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iShares MSCI ACWI ETF

505 hedge funds and large institutions have $8.18B invested in iShares MSCI ACWI ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 145 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $139M | Put options by funds: $79.5M

11% more capital invested

Capital invested by funds: $7.36B → $8.18B (+$822M)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

0% more funds holding

Funds holding: 503505 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

0.12% less ownership

Funds ownership: 51.29%51.18% (-0.12%)

24% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 190

Holders
505
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
8.87%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
54
Increased
145
Reduced
190
Closed
50
Calls
$139M
Puts
$79.5M
Net Calls
+$59.3M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
226
TFO Wealth Partners
Ohio
$1.47M -$1.04M -11,038 -42%
SC
227
Scotia Capital
Ontario, Canada
$1.46M -$196K -2,088 -12%
AWE
228
Avidian Wealth Enterprises
Texas
$1.45M -$9.93M -105,686 -87%
HTC
229
Haverford Trust Company
Pennsylvania
$1.38M
JWS
230
Juncture Wealth Strategies
Arizona
$1.36M -$285K -3,035 -17%
DJSG
231
D.J. St. Germain
Massachusetts
$1.34M
CS
232
Credit Suisse
Switzerland
$1.31M +$508K +5,409 +65%
GSWM
233
Golden State Wealth Management
California
$1.29M +$10.2K +109 +0.8%
BCV
234
Banque Cantonale Vaudoise
Switzerland
$1.28M +$1.27M +13,500 New
PWAG
235
Polaris Wealth Advisory Group
California
$1.25M +$2.07K +22 +0.2%
STA
236
Summit Trail Advisors
New York
$1.23M +$376 +4 +0%
Fisher Asset Management
237
Fisher Asset Management
Washington
$1.22M -$709K -7,542 -37%
SEI Investments
238
SEI Investments
Pennsylvania
$1.22M -$600K -6,389 -33%
ECG
239
Edge Capital Group
Georgia
$1.2M -$4.86M -51,714 -80%
TFS
240
TrustCore Financial Services
Tennessee
$1.19M +$87.6K +932 +8%
FT
241
Fiduciary Trust
Massachusetts
$1.16M +$19.3K +205 +2%
SFC
242
SYM Financial Corp
Indiana
$1.15M -$32.9K -350 -3%
DCM
243
Disciplina Capital Management
Tennessee
$1.14M +$94.6K +1,007 +9%
Franklin Resources
244
Franklin Resources
California
$1.11M -$36.5M -388,795 -97%
GT
245
Glenmede Trust
Pennsylvania
$1.08M -$188K -2,001 -15%
SGI
246
Summit Global Investments
Utah
$1.06M +$1.04M +11,106 New
RSWM
247
Robertson Stephens Wealth Management
California
$1.02M +$1M +10,684 New
BAM
248
Berkshire Asset Management
Pennsylvania
$1M
SPC
249
Sigma Planning Corp
Michigan
$999K -$19.4K -206 -2%
HCMT
250
Highland Capital Management (Tennessee)
Tennessee
$995K -$301K -3,204 -23%

ACWI Hedge Fund Activity: Q1 2021 in Review

505 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q1 2021, worth a combined $8.18B — up 11% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ACWI positions and 50 closed out — a net gain of 4 holders — while 145 added to existing stakes and 190 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $969M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $531M sold.

  • 505 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q1 2021, up from 503 in Q4 2020.
  • Funds reported $8.18B of iShares MSCI ACWI ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 54 funds opened new iShares MSCI ACWI ETF positions in Q1 2021 and 50 closed out, a net change of +4 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q1 2021 was BNP Paribas Financial Markets, an estimated $969M added.
  • The largest iShares MSCI ACWI ETF seller in Q1 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $531M sold.

Based on aggregated 13F filings for Q1 2021.