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iShares MSCI ACWI ETF

672 hedge funds and large institutions have $8.71B invested in iShares MSCI ACWI ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 187 increasing their positions, 267 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

8% less funds holding in top 10

Funds holding in top 10: 5248 (-4)

30% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 267

42% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 69

Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$211M
Puts
$43.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
501
Trivium Point Advisory
Connecticut
$315K
BC
502
Belmont Capital
California
$314K
SCA
503
Stonebridge Capital Advisors
Minnesota
$314K
Jones Financial Companies
504
Jones Financial Companies
Missouri
$312K
AF
505
Allworth Financial
California
$312K
TIAA Trust, National Association
506
TIAA Trust, National Association
North Carolina
$304K
PWM
507
Perigon Wealth Management
California
$302K
SC
508
Sapient Capital
Indiana
$301K
TCWM
509
Total Clarity Wealth Management
Illinois
$300K
ACG
510
Allen Capital Group
Nebraska
$298K
FF
511
Friedenthal Financial
New Jersey
$295K
IWMA
512
Ironwood Wealth Management (Arizona)
Arizona
$295K
BWP
513
Balboa Wealth Partners
Arizona
$294K
SFG
514
Stonebridge Financial Group
Pennsylvania
$292K
SPIO
515
Seven Post Investment Office
California
$290K
CCP
516
Cassia Capital Partners
North Carolina
$289K
ESB
517
Essex Savings Bank
Connecticut
$288K
FFA
518
Farther Finance Advisors
California
$287K
FWIA
519
Fort Washington Investment Advisors
Ohio
$285K
PWM
520
Provident Wealth Management
Tennessee
$281K
SCM
521
Stonehearth Capital Management
Massachusetts
$281K
OGF
522
Orin Green Financial
California
$279K
BA
523
Bridgewater Advisors
New York
$277K
WCM
524
Warburton Capital Management
Oklahoma
$277K
MWM
525
Modern Wealth Management
Kansas
$276K