We are live on ! Find out more
ACWI icon

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
CIA
251
Capital Investment Advisors
Georgia
$995K -$30.1K -320 -3%
GPWA
252
Great Point Wealth Advisors
Massachusetts
$995K +$982K +10,453 New
B
253
Brightworth
Georgia
$986K
NCM
254
New Capital Management
Texas
$971K -$62.9K -669 -6%
G
255
GenTrust
Florida
$961K +$967K +10,290 New
BWM
256
BT Wealth Management
Georgia
$960K -$5.07K -54 -0.5%
BFG
257
Barber Financial Group
Kansas
$954K +$420K +4,474 +81%
PFA
258
Peak Financial Advisors
Colorado
$950K -$450K -4,789 -32%
FWP
259
FAS Wealth Partners
Kansas
$937K -$15.2K -162 -2%
JFG
260
JMG Financial Group
Illinois
$937K
MCM
261
Magnolia Capital Management
New York
$937K
GC
262
GFG Capital
Florida
$928K +$241K +2,562 +36%
BA
263
Bellwether Advisors
Nebraska
$917K -$90.6K -964 -9%
SFWC
264
Strategic Family Wealth Counselors
New Jersey
$914K
MBT
265
Montecito Bank & Trust
California
$902K -$78K -830 -8%
Janney Montgomery Scott
266
Janney Montgomery Scott
Pennsylvania
$896K -$193K -2,054 -18%
CCP
267
Clarkston Capital Partners
Michigan
$889K
CIBC World Market
268
CIBC World Market
Ontario, Canada
$872K -$32.4K -345 -4%
BL
269
Balentine LLC
Georgia
$867K +$846 +9 +0.1%
NAM
270
North American Management
Massachusetts
$859K -$43.5K -463 -5%
CB
271
Commerce Bank
Missouri
$853K +$842K +8,961 New
AW
272
ACG Wealth
Georgia
$833K -$940K -10,000 -53%
C1AG
273
Client 1st Advisory Group
Florida
$822K -$233K -2,482 -22%
CAM
274
ClariVest Asset Management
California
$799K +$272K +2,900 +53%
TCMP
275
Thrive Capital Management (Pennsylvania)
Pennsylvania
$799K +$321K +3,415 +69%

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.