TCMP
225
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.39M +$247K +2,572 +11%

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.