We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

796 hedge funds and large institutions have $12B invested in iShares MSCI ACWI ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $78.5M | Put options by funds: $54.6M

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

5% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 244

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$365M)

1% less funds holding

Funds holding: 808796 (-12)

2% less funds holding in top 10

Funds holding in top 10: 5958 (-1)

3.66% less ownership

Funds ownership: 46.01%42.36% (-3.7%)

Holders
796
Holders Change
-12
Holders Change %
-1.49%
% of All Funds
9.81%
Holding in Top 10
58
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.69%
% of All Funds
0.71%
New
62
Increased
255
Reduced
244
Closed
54
Calls
$78.5M
Puts
$54.6M
Net Calls
+$23.9M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
576
Balboa Wealth Partners
Arizona
$353K -$6.04K -42 -2%
PWM
577
Perigon Wealth Management
California
$350K -$167K -1,161 -31%
BIM
578
Bridges Investment Management
Nebraska
$348K +$361K +2,514 New
SPIO
579
Seven Post Investment Office
California
$345K +$862 +6 +0.2%
ESB
580
Essex Savings Bank
Connecticut
$342K
SFGP
581
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$337K -$121K -844 -26%
PWM
582
Provident Wealth Management
Tennessee
$334K
CPP
583
Capasso Planning Partners
South Carolina
$334K +$18.4K +128 +6%
LFAS
584
Level Four Advisory Services
Texas
$333K +$6.76K +47 +2%
GIA
585
Gladstone Institutional Advisory
Florida
$332K -$24.6K -171 -7%
LDB
586
Lee, Danner & Bass
Tennessee
$328K
HP
587
Highlander Partners
Texas
$327K
BBHC
588
Brown Brothers Harriman & Co
New York
$325K
CA
589
Claro Advisors
Massachusetts
$325K +$337K +2,346 New
SFS
590
Summit Financial Strategies
Ohio
$322K -$3.31K -23 -1%
BIG
591
Brooklyn Investment Group
New York
$320K +$333K +2,316 New
IWMA
592
Ironwood Wealth Management (Arizona)
Arizona
$317K +$1.87K +13 +0.6%
MMH
593
Menora Mivtachim Holdings
Israel
$317K
RIA
594
Regal Investment Advisors
Michigan
$316K -$79.9K -556 -20%
EFS
595
Essex Financial Services
Connecticut
$316K
HT
596
Headlands Technologies
Illinois
$314K -$7.85M -54,582 -96%
BAAM
597
Baker Avenue Asset Management
California
$312K
MFS
598
McNamara Financial Services
Massachusetts
$310K +$1.58K +11 +0.5%
CTA
599
Chesley Taft & Associates
Illinois
$307K
BWM
600
Bulltick Wealth Management
Florida
$307K +$15.8K +110 +5%