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iShares MSCI ACWI ETF

593 hedge funds and large institutions have $9.62B invested in iShares MSCI ACWI ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 155 increasing their positions, 249 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $849M | Put options by funds: $404M

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

2% more capital invested

Capital invested by funds: $9.41B → $9.62B (+$211M)

1.08% less ownership

Funds ownership: 52.94%51.86% (-1.1%)

2% less funds holding

Funds holding: 603593 (-10)

14% less funds holding in top 10

Funds holding in top 10: 5144 (-7)

38% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 249

Holders
593
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
9.45%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
0.7%
New
59
Increased
155
Reduced
249
Closed
56
Calls
$849M
Puts
$404M
Net Calls
+$445M
Net Calls Change
+$396M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.66B +$708M +7,942,192 +78%
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$634M +$620M +6,947,687 +63,928%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$545M -$7.14M -80,000 -1%
MCM
4
MKP Capital Management
New York
$526M +$381M +4,270,000 +285%
Bank of America
5
Bank of America
North Carolina
$431M +$111M +1,244,122 +36%
Goldman Sachs
6
Goldman Sachs
New York
$324M -$287M -3,219,933 -48%
Hudson Bay Capital Management
7
Hudson Bay Capital Management
Connecticut
$273M +$268M +3,000,000 New
SP
8
Sarasin & Partners
United Kingdom
$262M +$116M +1,303,555 +95%
ST
9
Sageworth Trust
Pennsylvania
$175M -$323K -3,624 -0.2%
IC
10
Iconiq Capital
California
$165M -$843K -9,448 -0.5%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$161M -$103M -1,159,554 -40%
FTUS
12
Flow Traders U.S.
New York
$135M +$132M +1,483,687 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$131M +$89.7M +1,005,282 +234%
Allianz Asset Management
14
Allianz Asset Management
Germany
$125M +$14.4M +161,550 +13%
FWM
15
FFT Wealth Management
Pennsylvania
$123M +$8M +89,682 +7%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$120M -$2.82M -31,615 -2%
PP
17
Prudential plc
United Kingdom
$118M +$84M +942,190 +272%
CPCM
18
Cornerstone Partners Capital Management
Virginia
$116M -$55.7M -624,636 -33%
UBS Group
19
UBS Group
Switzerland
$112M -$524M -5,873,615 -83%
MC
20
Mayo Clinic
Minnesota
$105M -$75.5M -846,329 -42%
Wells Fargo
21
Wells Fargo
California
$98.1M -$90.7M -1,017,093 -49%
MC
22
Minot Capital
Colorado
$93.6M
Jane Street
23
Jane Street
New York
$90.1M +$49.3M +552,486 +127%
EW
24
Evoke Wealth
California
$86.6M -$3.43M -38,457 -4%
BBNA
25
Bremer Bank National Association
Minnesota
$77M -$5.1M -57,143 -6%

ACWI Hedge Fund Activity: Q1 2023 in Review

593 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q1 2023, worth a combined $9.62B — up 2.2% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ACWI positions and 56 closed out — a net gain of 3 holders — while 155 added to existing stakes and 249 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $708M. The largest seller was UBS Group, cutting an estimated $524M.

  • 593 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q1 2023, down from 603 in Q4 2022.
  • Funds reported $9.62B of iShares MSCI ACWI ETF stock for Q1 2023, up 2.2% quarter-over-quarter.
  • 59 funds opened new iShares MSCI ACWI ETF positions in Q1 2023 and 56 closed out, a net change of +3 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q1 2023 was Morgan Stanley, an estimated $708M added.
  • The largest iShares MSCI ACWI ETF seller in Q1 2023 was UBS Group, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2023.