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iShares MSCI ACWI ETF

ACWI

Market cap $33.1B

599 hedge funds and large institutions have $9.45B invested in iShares MSCI ACWI ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 31 closing their positions.

New

Increased

Maintained

Reduced

Closed

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

1.2% more ownership

Funds ownership: 51.86% → 53.06% (+1.2%)

1% more funds holding

Funds holding: 593 → 599 (+6)

2% more call options, than puts

Call options by funds: $307M | Put options by funds: $301M

2% less capital invested

Capital invested by funds: $9.62B → $9.45B (-$178M)

5% less funds holding in top 10

Funds holding in top 10: 44 → 42 (-2)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders

599

Holders Change

Holders Change %

+1.01%

% of All Funds

9.4%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-4.55%

% of All Funds

0.66%

New

Increased

188

Reduced

230

Closed

Calls

$307M

Puts

$301M

Net Calls

+$6.36M

Net Calls Change

-$439M

Top Buyers

1	UBS Group Zurich, Switzerland	+$381M
2	Bank of Nova Scotia Toronto, Ontario, Canada	+$350M
3	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	+$185M
4	N Nuveen Charlotte, North Carolina	+$173M
5	JHU Johns Hopkins University Baltimore, Maryland	+$114M

Top Sellers

1	Morgan Stanley New York	-$724M
2	National Bank of Canada Montreal, Quebec, Canada	-$418M
3	Bank of America Charlotte, North Carolina	-$287M
4	FTUS Flow Traders U.S. New York	-$135M
5	SP Sarasin & Partners London, United Kingdom	-$121M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Morgan Stanley New York	$996M	-$724M	-7,804,745	-43%
2	2 Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$574M	–	–	–
3	3 UBS Group Zurich, Switzerland	$511M	+$381M	+4,102,578	+334%
4	MCM 4 MKP Capital Management New York	$499M	-$52.9M	-570,000	-10%
5	5 Bank of Nova Scotia Toronto, Ontario, Canada	$363M	+$350M	+3,776,803	+112,438%
6	6 Goldman Sachs New York	$321M	-$19.3M	-208,034	-6%
7	7 National Bank of Canada Montreal, Quebec, Canada	$236M	-$418M	-4,501,638	-65%
8	8 BNP Paribas Financial Markets Paris, France	$221M	+$50.7M	+545,815	+31%
9	9 Hudson Bay Capital Management Stamford, Connecticut	$192M	-$92.8M	-1,000,000	-33%
10	10 Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$192M	+$185M	+1,990,000	+19,900%
11	11 Jane Street New York	$189M	+$91.5M	+986,013	+100%
12	ST 12 Sageworth Trust Lancaster, Pennsylvania	$183M	-$1.74M	-18,703	-1%
13	N 13 Nuveen Charlotte, North Carolina	$179M	+$173M	+1,863,000	New
14	IC 14 Iconiq Capital San Francisco, California	$161M	-$12.5M	-134,294	-7%
15	15 Bank of America Charlotte, North Carolina	$157M	-$287M	-3,091,153	-65%
16	16 AllianceBernstein Nashville, Tennessee	$140M	+$99.2M	+1,069,212	+273%
17	PP 17 Prudential plc London, England, United Kingdom	$138M	+$13.7M	+147,807	+11%
18	SP 18 Sarasin & Partners London, United Kingdom	$132M	-$121M	-1,303,478	-49%
19	19 Allianz Asset Management Munich, Germany	$129M	-$3.2M	-34,495	-3%
20	JHU 20 Johns Hopkins University Baltimore, Maryland	$118M	+$114M	+1,225,134	New
21	21 PNC Financial Services Group Pittsburgh, Pennsylvania	$113M	-$12.9M	-139,138	-11%
22	FWM 22 FFT Wealth Management Philadelphia, Pennsylvania	$110M	-$18.2M	-196,413	-15%
23	23 Wells Fargo San Francisco, California	$106M	+$2.78M	+29,998	+3%
24	MC 24 Minot Capital Broomfield, Colorado	$98.5M	–	–	–
25	SFA 25 Sequoia Financial Advisors Akron, Ohio	$98.1M	+$19.6M	+210,944	+26%

ACWI Hedge Fund Activity: Q2 2023 in Review

599 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2023, worth a combined $9.45B — down 1.9% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ACWI positions and 31 closed out — a net gain of 10 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was UBS Group, adding an estimated $381M. The largest seller was Morgan Stanley, cutting an estimated $724M.

599 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2023, up from 593 in Q1 2023.
Funds reported $9.45B of iShares MSCI ACWI ETF stock for Q2 2023, down 1.9% quarter-over-quarter.
41 funds opened new iShares MSCI ACWI ETF positions in Q2 2023 and 31 closed out, a net change of +10 holders.
The largest iShares MSCI ACWI ETF buyer in Q2 2023 was UBS Group, an estimated $381M added.
The largest iShares MSCI ACWI ETF seller in Q2 2023 was Morgan Stanley, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2023.

iShares MSCI ACWI ETF ACWI Market cap $33.1B