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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
BCM
476
Barometer Capital Management
Ontario, Canada
$12.8K +$12.7K +135 New
PFA
477
Professional Financial Advisors
Nebraska
$12K -$152K -1,614 -92%
MHR
478
Matthew Hamilton Rosenberg
$12K -$470 -5 -1%
AWM
479
Avior Wealth Management
Nebraska
$11K +$94 +1 +0.9%
FHA
480
First Horizon Advisors
Tennessee
$10K
BWM
481
Baystate Wealth Management
Massachusetts
$10K +$9.39K +100 New
PWA
482
Phoenix Wealth Advisors
North Carolina
$10K +$9.39K +100 New
WAS
483
Winch Advisory Services
Wisconsin
$9K +$188 +2 +2%
FPW
484
Flagship Private Wealth
Massachusetts
$7.41K
GI
485
Gradient Investments
Minnesota
$7K -$1.69K -18 -19%
MCM
486
Manchester Capital Management
Vermont
$7K
NFG
487
Next Financial Group
Texas
$7K +$6.58K +70 New
WWMSC
488
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$7.23K +77 New
TAM
489
Tucker Asset Management
Colorado
$4.76K
MIH
490
Meitav Investment House
Israel
$4.44K -$110K -1,175 -2%
BWM
491
BerganKDV Wealth Management
Minnesota
$4K
CAAS
492
Capital Asset Advisory Services
Michigan
$4K +$564 +6 +19%
WAS
493
Wealth Advisory Solutions
Indiana
$4K +$468K +4,982 +12%
AFS
494
Annapolis Financial Services
Maryland
$3K
CIR
495
Clear Investment Research
Georgia
$3K
EW
496
Element Wealth
Mississippi
$3K
HR
497
Howe & Rusling
New York
$3K
FFC
498
Fure Financial Corporation
Minnesota
$1K -$21.3M -226,437 -100%
AIP
499
Ameritas Investment Partners
Nebraska
$1K
AWM
500
Atticus Wealth Management
Florida
$1K

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.