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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
PFA
326
Pure Financial Advisors
California
$505K +$33.2K +353 +7%
BAMG
327
Brand Asset Management Group
Missouri
$502K
CWM
328
Circle Wealth Management
New Jersey
$494K -$94 -1 -0%
OPS
329
Orion Portfolio Solutions
Nebraska
$492K +$6.76K +72 +1%
EVM
330
Eaton Vance Management
Massachusetts
$484K
WP
331
WealthSource Partners
California
$481K +$196K +2,082 +70%
JIC
332
Joel Isaacson & Co
New York
$478K
BEC
333
Blue Edge Capital
Virginia
$467K
AF
334
Affiance Financial
Minnesota
$462K
RCM
335
Rain Capital Management
Oregon
$459K +$453K +4,825 New
SFP
336
Strategic Financial Partners
Oregon
$455K
Man Group
337
Man Group
United Kingdom
$449K +$444K +4,722 New
HI
338
Harbour Investments
Wisconsin
$445K +$440K +4,681 New
CMO
339
Covenant Multifamily Offices
Texas
$443K +$438K +4,657 New
TCWM
340
Total Clarity Wealth Management
Illinois
$435K +$3.1K +33 +0.7%
TI
341
Trexquant Investment
Connecticut
$430K +$72.3K +770 +21%
BIAS
342
Beacon Investment Advisory Services
New Jersey
$429K
CWA
343
Clearview Wealth Advisors
Oregon
$427K -$302K -3,216 -42%
Capital Research Global Investors
344
Capital Research Global Investors
California
$416K +$130K +1,384 +46%
WA
345
Waverly Advisors
Alabama
$415K
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$402K
PCH
347
PGIM Custom Harvest
New Jersey
$402K
SFFS
348
Stonehage Fleming Financial Services
Jersey
$400K +$395K +4,203 New
MWM
349
Madison Wealth Management
Ohio
$397K -$38.3K -408 -9%
SPIA
350
Steward Partners Investment Advisory
New York
$395K -$230K -2,445 -37%

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.