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iShares MSCI ACWI ETF

681 hedge funds and large institutions have $8.73B invested in iShares MSCI ACWI ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 192 increasing their positions, 269 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $211M | Put options by funds: $43.5M

2.35% less ownership

Funds ownership: 48.82%46.47% (-2.4%)

5% less funds holding

Funds holding: 720681 (-39)

7% less capital invested

Capital invested by funds: $9.37B → $8.73B (-$632M)

8% less funds holding in top 10

Funds holding in top 10: 5248 (-4)

29% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 269

41% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 69

Holders
681
Holders Change
-39
Holders Change %
-5.42%
% of All Funds
9.13%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.64%
New
41
Increased
192
Reduced
269
Closed
69
Calls
$211M
Puts
$43.5M
Net Calls
+$168M
Net Calls Change
+$355M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
451
J.W. Cole Advisors
Florida
$434K -$84K -701 -16%
C
452
Certuity
Florida
$429K
CASB
453
Cape Ann Savings Bank
Massachusetts
$429K -$3.59K -30 -0.8%
Credit Agricole
454
Credit Agricole
France
$427K -$1.36M -11,313 -76%
JWM
455
JFG Wealth Management
Colorado
$425K -$1.14M -9,475 -72%
FMP
456
Financial Management Professionals
Texas
$416K -$4.55K -38 -1%
NRC
457
New Republic Capital
North Carolina
$415K +$62.9K +525 +17%
GWA
458
Genesis Wealth Advisors
Massachusetts
$414K -$10.7K -89 -2%
UB
459
UMB Bank
Missouri
$410K
PFA
460
Pathway Financial Advisors
Vermont
$408K +$148K +1,233 +54%
HW
461
Hancock Whitney
Mississippi
$406K
FCAM
462
First Citizens Asset Management
North Carolina
$406K -$33.2K -277 -7%
NA
463
Nottingham Advisors
New York
$404K -$1.22M -10,157 -75%
AFA
464
AA Financial Advisors
Ohio
$402K
NS
465
NBC Securities
Alabama
$402K +$414K +3,455 +69,100%
RSWM
466
Robertson Stephens Wealth Management
California
$399K +$11.5K +96 +3%
CCMG
467
Clark Capital Management Group
Pennsylvania
$397K +$409K +3,414 New
GC
468
Garde Capital
Washington
$389K
MWM
469
Modera Wealth Management
New Jersey
$385K
HPA
470
High Probability Advisors
New York
$379K
GSWM
471
Greenup Street Wealth Management
Michigan
$374K
First Trust Advisors
472
First Trust Advisors
Illinois
$374K -$568K -4,741 -60%
BHBT
473
Burke & Herbert Bank & Trust
Virginia
$370K
IFG
474
Independent Financial Group
California
$366K +$87K +726 +30%
FPAS
475
Focus Partners Advisor Solutions
Missouri
$365K -$99K -826 -21%

ACWI Hedge Fund Activity: Q1 2025 in Review

681 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q1 2025, worth a combined $8.73B — down 6.7% from $9.37B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of ACWI and 41 opened new positions — a net loss of 28 holders — while 269 trimmed existing stakes and 192 added.

The largest buyer was Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York, opening a new position worth an estimated $185M. The largest seller was MKP Capital Management, exiting entirely with an estimated $263M sold.

  • 681 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q1 2025, down from 720 in Q4 2024.
  • Funds reported $8.73B of iShares MSCI ACWI ETF stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 41 funds opened new iShares MSCI ACWI ETF positions in Q1 2025 and 69 closed out, a net change of -28 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q1 2025 was Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York, an estimated $185M added.
  • The largest iShares MSCI ACWI ETF seller in Q1 2025 was MKP Capital Management, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2025.