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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
TIM
451
Thornburg Investment Management
New Mexico
$71K +$44.2K +518 +198%
LDFR
452
Lehman & Derafelo Financial Resources
Pennsylvania
$69K – – –
GAM
453
Gemmer Asset Management
California
$69K +$5.64K +66 +9%
APWM
454
Atlas Private Wealth Management
New York
$68K – – –
BBHC
455
Brown Brothers Harriman & Co
New York
$63K +$47.1K +551 +383%
MIM
456
MTM Investment Management
South Carolina
$61K +$57.7K +675 New
CB
457
CNB Bank
Pennsylvania
$60K – – –
BWM
458
BigSur Wealth Management
Florida
$54K – – –
HWM
459
HighMark Wealth Management
Minnesota
$51K -$14K -164 -22%
PWM
460
Perigon Wealth Management
California
$50K +$47.5K +556 New
JWA
461
JFS Wealth Advisors
Pennsylvania
$49K +$854 +10 +2%
TF
462
TimeScale Financial
Massachusetts
$45K +$17.8K +208 +73%
FWM
463
FSA Wealth Management
Massachusetts
$44K +$41.4K +485 New
AIM
464
Anchor Investment Management
South Carolina
$41.9K – – –
MHR
465
Matthew Hamilton Rosenberg
$40K -$171 -2 -0.4%
JWBC
466
John W. Brooker & Co
California
$40K +$256 +3 +0.7%
JCM
467
Jacobi Capital Management
Pennsylvania
$39K -$171 -2 -0.5%
HNB
468
Huntington National Bank
Ohio
$38K – – –
EIP
469
Ellis Investment Partners
Pennsylvania
$35K +$171 +2 +0.5%
GWM
470
Geneos Wealth Management
Colorado
$34K – – –
LWP
471
Lumature Wealth Partners
Georgia
$33K +$31.1K +364 New
TWA
472
TCI Wealth Advisors
Arizona
$30K +$427 +5 +2%
3AM
473
3EDGE Asset Management
Florida
$30K +$28.1K +329 New
IWMA
474
Ironwood Wealth Management (Arizona)
Arizona
$29K +$27.2K +319 New
RCA
475
Ranch Capital Advisors
Florida
$21K +$17.1K +200 +625%
17 18
19
20 21

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.