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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
Baird Financial Group
351
Baird Financial Group
Wisconsin
$383K +$17.9K +190 +5%
FI
352
FormulaFolio Investments
Michigan
$381K -$1.5M -15,968 -81%
GH
353
GAM Holding
Switzerland
$371K
JWCA
354
J.W. Cole Advisors
Florida
$368K -$7.14K -76 -2%
EFS
355
Essex Financial Services
Connecticut
$365K +$148K +1,580 +70%
HIM
356
Hanlon Investment Management
New Jersey
$363K +$4.04K +43 +1%
RBA
357
Richard Bernstein Advisors
New York
$361K +$238K +2,533 +200%
KPW
358
Kore Private Wealth
New York
$357K -$163K -1,734 -32%
PGAM
359
Princeton Global Asset Management
New Jersey
$356K -$723K -7,697 -67%
SI
360
Stephens Inc
Arkansas
$353K
V
361
Veritable
Delaware
$349K
RC
362
RegentAtlantic Capital
New Jersey
$349K +$51.9K +552 +18%
SWP
363
Summit Wealth Partners
Florida
$335K +$9.39K +100 +3%
HW
364
Hancock Whitney
Mississippi
$331K
FF
365
Friedenthal Financial
New Jersey
$327K -$4.13K -44 -1%
RWA
366
Ropes Wealth Advisors
Massachusetts
$321K +$28.8K +306 +10%
GC
367
Garde Capital
Washington
$313K
WAG
368
Winthrop Advisory Group
Massachusetts
$312K
SWM
369
Spire Wealth Management
Virginia
$311K +$307K +3,266 New
HPA
370
High Probability Advisors
New York
$309K -$390K -4,150 -56%
CPIG
371
Chicago Partners Investment Group
Illinois
$305K +$940 +10 +0.3%
EWM
372
Empirical Wealth Management
Washington
$303K +$4.23K +45 +1%
CIA
373
Choate Investment Advisors
Massachusetts
$302K -$26.6K -283 -8%
ACA
374
Atlas Capital Advisors
Wyoming
$302K +$119K +1,271 +67%
RPC
375
Rossmore Private Capital
Connecticut
$297K

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.