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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
LNWWM
276
Laird Norton Wetherby Wealth Management
California
$787K -$69.6K -741 -8%
BC
277
Belmont Capital
California
$773K -$134K -1,421 -15%
ACA
278
Anchor Capital Advisors
Massachusetts
$768K
BWA
279
BDO Wealth Advisors
Florida
$762K +$407K +4,328 +118%
NWM
280
Northwest Wealth Management
Iowa
$757K -$9.21K -98 -1%
MIM
281
Macroview Investment Management
Maryland
$746K -$570K -6,069 -44%
FTUS
282
Flow Traders U.S.
New York
$744K -$92.9M -989,147 -99%
WT
283
Whittier Trust
California
$725K +$63K +671 +10%
KIM
284
Karpus Investment Management
New York
$724K -$26.3K -280 -4%
Capital World Investors
285
Capital World Investors
California
$718K +$346K +3,683 +95%
DY
286
Dowling & Yahnke
California
$717K
IA
287
IFP Advisors
Florida
$714K -$34.5K -367 -5%
W
288
WealthStone
Ohio
$703K -$709K -7,545 -50%
KFGK
289
Keystone Financial Group (Kentucky)
Kentucky
$700K
MA
290
Modus Advisors
Minnesota
$691K
WFAG
291
Wescott Financial Advisory Group
Pennsylvania
$688K +$179K +1,910 +36%
FLPIM
292
F.L. Putnam Investment Management
Massachusetts
$683K +$55.8K +594 +9%
PWLP
293
Prio Wealth Limited Partnership
Massachusetts
$680K -$37.6K -400 -5%
CMP
294
Courage Miller Partners
Virginia
$676K
WA
295
Wealth Architects
California
$676K +$2.16K +23 +0.3%
GG
296
Gofen & Glossberg
Illinois
$666K
VFA
297
Valeo Financial Advisors
Indiana
$664K -$34.9K -371 -5%
CASB
298
Cape Ann Savings Bank
Massachusetts
$661K
KAH
299
Kathryn A. Hall
$645K
ERWM
300
Elk River Wealth Management
Colorado
$639K -$74.4K -792 -11%

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.