We are live on ! Find out more
ACWI icon

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
CCT
376
Country Club Trust
Missouri
$295K +$3.76K +40 +1%
AT
377
Arden Trust
Delaware
$295K +$25.2K +268 +9%
CG
378
Colony Group
Massachusetts
$292K +$288K +3,069 New
SAM
379
Sequent Asset Management
Texas
$290K -$27.8K -296 -9%
MGIA
380
Moneta Group Investment Advisors
Missouri
$286K +$282K +3,006 New
PJSIMP
381
P.J. Schmidt Investment Management (PJS)
Wisconsin
$285K +$267K +2,843 New
APA
382
American Portfolios Advisors
New York
$284K -$282 -3 -0.1%
CWMU
383
Caliber Wealth Management (Utah)
Utah
$282K
GAG
384
GM Advisory Group
New York
$278K +$8.55K +91 +3%
FC
385
Financial Consulate
Maryland
$276K -$38.2K -407 -12%
CPW
386
Catalyst Private Wealth
California
$276K -$1.6K -17 -0.6%
Mercer Global Advisors
387
Mercer Global Advisors
Colorado
$274K +$42K +447 +18%
SG
388
Strid Group
Pennsylvania
$273K -$41.8K -445 -13%
SWP
389
Stratos Wealth Partners
Ohio
$273K -$21.9K -233 -8%
CCM
390
Coldstream Capital Management
Washington
$271K
CPFP
391
Clear Perspectives Financial Planning
Ohio
$266K -$28.2K -300 -10%
FWM
392
ForthRight Wealth Management
Georgia
$263K
CI
393
Cambiar Investors
Colorado
$262K -$312K -3,324 -55%
FWIA
394
Fort Washington Investment Advisors
Ohio
$260K -$6.29K -67 -2%
GSIS
395
Global Strategic Investment Solutions
Arizona
$259K
MCM
396
MAI Capital Management
Ohio
$258K -$11.2K -119 -4%
KeyBank National Association
397
KeyBank National Association
Ohio
$258K
RTS
398
Round Table Services
New Jersey
$256K
HGWM
399
Horst & Graben Wealth Management
Oregon
$252K -$1.5K -16 -0.6%
HSA
400
HBK Sorce Advisory
Pennsylvania
$243K

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.