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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
KJHP
501
K.J. Harrison & Partners
Ontario, Canada
$326K -$1.56M -13,045 -82%
CF
502
Cyr Financial
Illinois
$322K -$43.1K -360 -12%
BAMG
503
Brand Asset Management Group
Missouri
$321K -$7.19K -60 -2%
RIA
504
Regal Investment Advisors
Michigan
$318K -$11.7K -98 -3%
PGA
505
Portland Global Advisors
Maine
$317K
SFP
506
Sandbox Financial Partners
Maryland
$317K -$5.68M -47,395 -95%
HWM
507
Hemington Wealth Management
Virginia
$317K -$112K -932 -25%
GSIS
508
Global Strategic Investment Solutions
Arizona
$316K
TPA
509
Trivium Point Advisory
Connecticut
$315K
BC
510
Belmont Capital
California
$314K
SCA
511
Stonebridge Capital Advisors
Minnesota
$314K
Jones Financial Companies
512
Jones Financial Companies
Missouri
$312K +$41K +342 +15%
AF
513
Allworth Financial
California
$312K +$62.7K +523 +24%
HW
514
Hamilton Wealth
California
$304K +$53.9K +450 +21%
TIAA Trust, National Association
515
TIAA Trust, National Association
North Carolina
$304K -$36.8K -307 -11%
PWM
516
Perigon Wealth Management
California
$302K -$12K -100 -4%
SC
517
Sapient Capital
Indiana
$301K
TCWM
518
Total Clarity Wealth Management
Illinois
$300K
ACG
519
Allen Capital Group
Nebraska
$298K +$307K +2,560 New
FF
520
Friedenthal Financial
New Jersey
$295K
IWMA
521
Ironwood Wealth Management (Arizona)
Arizona
$295K +$21.1K +176 +7%
BWP
522
Balboa Wealth Partners
Arizona
$294K +$9.94K +83 +3%
SFGP
523
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$292K +$839 +7 +0.3%
SPIO
524
Seven Post Investment Office
California
$290K
CCP
525
Cassia Capital Partners
North Carolina
$289K -$11.5K -96 -4%

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.