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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
LF
201
Lee Financial
Texas
$3.87M +$27.6K +288 +0.8%
CB
202
Community Bank
New York
$3.87M -$2.72M -28,409 -43%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$3.86M +$676K +7,064 +23%
CWM
204
Congress Wealth Management
Massachusetts
$3.81M -$306K -3,194 -8%
WDL
205
Well Done LLC
Michigan
$3.8M +$267K +2,795 +8%
BP
206
Ballentine Partners
Massachusetts
$3.73M
VCM
207
Vivaldi Capital Management
Illinois
$3.73M -$100K -1,047 -3%
YIA
208
YHB Investment Advisors
Connecticut
$3.68M
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$3.64M -$48.3K -505 -1%
PFMU
210
Privium Fund Management (UK)
United Kingdom
$3.62M +$3.43M +35,900 New
MIA
211
MainStreet Investment Advisors
Illinois
$3.61M -$45.9K -480 -1%
B
212
Barings
North Carolina
$3.58M +$471K +4,922 +16%
SP
213
Saranac Partners
$3.53M +$3.31M +34,650 New
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
$3.49M +$360K +3,760 +12%
SFG
215
SNS Financial Group
Minnesota
$3.47M -$104K -1,086 -3%
BPC
216
Banque Pictet & Cie
Switzerland
$3.46M -$43K -450 -1%
IPW
217
Intergy Private Wealth
Colorado
$3.44M +$189K +1,973 +6%
WSTAM
218
Wilbanks Smith & Thomas Asset Management
Virginia
$3.43M -$17.2K -180 -0.5%
AWE
219
Avidian Wealth Enterprises
Texas
$3.43M +$1.52M +15,896 +89%
DT
220
Diversified Trust
Tennessee
$3.31M +$1.34K +14 +0%
FCH
221
Freestone Capital Holdings
Washington
$3.27M -$250K -2,608 -8%
DWM
222
Dogwood Wealth Management
Kansas
$3.26M +$3.06M +32,006 New
BWP
223
BSW Wealth Partners
Colorado
$3.19M -$8.04K -84 -0.3%
SCM
224
Saxony Capital Management
Missouri
$3.12M +$2.93M +30,647 New
Citadel Advisors
225
Citadel Advisors
Florida
$3.11M -$8.7M -90,942 -75%

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.