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iShares MSCI ACWI ETF

796 hedge funds and large institutions have $12B invested in iShares MSCI ACWI ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $78.5M | Put options by funds: $54.6M

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

5% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 244

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$365M)

1% less funds holding

Funds holding: 808796 (-12)

2% less funds holding in top 10

Funds holding in top 10: 5958 (-1)

3.66% less ownership

Funds ownership: 46.01%42.36% (-3.7%)

Holders
796
Holders Change
-12
Holders Change %
-1.49%
% of All Funds
9.81%
Holding in Top 10
58
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.69%
% of All Funds
0.71%
New
62
Increased
255
Reduced
244
Closed
54
Calls
$78.5M
Puts
$54.6M
Net Calls
+$23.9M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
276
ASB Consultores
Florida
$2.6M +$88.1K +613 +4%
BFG
277
Bleakley Financial Group
New Jersey
$2.57M +$51.5K +358 +2%
PFS
278
Prospera Financial Services
Texas
$2.55M +$2.22M +15,427 +520%
SIP
279
Sellwood Investment Partners
Oregon
$2.52M -$242K -1,682 -8%
Lazard Asset Management
280
Lazard Asset Management
New York
$2.48M -$2.1M -14,576 -45%
WB
281
West Bancorporation
Iowa
$2.47M +$273K +1,901 +12%
AWE
282
Avidian Wealth Enterprises
Texas
$2.44M +$1.58K +11 +0.1%
FEG
283
Fund Evaluation Group
Ohio
$2.41M -$5.46K -38 -0.2%
OFA
284
Oak Family Advisors
Illinois
$2.39M -$470K -3,267 -16%
AL
285
Aspiriant LLC
California
$2.39M +$57.8K +402 +2%
CGPCS
286
Capital Group Private Client Services
California
$2.37M +$399K +2,779 +19%
NA
287
NewEdge Advisors
Louisiana
$2.36M +$540K +3,758 +28%
SC
288
Savant Capital
Illinois
$2.34M -$19K -132 -0.8%
SC
289
Sapient Capital
Indiana
$2.31M +$57.9K +403 +2%
MWM
290
Moran Wealth Management
Florida
$2.25M -$7.66M -53,270 -77%
Envestnet Portfolio Solutions
291
Envestnet Portfolio Solutions
Illinois
$2.24M -$351K -2,440 -13%
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$2.24M +$413K +2,870 +22%
SFWC
293
Strategic Family Wealth Counselors
New Jersey
$2.23M +$11.2K +78 +0.5%
MML Investors Services
294
MML Investors Services
Massachusetts
$2.22M +$593K +4,124 +35%
TI
295
Tidal Investments
Wisconsin
$2.2M +$854K +5,942 +60%
RFP
296
Roth Financial Partners
Texas
$2.15M -$7.19K -50 -0.3%
MHB
297
Midwest Heritage Bank
Iowa
$2.14M
CCM
298
Causeway Capital Management
California
$2.13M +$645K +4,486 +41%
EPAM
299
Evelyn Partners Asset Management
$2.12M +$7.04K +49 +0.3%
STA
300
Summit Trail Advisors
New York
$2.09M +$139K +970 +7%