We are live on ! Find out more
ACWI icon

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
WA
301
Wealth Architects
California
$643K -$48.3K -565 -7%
GG
302
Gofen & Glossberg
Illinois
$635K – – –
WT
303
Whittier Trust
California
$630K -$3.84K -45 -0.6%
CASB
304
Cape Ann Savings Bank
Massachusetts
$630K +$593K +6,947 New
RA
305
RFG Advisory
Alabama
$619K -$226K -2,649 -29%
KAH
306
Kathryn A. Hall
$615K – – –
VAS
307
Vestmark Advisory Solutions
Massachusetts
$602K +$567K +6,635 New
SPIA
308
Steward Partners Investment Advisory
New York
$598K -$51K -597 -8%
FLPIM
309
F.L. Putnam Investment Management
Massachusetts
$597K -$720K -8,427 -56%
BAAM
310
Baker Avenue Asset Management
California
$597K -$197K -2,310 -26%
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$596K +$26.4K +309 +5%
CAN
312
Cetera Advisor Networks
California
$592K – – –
ACS
313
Archford Capital Strategies
Illinois
$582K – – –
FPS
314
Fieldpoint Private Securities
Connecticut
$580K – – –
BWFA
315
Baltimore-Washington Financial Advisors
Maryland
$572K – – –
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$567K -$2.65K -31 -0.5%
NFG
317
Nations Financial Group
Iowa
$553K +$2.31K +27 +0.4%
QTM
318
qPULA Trading Management
New York
$553K +$521K +6,100 New
CI
319
Cambiar Investors
Colorado
$551K +$249K +2,910 +92%
NGA
320
Naples Global Advisors
Florida
$547K -$12.8K -150 -2%
TCM
321
Twele Capital Management
Minnesota
$544K – – –
HWM
322
Hemington Wealth Management
Virginia
$541K +$509K +5,964 New
LJAC
323
L.J. Altfest & Co
New York
$529K -$20.1K -235 -4%
IFS
324
Ifrah Financial Services
Arkansas
$528K -$13.1K -153 -3%
HIP
325
HUB Investment Partners
Texas
$523K +$559K +6,546 New
11 12
13
14 15

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.