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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
AS
76
Altshuler Shaham
Israel
$14.6M -$683K -7,269 -5%
VCM
77
Verger Capital Management
North Carolina
$14.2M
BlackRock
78
BlackRock
New York
$14.2M -$40.1M -426,821 -74%
NAM
79
NorthCoast Asset Management
Connecticut
$13.4M
Schroder Investment Management Group
80
Schroder Investment Management Group
United Kingdom
$13.4M -$17.8M -189,364 -57%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$12.3M -$809K -8,615 -6%
SBL
82
Sargent Bickham Lagudis
Colorado
$11.4M +$957K +10,184 +9%
GFP
83
Gryphon Financial Partners
Ohio
$11.3M +$937K +9,970 +9%
SC
84
Sierra Capital
Florida
$11.3M +$11.1M +118,611 New
FMP
85
Financial Management Professionals
Texas
$11M -$98.8K -1,052 -0.9%
CCP
86
Cassia Capital Partners
North Carolina
$10.5M +$2.03M +21,645 +24%
B
87
Barings
North Carolina
$10.4M -$17.3M -183,809 -63%
SWP
88
ShoreHaven Wealth Partners
New Jersey
$10.2M +$89.5K +953 +0.9%
BWCS
89
Beirne Wealth Consulting Services
Connecticut
$10.1M -$58.1K -618 -0.6%
COCM
90
Charter Oak Capital Management
New Hampshire
$10M +$12.9K +137 +0.1%
AIM
91
Allen Investment Management
New York
$9.83M +$708K +7,539 +8%
SB
92
Sunflower Bank
Texas
$9.25M -$141K -1,499 -2%
WANY
93
Wealthspire Advisors (New York)
New York
$9.15M -$99.7K -1,061 -1%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$9M +$2.66M +28,306 +43%
CF
95
Centaurus Financial
California
$8.82M +$38.7K +412 +0.4%
Capital International Investors
96
Capital International Investors
California
$8.52M -$216K -2,304 -3%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$8.28M -$34.7M -369,696 -81%
Kovitz Investment Group Partners
98
Kovitz Investment Group Partners
Illinois
$8.06M -$53.4K -568 -0.7%
CWM
99
Cahaba Wealth Management
Georgia
$8.05M -$15.2K -162 -0.2%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$7.91M +$605K +6,439 +8%

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.