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iShares MSCI ACWI ETF
ACWI

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: 503 → 505 (+2)

0% more funds holding in top 10

Funds holding in top 10: 47 → 47 (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

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$969M
2
Bank of America
Bank of America
North Carolina
+$276M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$200M
4
UBS Group
UBS Group
Switzerland
+$130M
5
JP Morgan Chase
JP Morgan Chase
New York
+$85.3M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$531M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$257M
3
FTUS
Flow Traders U.S.
New York
-$92.9M
4
SG Americas Securities
SG Americas Securities
New York
-$62.6M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$48.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
401
Seven Post Investment Office
California
$237K – – –
WAM
402
Weatherly Asset Management
California
$232K – – –
ESB
403
Essex Savings Bank
Connecticut
$229K – – –
ASN
404
Advisory Services Network
Georgia
$229K +$564 +6 +0.3%
PA
405
Pinnacle Associates
New York
$228K -$5.17K -55 -2%
Victory Capital Management
406
Victory Capital Management
Texas
$226K -$450K -4,790 -67%
RCAG
407
Rehmann Capital Advisory Group
Michigan
$225K -$7.23K -77 -3%
PP
408
PDS Planning
Ohio
$221K – – –
OGF
409
Orin Green Financial
California
$220K +$217K +2,312 New
SG
410
StoneX Group
New York
$219K -$10.2K -109 -5%
GSEP
411
Golden State Equity Partners
California
$219K – – –
CTA
412
Chesley Taft & Associates
Illinois
$216K – – –
EH
413
Equitable Holdings
New York
$212K – – –
BCP
414
Blue Chip Partners
Michigan
$211K +$208K +2,219 New
5L
415
55I LLC
Massachusetts
$210K +$207K +2,204 New
MWM
416
Modera Wealth Management
New Jersey
$209K – – –
Deutsche Bank
417
Deutsche Bank
Germany
$207K – – –
EWA
418
Evolution Wealth Advisors
Florida
$206K – – –
NFC
419
Northeast Financial Consultants
Connecticut
$206K +$203K +2,161 New
ODCM
420
Old Dominion Capital Management
Virginia
$205K -$11.9K -127 -6%
AIC
421
Ameritas Investment Company
Nebraska
$203K -$498K -5,296 -71%
B
422
Bridgeworth
Alabama
$200K +$197K +2,102 New
FP
423
Fiduciary Planning
Florida
$192K – – –
CFGS
424
Concourse Financial Group Securities
Alabama
$192K +$189K +2,013 New
CFA
425
Carroll Financial Associates
North Carolina
$178K -$828K -8,813 -82%
15 16
17
18 19

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.