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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
BMCM
726
Bryn Mawr Capital Management
Pennsylvania
-$271K -2,303 Closed
NWM
727
Northwest Wealth Management
Iowa
-$267K -2,269 Closed
SRA
728
Secured Retirement Advisors
Minnesota
-$238K -2,022 Closed
JCM
729
J2 Capital Management
Michigan
-$235K -2,000 Closed
EA
730
Efficient Advisors
Ohio
-$226K -1,927 Closed
CA
731
Cornerstone Advisory
Maryland
-$230K -1,861 Closed
LG
732
Leuthold Group
Minnesota
-$216K -1,837 Closed
GA
733
GSG Advisors
New Jersey
-$205K -1,745 Closed
CP
734
Castleview Partners
Texas
-$99.7K -850 Closed
DCM
735
Disciplina Capital Management
Tennessee
-$97.4K -829 Closed
OWP
736
ORG Wealth Partners
Texas
-$82.6K -703 Closed
MCM
737
MidAtlantic Capital Management
Virginia
-$66K -562 Closed
EW
738
Element Wealth
Mississippi
-$35.1K -299 Closed
OC
739
Oarsman Capital
Wisconsin
-$34K -290 Closed
AWM
740
Accredited Wealth Management
Kentucky
-$25.3K -215 Closed
SSG
741
Summit Securities Group
New York
-$23.5K -200 Closed
APW
742
Acima Private Wealth
Virginia
-$12.6K -107 Closed
VWM
743
Venturi Wealth Management
Texas
-$12.5K -106 Closed
VHAM
744
Van Hulzen Asset Management
California
-$9.4K -80 Closed
PMFA
745
Plante Moran Financial Advisors
Michigan
-$9.05K -77 Closed
FA
746
Fedenia Advisers
Wisconsin
-$7.52K -64 Closed
Group One Trading
747
Group One Trading
Illinois
-$6.58K -56 Closed
BGAI
748
Bruce G. Allen Investments
Colorado
-$1.18K -10 Closed
GWM
749
Geneos Wealth Management
Colorado
-$940 -8 Closed
S
750
Sachetta
Massachusetts
-$129 -1 Closed

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.