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iShares MSCI ACWI ETF
ACWI

503 hedge funds and large institutions have $7.36B invested in iShares MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 30

42% more funds holding in top 10

Funds holding in top 10: 33 → 47 (+14)

25% more call options, than puts

Call options by funds: $144M | Put options by funds: $115M

14% more funds holding

Funds holding: 443 → 503 (+60)

11% more capital invested

Capital invested by funds: $6.64B → $7.36B (+$726M)

8% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 156

0.74% less ownership

Funds ownership: 52.03% → 51.29% (-0.74%)

Holders
503
Holders Change
+60
Holders Change %
+13.54%
% of All Funds
8.9%
Holding in Top 10
47
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+42.42%
% of All Funds
0.83%
New
98
Increased
168
Reduced
156
Closed
30
Calls
$144M
Puts
$115M
Net Calls
+$28.4M
Net Calls Change
-$153M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$466M
2
UBS Group
UBS Group
Switzerland
+$346M
3
Northern Trust
Northern Trust
Illinois
+$122M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
+$119M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$101M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$935M
2
Bank of America
Bank of America
North Carolina
-$390M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$214M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$132M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
JRP
276
Jasper Ridge Partners
California
$844K +$5.13K +60 +0.6%
BL
277
Balentine LLC
Georgia
$826K -$51.8K -606 -6%
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$817K -$8.12K -95 -1%
FEM
279
Fulcrum Equity Management
Texas
$803K -$243K -2,850 -24%
SHJ
280
Sharkey, Howes & Javer
Colorado
$782K -$25.2K -295 -3%
CS
281
Credit Suisse
Switzerland
$757K -$105K -1,226 -13%
ACA
282
Anchor Capital Advisors
Massachusetts
$732K +$634K +7,426 +1,153%
NWM
283
Northwest Wealth Management
Iowa
$731K -$16.1K -188 -2%
KIM
284
Karpus Investment Management
New York
$716K -$455K -5,330 -40%
IA
285
IFP Advisors
Florida
$715K +$3.93K +46 +0.6%
CWA
286
Clearview Wealth Advisors
Oregon
$699K +$658K +7,699 New
RC
287
Rinet Company
Massachusetts
$697K -$14.3K -167 -2%
PWLP
288
Prio Wealth Limited Partnership
Massachusetts
$685K – – –
DY
289
Dowling & Yahnke
California
$684K – – –
ERWM
290
Elk River Wealth Management
Colorado
$681K +$642K +7,512 New
AIC
291
Ameritas Investment Company
Nebraska
$674K -$2.22K -26 -0.3%
HPA
292
High Probability Advisors
New York
$672K +$632K +7,403 New
KFGK
293
Keystone Financial Group (Kentucky)
Kentucky
$667K -$12.3K -144 -2%
VFA
294
Valeo Financial Advisors
Indiana
$667K +$91K +1,065 +17%
MA
295
Modus Advisors
Minnesota
$659K – – –
GC
296
GFG Capital
Florida
$652K +$614K +7,187 New
Victory Capital Management
297
Victory Capital Management
Texas
$650K -$1.26M -14,795 -67%
JIC
298
Johnson Investment Counsel
Ohio
$645K -$33.1K -388 -5%
Renaissance Technologies
299
Renaissance Technologies
New York
$644K -$1.04M -12,200 -63%
CMP
300
Courage Miller Partners
Virginia
$644K – – –
10 11
12
13 14

ACWI Hedge Fund Activity: Q4 2020 in Review

503 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2020, worth a combined $7.36B — up 11% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new ACWI positions and 30 closed out — a net gain of 68 holders — while 168 added to existing stakes and 156 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $466M. The largest seller was Barclays, cutting an estimated $935M.

  • 503 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2020, up from 443 in Q3 2020.
  • Funds reported $7.36B of iShares MSCI ACWI ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 98 funds opened new iShares MSCI ACWI ETF positions in Q4 2020 and 30 closed out, a net change of +68 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $466M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2020 was Barclays, an estimated $935M sold.

Based on aggregated 13F filings for Q4 2020.