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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
CWM
326
Cherrydale Wealth Management
New Jersey
$1.22M
CI
327
Cambiar Investors
Colorado
$1.2M -$815K -6,802 -40%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
328
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16M
JFG
329
JMG Financial Group
Illinois
$1.16M
VFA
330
Valeo Financial Advisors
Indiana
$1.13M -$206K -1,716 -15%
WFA
331
Wellspring Financial Advisors
Ohio
$1.11M +$9.59K +80 +0.8%
HNWA
332
Henrickson Nauta Wealth Advisors
Michigan
$1.11M -$359 -3 -0%
MBT
333
Montecito Bank & Trust
California
$1.11M -$119K -993 -9%
NW
334
NewEdge Wealth
Pennsylvania
$1.09M +$149K +1,247 +15%
CFG
335
Citizens Financial Group
Rhode Island
$1.09M -$130K -1,083 -10%
YIA
336
YHB Investment Advisors
Connecticut
$1.07M -$443K -3,700 -29%
MIFH
337
Migdal Insurance & Financial Holdings
Israel
$1.06M +$43.1K +360 +4%
SWP
338
Stratos Wealth Partners
Ohio
$1.06M -$426K -3,553 -28%
CM
339
Columbus Macro
Pennsylvania
$1.04M -$86.4K -721 -7%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$1.04M -$3.83K -32 -0.3%
GQG Partners
341
GQG Partners
Florida
$1.03M -$790K -6,593 -43%
FT
342
Fiduciary Trust
Massachusetts
$1.03M -$176K -1,473 -14%
SC
343
Sierra Capital
Florida
$1.03M -$219K -1,832 -17%
SP
344
Stonebrook Private
Michigan
$1.02M -$100K -835 -9%
NF
345
NavPoint Financial
Minnesota
$1.01M
BCM
346
Becker Capital Management
Oregon
$966K
SPW
347
Sonoma Private Wealth
California
$961K
PFS
348
Prospect Financial Services
New York
$951K -$17.3K -144 -2%
ALA
349
Atlas Legacy Advisors
California
$914K
MFG
350
Merit Financial Group
Georgia
$904K +$27.4K +229 +3%

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.