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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
NAM
351
NTV Asset Management
West Virginia
$901K -$189K -1,575 -17%
WA
352
Wealth Architects
California
$896K
SWA
353
SFMG Wealth Advisors
Texas
$884K
ASN
354
Advisory Services Network
Georgia
$880K -$60.3K -503 -6%
IFS
355
Ifrah Financial Services
Arkansas
$876K -$167K -1,398 -16%
WAG
356
Winthrop Advisory Group
Massachusetts
$867K +$95.3K +795 +12%
SB
357
Sunflower Bank
Texas
$864K
RFC
358
Regions Financial Corp
Alabama
$863K +$888K +7,413 New
LAMC
359
Longview Asset Management (California)
California
$858K -$19.4K -162 -2%
CB
360
Commerce Bank
Missouri
$857K -$10.8K -90 -1%
AWM
361
Avior Wealth Management
Nebraska
$854K +$807K +6,734 +1,120%
PG
362
Patten Group
Tennessee
$852K +$13.4K +112 +2%
FTWA
363
Fifth Third Wealth Advisors
Ohio
$850K
WS
364
Wedbush Securities
California
$843K +$78.5K +655 +10%
WT
365
Whittier Trust
California
$841K +$4.43K +37 +0.5%
MOS
366
MGO One Seven
Ohio
$829K +$592K +4,938 +226%
William Blair & Company
367
William Blair & Company
Illinois
$823K -$247K -2,064 -23%
FA
368
Fiducient Advisors
Illinois
$812K +$46.6K +389 +6%
P
369
&Partners
Tennessee
$812K +$180K +1,504 +27%
SSWM
370
Sheets Smith Wealth Management
North Carolina
$807K -$1.8K -15 -0.2%
DJSG
371
D.J. St. Germain
Massachusetts
$803K -$3.95K -33 -0.5%
MG
372
Mather Group
Illinois
$797K +$86.4K +721 +12%
VA
373
Vident Advisory
Georgia
$783K -$13.2K -110 -2%
EWM
374
Empirical Wealth Management
Washington
$782K -$1.8K -15 -0.2%
TCA
375
Transcend Capital Advisors
New Jersey
$773K +$174K +1,450 +28%

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.