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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
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$1.75M -$1.02M -8,496 -36%
LI
277
LRI Investments
Florida
$1.74M +$1.79M +14,957 New
MFIM
278
Mesirow Financial Investment Management
Illinois
$1.74M
EPAM
279
Evelyn Partners Asset Management
$1.73M +$764K +6,374 +75%
AIA
280
Angeles Investment Advisors
California
$1.72M -$44.3K -370 -2%
GS
281
GTS Securities
New York
$1.71M +$1.2M +10,039 +215%
EDRH
282
Edmond de Rothschild Holding
Switzerland
$1.71M -$18K -150 -1%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$1.69M -$23.8K -199 -1%
RWP
284
RWA Wealth Partners
Massachusetts
$1.68M -$152K -1,269 -8%
SFWC
285
Strategic Family Wealth Counselors
New Jersey
$1.66M +$15.5K +129 +0.9%
ONB
286
Old National Bancorp
Indiana
$1.65M
SWTS
287
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.64M +$516K +4,305 +44%
FAIM
288
Financial Advocates Investment Management
Washington
$1.64M
Chevy Chase Trust
289
Chevy Chase Trust
Maryland
$1.62M +$9.35K +78 +0.6%
AWM
290
Apollon Wealth Management
South Carolina
$1.61M +$45.2K +377 +3%
RG
291
Rathbones Group
United Kingdom
$1.6M +$207K +1,729 +14%
ASW
292
Astoria Strategic Wealth
Texas
$1.59M
CIBC World Market
293
CIBC World Market
Ontario, Canada
$1.56M +$599 +5 +0%
MML Investors Services
294
MML Investors Services
Massachusetts
$1.55M -$354K -2,954 -18%
Wealthfront Advisers
295
Wealthfront Advisers
California
$1.54M -$225K -1,877 -12%
CG
296
Caprock Group
Idaho
$1.52M +$1.13M +9,427 +257%
HTC
297
Haverford Trust Company
Pennsylvania
$1.52M
AC
298
ASB Consultores
Florida
$1.47M -$71.9K -600 -5%
ANTB
299
AMG National Trust Bank
Colorado
$1.46M
AT
300
Arlington Trust
Alabama
$1.45M

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.