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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
MCM
426
MV Capital Management
Maryland
$171K
SQA
427
Simon Quick Advisors
New Jersey
$150K +$149K +1,586 New
RE
428
RBC Europe
United Kingdom
$147K -$94K -1,000 -39%
HS
429
Horan Securities
United States
$132K +$3.95K +42 +3%
CWC
430
Carolinas Wealth Consulting
North Carolina
$127K -$15K -160 -11%
CFN
431
Cordasco Financial Network
Florida
$123K -$39.6K -421 -25%
DWMG
432
DB Wealth Management Group
California
$107K +$752 +8 +0.7%
VNA
433
Valley National Advisers
Pennsylvania
$99K
JWBC
434
John W. Brooker & Co
California
$98K +$55.4K +590 +133%
CWM
435
Cedar Wealth Management
California
$96K
SMA
436
Sage Mountain Advisors
Georgia
$92K +$91.1K +970 New
SPWG
437
Sage Private Wealth Group
Illinois
$91K
GRP
438
Global Retirement Partners
California
$86K +$66K +703 +357%
TIM
439
Tortoise Investment Management
New York
$80K -$5.17K -55 -6%
BMD
440
Better Money Decisions
New Mexico
$80K +$79.2K +843 New
LDFR
441
Lehman & Derafelo Financial Resources
Pennsylvania
$73K
APWM
442
Atlas Private Wealth Management
New York
$71K
TF
443
TimeScale Financial
Massachusetts
$69K +$22K +234 +48%
MIM
444
MTM Investment Management
South Carolina
$64K
CB
445
CNB Bank
Pennsylvania
$63K
BWM
446
BigSur Wealth Management
Florida
$57K
HWM
447
HighMark Wealth Management
Minnesota
$54K
FDCDDQ
448
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.5K -$74K -788 -61%
RCM
449
Regency Capital Management
Hawaii
$48K +$47K +500 New
JWA
450
JFS Wealth Advisors
Pennsylvania
$47K -$4.23K -45 -8%

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.