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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
SWM
501
Sugarloaf Wealth Management
Georgia
$218 -$167K -1,782 -58%
BBHC
502
Brown Brothers Harriman & Co
New York
$66
FGAM
503
Financial Gravity Asset Management
Texas
$28 +$28.1K +299 New
WIM
504
Westside Investment Management
California
$19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
505
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$531M -5,850,000 Closed
AIMCA
506
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$257M -2,837,000 Closed
SG Americas Securities
507
SG Americas Securities
New York
-$62.6M -690,000 Closed
OMC
508
Old Mission Capital
Illinois
-$47.2M -520,513 Closed
T. Rowe Price Associates
509
T. Rowe Price Associates
Maryland
-$42.5M -468,100 Closed
COLIM
510
City of London Investment Management
United Kingdom
-$40.2M -443,400 Closed
CBT
511
Capital Bank & Trust
California
-$31M -341,490 Closed
Ninety One (UK)
512
Ninety One (UK)
United Kingdom
-$26.4M -291,540 Closed
ACG
513
Arch Capital Group
Bermuda
-$16.9M -186,555 Closed
DS
514
DRW Securities
Illinois
-$12.9M -142,603 Closed
MCM
515
Makena Capital Management
California
-$8.53M -93,971 Closed
Qube Research & Technologies (QRT)
516
Qube Research & Technologies (QRT)
United Kingdom
-$6.94M -76,469 Closed
American Century Companies
517
American Century Companies
Missouri
-$5.9M -65,000 Closed
BIP
518
Brandes Investment Partners
California
-$2.43M -26,801 Closed
Simplex Trading
519
Simplex Trading
Illinois
-$1.61M -17,790 Closed
Citadel Advisors
520
Citadel Advisors
Florida
-$1.54M -16,385 Closed
Fiera Capital (Canada)
521
Fiera Capital (Canada)
Quebec, Canada
-$1.33M -14,624 Closed
Polen Capital Management
522
Polen Capital Management
Florida
-$1.06M -11,658 Closed
RJT
523
Raymond James Trust
Florida
-$1.04M -11,443 Closed
FEM
524
Fulcrum Equity Management
Texas
-$803K -8,850 Closed
SHJ
525
Sharkey, Howes & Javer
Colorado
-$782K -8,625 Closed

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.