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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
WP
451
WealthShield Partners
North Carolina
$46K -$349K -3,716 -88%
KFP
452
KB Financial Partners
New Jersey
$44K +$43.9K +467 New
AIM
453
Anchor Investment Management
South Carolina
$44K
JCM
454
Jacobi Capital Management
Pennsylvania
$41K
GAM
455
Gemmer Asset Management
California
$40K -$31.6K -336 -44%
WA
456
WestEnd Advisors
North Carolina
$39.7K -$42.3K -450 -52%
SCM
457
SevenOneSeven Capital Management
Pennsylvania
$39K +$38.1K +405 New
EIP
458
Ellis Investment Partners
Pennsylvania
$36K -$564 -6 -2%
TRCT
459
Tower Research Capital (TRC)
New York
$36K +$35.4K +377 New
GWM
460
Geneos Wealth Management
Colorado
$35K
LWP
461
Lumature Wealth Partners
Georgia
$35K
TWA
462
TCI Wealth Advisors
Arizona
$34K +$2.73K +29 +9%
HNB
463
Huntington National Bank
Ohio
$33K
IWMA
464
Ironwood Wealth Management (Arizona)
Arizona
$33K +$2.63K +28 +9%
BCPWM
465
Bradley & Co Private Wealth Management
Florida
$31K +$31.1K +331 New
WAP
466
Wealthcare Advisory Partners
Pennsylvania
$29K +$28.8K +307 New
FA
467
Faithward Advisors
Pennsylvania
$26K +$25.8K +275 New
RCA
468
Ranch Capital Advisors
Florida
$22K
AF
469
Allworth Financial
California
$21K +$94 +1 +0.5%
HCC
470
Hirtle Callaghan & Co
Pennsylvania
$20K
IWP
471
IAG Wealth Partners
Wisconsin
$19K
GWSG
472
GPS Wealth Strategies Group
Colorado
$19K +$18.8K +200 New
IAIM
473
International Assets Investment Management
Florida
$17K
WTC
474
WhitTier Trust Company
Nevada
$17K
RDFA
475
Ritter Daniher Financial Advisory
Ohio
$16K

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.