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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
VWWMG
651
Vermillion & White Wealth Management Group
Pennsylvania
$14.8K
PWAM
652
Private Wealth Asset Management
Iowa
$13.5K +$13.9K +116 New
AF
653
Advisornet Financial
Minnesota
$12.4K +$12.7K +106 New
MMG
654
Monetary Management Group
Missouri
$11.6K
SIC
655
SJS Investment Consulting
Ohio
$11.1K
OA
656
Operose Advisors
Wisconsin
$10.1K
DAM
657
Delta Asset Management
Tennessee
$9.89K
HBW
658
Hazlett, Burt & Watson
West Virginia
$9K
HCM
659
Hollencrest Capital Management
California
$8.85K
AEPWM
660
Atlantic Edge Private Wealth Management
Florida
$8.73K
LC
661
Lindbrook Capital
California
$8.15K
BCWM
662
Bartlett & Co Wealth Management
Ohio
$8.15K +$8.39K +70 New
CTWM
663
Cherry Tree Wealth Management
Minnesota
$7.92K
SSB
664
Sandy Spring Bank
Maryland
$6.98K
RI
665
Ridgewood Investments
New Jersey
$6.75K
IWM
666
IMG Wealth Management
Florida
$6.75K +$6.95K +58 New
BCMLT
667
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.35K
AWM
668
Abound Wealth Management
Tennessee
$5.24K
TCPG
669
Trivant Custom Portfolio Group
California
$4.77K +$120 +1 +3%
PS
670
Principal Securities
Iowa
$3.88K
JWA
671
JFS Wealth Advisors
Pennsylvania
$3.84K
MEG
672
Millstone Evans Group
Colorado
$3.14K -$958 -8 -23%
CIR
673
Clear Investment Research
Georgia
$2.51K -$1.8K -15 -42%
AIP
674
Ameritas Investment Partners
Nebraska
$1.75K
DWM
675
Darwin Wealth Management
Florida
$1.18K

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.