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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 %
CB
201
Community Bank
New York
$3.87M -$2.89M -28,409 -43%
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$3.86M +$719K +7,064 +23%
CWM
203
Congress Wealth Management
Massachusetts
$3.81M -$325K -3,194 -8%
WDL
204
Well Done LLC
Michigan
$3.8M +$284K +2,795 +8%
BP
205
Ballentine Partners
Massachusetts
$3.73M – – –
VCM
206
Vivaldi Capital Management
Illinois
$3.73M -$108K -1,047 -3%
YIA
207
YHB Investment Advisors
Connecticut
$3.68M – – –
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$3.64M -$51.4K -505 -1%
PFMU
209
Privium Fund Management (UK)
United Kingdom
$3.62M +$3.62M +35,900 New
MIA
210
MainStreet Investment Advisors
Illinois
$3.61M -$48.9K -480 -1%
B
211
Barings
North Carolina
$3.58M +$501K +4,922 +16%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$3.49M +$383K +3,760 +12%
SFG
213
SNS Financial Group
Minnesota
$3.47M -$111K -1,086 -3%
BPC
214
Banque Pictet & Cie
Switzerland
$3.46M -$45.8K -450 -1%
IPW
215
Intergy Private Wealth
Colorado
$3.44M +$201K +1,973 +6%
WSTAM
216
Wilbanks Smith & Thomas Asset Management
Virginia
$3.43M -$18.3K -180 -0.5%
AWE
217
Avidian Wealth Enterprises
Texas
$3.43M +$1.62M +15,896 +89%
DT
218
Diversified Trust
Tennessee
$3.31M +$1.43K +14 +0%
FCH
219
Freestone Capital Holdings
Washington
$3.27M -$265K -2,608 -8%
DWM
220
Dogwood Wealth Management
Kansas
$3.26M +$3.26M +32,006 New
BWP
221
BSW Wealth Partners
Colorado
$3.19M -$8.55K -84 -0.3%
SCM
222
Saxony Capital Management
Missouri
$3.12M +$3.12M +30,647 New
Citadel Advisors
223
Citadel Advisors
Florida
$3.11M -$9.26M -90,942 -75%
Squarepoint
224
Squarepoint
New York
$3.1M -$12.3M -120,969 -80%
EWA
225
EP Wealth Advisors
California
$3.1M -$125K -1,233 -4%
7 8
9
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