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iShares MSCI ACWI ETF
ACWI

503 hedge funds and large institutions have $7.36B invested in iShares MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 30

42% more funds holding in top 10

Funds holding in top 10: 33 → 47 (+14)

25% more call options, than puts

Call options by funds: $144M | Put options by funds: $115M

14% more funds holding

Funds holding: 443 → 503 (+60)

11% more capital invested

Capital invested by funds: $6.64B → $7.36B (+$726M)

8% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 156

0.74% less ownership

Funds ownership: 52.03% → 51.29% (-0.74%)

Holders
503
Holders Change
+60
Holders Change %
+13.54%
% of All Funds
8.9%
Holding in Top 10
47
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+42.42%
% of All Funds
0.83%
New
98
Increased
168
Reduced
156
Closed
30
Calls
$144M
Puts
$115M
Net Calls
+$28.4M
Net Calls Change
-$153M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$466M
2
UBS Group
UBS Group
Switzerland
+$346M
3
Northern Trust
Northern Trust
Illinois
+$122M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
+$119M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$101M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$935M
2
Bank of America
Bank of America
North Carolina
-$390M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$214M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$132M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
401
MAI Capital Management
Ohio
$257K +$1.2K +14 +0.5%
GAG
402
GM Advisory Group
New York
$257K +$242K +2,832 New
AT
403
Arden Trust
Delaware
$256K – – –
FWIA
404
Fort Washington Investment Advisors
Ohio
$254K +$5.72K +67 +2%
FWM
405
ForthRight Wealth Management
Georgia
$250K +$236K +2,760 New
GSIS
406
Global Strategic Investment Solutions
Arizona
$246K – – –
KeyBank National Association
407
KeyBank National Association
Ohio
$246K – – –
RTS
408
Round Table Services
New Jersey
$244K +$256 +3 +0.1%
HGWM
409
Horst & Graben Wealth Management
Oregon
$242K -$30.9K -362 -12%
M&T Bank
410
M&T Bank
New York
$241K +$227K +2,661 New
PF
411
Phoenix Financial
Israel
$233K +$219K +2,569 New
HSA
412
HBK Sorce Advisory
Pennsylvania
$232K – – –
RE
413
RBC Europe
United Kingdom
$231K – – –
FCBT
414
First Citizens Bank & Trust
North Carolina
$231K -$2.11M -24,751 -91%
QC
415
QCM Cayman
Texas
$227K +$214K +2,500 New
SPIO
416
Seven Post Investment Office
California
$226K +$213K +2,488 New
ESB
417
Essex Savings Bank
Connecticut
$225K +$212K +2,480 New
PA
418
Pinnacle Associates
New York
$223K +$210K +2,456 New
RCAG
419
Rehmann Capital Advisory Group
Michigan
$222K +$209K +2,442 New
IDA
420
Intelligence Driven Advisers
California
$221K -$195K -2,282 -48%
WAM
421
Weatherly Asset Management
California
$221K -$34.6K -405 -14%
Mercer Global Advisors
422
Mercer Global Advisors
Colorado
$220K +$208K +2,430 New
SG
423
StoneX Group
New York
$218K +$206K +2,406 New
ASN
424
Advisory Services Network
Georgia
$217K -$64.6K -756 -24%
PP
425
PDS Planning
Ohio
$210K +$198K +2,320 New
15 16
17
18 19

ACWI Hedge Fund Activity: Q4 2020 in Review

503 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2020, worth a combined $7.36B — up 11% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new ACWI positions and 30 closed out — a net gain of 68 holders — while 168 added to existing stakes and 156 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $466M. The largest seller was Barclays, cutting an estimated $935M.

  • 503 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2020, up from 443 in Q3 2020.
  • Funds reported $7.36B of iShares MSCI ACWI ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 98 funds opened new iShares MSCI ACWI ETF positions in Q4 2020 and 30 closed out, a net change of +68 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $466M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2020 was Barclays, an estimated $935M sold.

Based on aggregated 13F filings for Q4 2020.