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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
GSEP
426
Golden State Equity Partners
California
$208K +$197K +2,302 New
ODCM
427
Old Dominion Capital Management
Virginia
$207K +$194K +2,277 New
EFS
428
Essex Financial Services
Connecticut
$205K +$193K +2,258 New
WWM
429
Windsor Wealth Management
Indiana
$204K +$192K +2,247 New
EH
430
Equitable Holdings
New York
$202K -$136K -1,594 -42%
CTA
431
Chesley Taft & Associates
Illinois
$201K +$190K +2,220 New
MWM
432
Modera Wealth Management
New Jersey
$200K +$188K +2,200 New
Deutsche Bank
433
Deutsche Bank
Germany
$198K +$148K +1,735 +392%
EWA
434
Evolution Wealth Advisors
Florida
$196K – – –
FP
435
Fiduciary Planning
Florida
$183K +$1.28K +15 +0.8%
ACA
436
Atlas Capital Advisors
Wyoming
$172K +$162K +1,900 New
OSAM
437
O'Shaughnessy Asset Management
Connecticut
$170K +$160K +1,874 New
MCM
438
MV Capital Management
Maryland
$163K – – –
PFA
439
Professional Financial Advisors
Nebraska
$158K +$940 +11 +0.6%
CFN
440
Cordasco Financial Network
Florida
$155K – – –
CWC
441
Carolinas Wealth Consulting
North Carolina
$135K +$256 +3 +0.2%
HS
442
Horan Securities
United States
$122K – – –
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K +$8.71K +102 +9%
RBA
444
Richard Bernstein Advisors
New York
$115K +$92.4K +1,082 +585%
DWMG
445
DB Wealth Management Group
California
$102K +$95.6K +1,119 New
VNA
446
Valley National Advisers
Pennsylvania
$95K – – –
CWM
447
Cedar Wealth Management
California
$91K – – –
SPWG
448
Sage Private Wealth Group
Illinois
$86K +$81.4K +953 New
TIM
449
Tortoise Investment Management
New York
$81K – – –
WA
450
WestEnd Advisors
North Carolina
$78.7K +$4.78K +56 +7%
16 17
18
19 20

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.