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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
RA
651
Rodgers & Associates
Pennsylvania
$241K
CWP
652
Curated Wealth Partners
California
$240K +$250K +1,737 New
SDWIA
653
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$239K +$1.44K +10 +0.6%
WB
654
WesBanco Bank
West Virginia
$236K +$431 +3 +0.2%
AFO
655
Allie Family Office
Florida
$235K
ACM
656
Advance Capital Management
Michigan
$235K +$20K +139 +9%
CIA
657
Concurrent Investment Advisors
Florida
$233K -$24K -167 -9%
OE
658
OFS Enterprise
Nebraska
$232K +$241K +1,678 New
LC
659
Landaas & Company
Wisconsin
$232K +$36.7K +255 +18%
TCMP
660
Thrive Capital Management (Pennsylvania)
Pennsylvania
$230K -$53.2K -370 -18%
MCM
661
Magnolia Capital Management
New York
$230K
CBA
662
Coastal Bridge Advisors
Connecticut
$229K
DC
663
Dorval Corp
Minnesota
$228K -$144 -1 -0.1%
GC
664
Gibson Capital
Pennsylvania
$228K +$144 +1 +0.1%
FCA
665
FLC Capital Advisors
California
$227K +$8.34K +58 +4%
RFWA
666
RPg Family Wealth Advisory
Massachusetts
$226K -$12.8K -89 -5%
PTC
667
Private Trust Company
Ohio
$226K
SW
668
SVB Wealth
Massachusetts
$225K -$24.9K -173 -10%
CA
669
CGN Advisors
Kansas
$224K
AC
670
Apella Capital
Connecticut
$223K
SI
671
Saxon Interests
Texas
$220K -$148K -1,030 -39%
SHFA
672
SC&H Financial Advisors
Maryland
$216K
PGAM
673
Princeton Global Asset Management
New Jersey
$215K +$575 +4 +0.3%
HCA
674
Heck Capital Advisors
Wisconsin
$215K +$223K +1,554 New
SVCP
675
Silicon Valley Capital Partners
California
$215K