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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
BWL
26
Bogart Wealth LLC
Virginia
$79.7M -$707K -5,899 -0.9%
BBVA
27
Banco Bilbao Vizcaya Argentaria
Spain
$74.7M +$20.9M +174,370 +37%
HMH
28
Hackensack Meridian Health
New Jersey
$74.5M -$39.5M -330,000 -34%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$66.3M +$66.2M +552,790 +3,140%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$65.3M +$9.92M +82,834 +17%
UBS Group
31
UBS Group
Switzerland
$63.6M -$39M -325,879 -37%
A
32
Allianz
Germany
$62M -$340K -2,840 -0.5%
IC
33
IEQ Capital
California
$58.2M +$45.1M +376,273 +303%
BlackRock
34
BlackRock
New York
$56.5M -$21.8M -181,983 -27%
AssetMark Inc
35
AssetMark Inc
California
$56.1M -$335K -2,793 -0.6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$55.2M -$19.3M -160,730 -25%
HighTower Advisors
37
HighTower Advisors
Illinois
$55.1M -$3.05M -25,450 -5%
Brown Advisory
38
Brown Advisory
Maryland
$54.4M -$8.21M -68,538 -13%
CFFNO
39
Common Fund For Nonprofit Organizations
Connecticut
$52.7M +$19.5M +162,778 +56%
BC
40
Bricktown Capital
Michigan
$51.3M +$2.84M +23,728 +6%
AllianceBernstein
41
AllianceBernstein
Tennessee
$50.6M -$9.57M -79,874 -16%
Corient Private Wealth
42
Corient Private Wealth
Florida
$49.7M -$729K -6,086 -1%
BTI
43
Blue Trust Inc
Georgia
$47.8M +$1.1M +9,222 +2%
TBWA
44
Three Bridge Wealth Advisors
California
$45.6M +$498K +4,159 +1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$45.3M -$65.3K -545 -0.1%
Polen Capital Management
46
Polen Capital Management
Florida
$44.8M +$8.03M +66,994 +21%
GVAG
47
Great Valley Advisor Group
Delaware
$42.8M +$720K +6,007 +2%
Bank Julius Baer & Co
48
Bank Julius Baer & Co
Switzerland
$40.8M -$7.43M -62,036 -15%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$40.6M -$3.44M -28,743 -8%
Canada Life
50
Canada Life
Manitoba, Canada
$40.4M +$13.6M +113,868 +49%

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.