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iShares MSCI ACWI ETF

681 hedge funds and large institutions have $8.73B invested in iShares MSCI ACWI ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 269 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $211M | Put options by funds: $43.5M

2.35% less ownership

Funds ownership: 48.82%46.47% (-2.4%)

5% less funds holding

Funds holding: 720681 (-39)

7% less capital invested

Capital invested by funds: $9.37B → $8.73B (-$632M)

8% less funds holding in top 10

Funds holding in top 10: 5248 (-4)

29% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 269

41% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 69

Holders
681
Holders Change
-39
Holders Change %
-5.42%
% of All Funds
9.13%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.64%
New
41
Increased
192
Reduced
269
Closed
69
Calls
$211M
Puts
$43.5M
Net Calls
+$168M
Net Calls Change
+$355M
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
251
Hirtle Callaghan & Co
Pennsylvania
$2.17M -$9.11K -76 -0.4%
EH
252
Equitable Holdings
New York
$2.13M -$54.4K -454 -2%
FEG
253
Fund Evaluation Group
Ohio
$2.12M -$25K -209 -1%
JWBC
254
John W. Brooker & Co
California
$2.09M +$116K +967 +6%
CPW
255
Catalyst Private Wealth
California
$2.09M
AWE
256
Avidian Wealth Enterprises
Texas
$2.07M -$30.7K -256 -1%
GFG
257
Greystone Financial Group
Michigan
$2.07M +$287K +2,394 +16%
SP
258
Saranac Partners
$2.06M -$944K -7,875 -31%
KBC Group
259
KBC Group
Belgium
$2.05M +$2.11M +17,595 New
WGCA
260
Wolf Group Capital Advisors
Virginia
$2.04M -$756K -6,307 -26%
MGP
261
Metis Global Partners
California
$2.03M +$626K +5,227 +43%
MCM
262
MAI Capital Management
Ohio
$2.03M -$94.8K -791 -4%
AL
263
Aspiriant LLC
California
$1.98M -$101K -841 -5%
SC
264
Savant Capital
Illinois
$1.95M +$1.29M +10,744 +179%
SIA
265
SeaBridge Investment Advisors
New Jersey
$1.94M -$451K -3,767 -18%
SF
266
Summit Financial
New Jersey
$1.92M +$671K +5,604 +51%
CWA
267
Clarus Wealth Advisors
Arizona
$1.92M +$122K +1,021 +6%
SB
268
Strategic Blueprint
Georgia
$1.86M -$40.3K -336 -2%
RFP
269
Roth Financial Partners
Texas
$1.84M -$28.3K -236 -1%
SC
270
Scotia Capital
Ontario, Canada
$1.83M -$1.83M -15,315 -49%
MHB
271
Midwest Heritage Bank
Iowa
$1.82M
IAS
272
Insigneo Advisory Services
Florida
$1.82M +$190K +1,587 +11%
SFFS
273
Stonehage Fleming Financial Services
Jersey
$1.81M +$1.11M +9,267 +148%
PCIA
274
Prime Capital Investment Advisors
Kansas
$1.77M +$405K +3,383 +29%
SFC
275
SYM Financial Corp
Indiana
$1.76M +$44.5K +371 +3%

ACWI Hedge Fund Activity: Q1 2025 in Review

681 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q1 2025, worth a combined $8.73B — down 6.7% from $9.37B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of ACWI and 41 opened new positions — a net loss of 28 holders — while 269 trimmed existing stakes and 192 added.

The largest buyer was Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York, opening a new position worth an estimated $185M. The largest seller was MKP Capital Management, exiting entirely with an estimated $263M sold.

  • 681 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q1 2025, down from 720 in Q4 2024.
  • Funds reported $8.73B of iShares MSCI ACWI ETF stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 41 funds opened new iShares MSCI ACWI ETF positions in Q1 2025 and 69 closed out, a net change of -28 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q1 2025 was Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York, an estimated $185M added.
  • The largest iShares MSCI ACWI ETF seller in Q1 2025 was MKP Capital Management, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2025.