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iShares MSCI ACWI ETF

505 hedge funds and large institutions have $8.18B invested in iShares MSCI ACWI ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 145 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $139M | Put options by funds: $79.5M

11% more capital invested

Capital invested by funds: $7.36B → $8.18B (+$822M)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

0% more funds holding

Funds holding: 503505 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

0.12% less ownership

Funds ownership: 51.29%51.18% (-0.12%)

24% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 190

Holders
505
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
8.87%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
54
Increased
145
Reduced
190
Closed
50
Calls
$139M
Puts
$79.5M
Net Calls
+$59.3M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$31.9M -$48.2M -512,939 -61%
BS
52
Banco Santander
Spain
$25.9M -$9.35M -99,481 -27%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$25.6M -$512K -5,452 -2%
CPCM
54
Cornerstone Partners Capital Management
Virginia
$25.5M +$25.1M +267,520 New
LPL Financial
55
LPL Financial
California
$23.8M +$11.3M +120,263 +93%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$23.5M +$2.79M +29,694 +14%
MML Investors Services
57
MML Investors Services
Massachusetts
$22.5M +$20.8M +221,859 +1,513%
CL
58
CPWM LLC
Washington
$21.6M -$40.8K -434 -0.2%
Truist Financial
59
Truist Financial
North Carolina
$21.2M -$716K -7,626 -3%
BWL
60
Bogart Wealth LLC
Virginia
$20.6M +$3.06M +32,585 +18%
KP
61
Keel Point
Alabama
$20.2M -$4.7M -50,042 -19%
PAG
62
Private Advisor Group
New Jersey
$20M -$2.7M -28,737 -12%
WRTC
63
Wind River Trust Company
Wyoming
$19.2M
CAM
64
Cresset Asset Management
Illinois
$19.1M -$15.3K -163 -0.1%
NAM
65
Nationwide Asset Management
Ohio
$18.9M +$2.38M +25,350 +15%
IWA
66
Intercontinental Wealth Advisors
Texas
$18.6M -$5.82M -61,909 -24%
WPW
67
Waldron Private Wealth
Pennsylvania
$17.6M
SAF
68
Smith Anglin Financial
Texas
$17.4M -$36.4M -387,436 -68%
FPCP
69
Fort Point Capital Partners
California
$17.2M
US Bancorp
70
US Bancorp
Minnesota
$16.9M
IC
71
IEQ Capital
California
$16.6M +$139K +1,476 +0.9%
NA
72
Nottingham Advisors
New York
$16M +$15.7M +167,105 New
PWPCM
73
Perella Weinberg Partners Capital Management
New York
$15.7M +$707K +7,530 +5%
KAS
74
Kestra Advisory Services
Texas
$15.2M -$5.15M -54,860 -26%
HIIFS
75
Harel Insurance Investments & Financial Services
Israel
$14.6M -$9.26M -98,541 -50%

ACWI Hedge Fund Activity: Q1 2021 in Review

505 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q1 2021, worth a combined $8.18B — up 11% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ACWI positions and 50 closed out — a net gain of 4 holders — while 145 added to existing stakes and 190 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $969M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $531M sold.

  • 505 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q1 2021, up from 503 in Q4 2020.
  • Funds reported $8.18B of iShares MSCI ACWI ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 54 funds opened new iShares MSCI ACWI ETF positions in Q1 2021 and 50 closed out, a net change of +4 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q1 2021 was BNP Paribas Financial Markets, an estimated $969M added.
  • The largest iShares MSCI ACWI ETF seller in Q1 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $531M sold.

Based on aggregated 13F filings for Q1 2021.