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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
Morgan Stanley
1
Morgan Stanley
New York
$1.07B +$112M +1,167,144 +11%
MCM
2
MKP Capital Management
New York
$689M +$217M +2,262,975 +44%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$530M -$23.5M -245,000 -4%
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$408M +$190M +1,983,975 +81%
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$323M +$144M +1,500,000 +75%
Goldman Sachs
6
Goldman Sachs
New York
$292M -$18.2M -189,228 -6%
Jane Street
7
Jane Street
New York
$279M +$100M +1,042,841 +53%
Bank of America
8
Bank of America
North Carolina
$216M +$67.6M +704,943 +43%
ST
9
Sageworth Trust
Pennsylvania
$172M -$4.41M -45,919 -2%
N
10
Nuveen
North Carolina
$169M -$2.97M -30,976 -2%
IC
11
Iconiq Capital
California
$152M -$2.66M -27,772 -2%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$140M -$218M -2,268,348 -60%
PP
13
Prudential plc
United Kingdom
$140M +$7.08M +73,808 +5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$134M -$1.27M -13,205 -0.9%
FMI
15
Factory Mutual Insurance
Massachusetts
$131M +$78M +813,200 +136%
SP
16
Sarasin & Partners
United Kingdom
$127M
MG
17
Marex Group
$121M +$125M +1,300,297 +12,127%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$113M +$4.37M +45,547 +4%
FWM
19
FFT Wealth Management
Pennsylvania
$106M
Wells Fargo
20
Wells Fargo
California
$102M +$13.9K +145 +0%
OCBCO
21
Oversea-Chinese Banking Corp (OCBC)
Singapore
$99.6M +$9.03M +94,090 +10%
Allianz Asset Management
22
Allianz Asset Management
Germany
$99M -$25.7M -268,100 -20%
SFA
23
Sequoia Financial Advisors
Ohio
$96.3M +$1.99M +20,721 +2%
MC
24
Minot Capital
Colorado
$94.8M
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$90M +$48.7M +507,116 +117%

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.