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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
RA
301
RFG Advisory
Alabama
$636K +$5.64K +60 +0.9%
MCWS
302
McKinley Carter Wealth Services
West Virginia
$633K +$625K +6,650 New
JIC
303
Johnson Investment Counsel
Ohio
$623K -$52.6K -560 -8%
CAN
304
Cetera Advisor Networks
California
$621K
ST
305
Sentinel Trust
Texas
$618K -$2.02M -21,505 -77%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$617K -$7.05K -75 -1%
NPF
307
Norris Perne & French
Michigan
$617K +$129K +1,372 +27%
WFA
308
Wellspring Financial Advisors
Ohio
$594K
BAAM
309
Baker Avenue Asset Management
California
$588K -$37.6K -400 -6%
NFG
310
Nations Financial Group
Iowa
$580K
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$577K -$17.4K -185 -3%
RC
312
Rinet Company
Massachusetts
$569K -$160K -1,702 -22%
HWM
313
Hemington Wealth Management
Virginia
$569K +$1.69K +18 +0.3%
SSWM
314
Sheets Smith Wealth Management
North Carolina
$569K +$77.4K +824 +16%
NGA
315
Naples Global Advisors
Florida
$568K -$6.11K -65 -1%
AIM
316
Alhambra Investment Management
Florida
$558K +$94K +1,000 +21%
LJAC
317
L.J. Altfest & Co
New York
$555K
FPS
318
Fieldpoint Private Securities
Connecticut
$551K -$56.4K -600 -9%
PWM
319
Perigon Wealth Management
California
$544K +$485K +5,161 +928%
BO
320
BRR OpCo
Ohio
$542K
GFG
321
Greystone Financial Group
Michigan
$542K +$72K +766 +16%
IFS
322
Ifrah Financial Services
Arkansas
$537K -$16.9K -180 -3%
BW
323
Bison Wealth
Georgia
$534K +$8.74K +93 +2%
ACS
324
Archford Capital Strategies
Illinois
$518K -$94.5K -1,006 -16%
RC
325
Rovin Capital
Arizona
$518K

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.