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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
B
601
Birchbrook
Maine
$114K
CWM
602
Cedar Wealth Management
California
$112K
IWP
603
IAG Wealth Partners
Wisconsin
$108K
WTC
604
WhitTier Trust Company
Nevada
$105K +$105K +873 +3,233%
HWM
605
HighMark Wealth Management
Minnesota
$101K +$1.32K +11 +1%
TWC
606
TD Waterhouse Canada
Ontario, Canada
$99.3K
AWM
607
AE Wealth Management
Kansas
$83.2K -$2.28K -19 -3%
CW
608
Cooksen Wealth
Texas
$80.8K +$87.9K +734 New
1L
609
10Elms LLP
Oklahoma
$73.6K +$13.4K +112 +22%
PW
610
Pandora Wealth
Illinois
$73.6K +$75.7K +632 New
BWM
611
BigSur Wealth Management
Florida
$69.8K
SAM
612
Smartleaf Asset Management
Massachusetts
$69.3K -$2.52K -21 -3%
CFO
613
CVA Family Office
Colorado
$69.1K
IAS
614
IMA Advisory Services
Colorado
$68.8K +$70.8K +591 New
TIM
615
Tortoise Investment Management
New York
$61.3K
TPCW
616
TD Private Client Wealth
New York
$60.8K -$214K -1,784 -77%
CB
617
CNB Bank
Pennsylvania
$58.2K
RWM
618
Rialto Wealth Management
New York
$58.2K
CWM
619
Consultiva Wealth Management
Puerto Rico
$57K +$58.7K +490 New
CA
620
Centerpoint Advisors
Massachusetts
$54K
AIM
621
Anchor Investment Management
South Carolina
$53.8K
RBA
622
Richard Bernstein Advisors
New York
$51.4K +$49.6K +414 +1,533%
CAM
623
Costello Asset Management
Pennsylvania
$48.8K +$50.2K +419 New
PWA
624
Physician Wealth Advisors
Utah
$43.4K
DPW
625
DiNuzzo Private Wealth
Pennsylvania
$39.8K +$359 +3 +0.9%

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.