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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
Morgan Stanley
1
Morgan Stanley
New York
$2.12B +$884M +9,244,487 +80%
Goldman Sachs
2
Goldman Sachs
New York
$632M +$292M +3,049,270 +96%
UBS Group
3
UBS Group
Switzerland
$566M +$493M +5,157,570 +1,288%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$540M -$41.1M -430,000 -7%
MCM
5
MKP Capital Management
New York
$435M -$305M -3,186,223 -43%
CGPCS
6
Capital Group Private Client Services
California
$428M +$398M +4,164,952 +10,607%
CWM
7
CIBC World Markets
New York
$356M +$335M +3,500,000 New
Bank of America
8
Bank of America
North Carolina
$344M +$99.6M +1,040,827 +45%
OCBCO
9
Oversea-Chinese Banking Corp (OCBC)
Singapore
$341M +$218M +2,275,450 +211%
JHU
10
Johns Hopkins University
Maryland
$266M +$165M +1,724,896 +194%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$217M -$219M -2,293,845 -52%
ST
12
Sageworth Trust
Pennsylvania
$187M -$2.11M -22,090 -1%
IC
13
Iconiq Capital
California
$167M -$452K -4,724 -0.3%
Wells Fargo
14
Wells Fargo
California
$166M +$49.8M +520,359 +47%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$149M -$4.89M -51,069 -3%
SP
16
Sarasin & Partners
United Kingdom
$140M +$150K +1,563 +0.1%
CLGM
17
Capitolis Liquid Global Markets
New York
$133M +$125M +1,306,000 New
Allianz Asset Management
18
Allianz Asset Management
Germany
$130M +$20M +209,210 +20%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$129M +$4.74M +49,552 +4%
PP
20
Prudential plc
United Kingdom
$120M -$32M -334,775 -22%
FWM
21
FFT Wealth Management
Pennsylvania
$118M +$1.05M +10,934 +1%
N
22
Nuveen
North Carolina
$118M -$64.7M -676,306 -37%
SFA
23
Sequoia Financial Advisors
Ohio
$116M +$9.45M +98,804 +9%
FMI
24
Factory Mutual Insurance
Massachusetts
$116M -$26.5M -276,500 -20%
MC
25
Minot Capital
Colorado
$107M +$1.92M +20,112 +2%

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.