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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
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$24.8M +$1.07M +8,894 +4%
RCS
77
Retirement Capital Strategies
California
$23.8M +$24.5M +204,176 New
WPW
78
Waldron Private Wealth
Pennsylvania
$23.3M +$121K +1,014 +0.5%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$23.3M +$647K +5,401 +3%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$22.6M -$9.63M -80,340 -29%
BBNA
81
Bremer Bank National Association
Minnesota
$22.5M
CWM
82
Circle Wealth Management
New Jersey
$21.8M
PFMU
83
Privium Fund Management (UK)
United Kingdom
$21.5M +$213K +1,780 +1%
Ameriprise
84
Ameriprise
Minnesota
$21.1M +$6.93M +57,858 +47%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$21M -$1.36M -11,346 -6%
DA
86
Drake & Associates
Wisconsin
$20.5M +$482K +4,022 +2%
GA
87
GFS Advisors
Texas
$20.3M +$3.86M +32,210 +23%
CAM
88
Cresset Asset Management
Illinois
$20.2M -$1.39M -11,628 -6%
Mirae Asset Global Investments
89
Mirae Asset Global Investments
South Korea
$19.3M +$219K +1,832 +1%
ACM
90
Arlington Capital Management
Illinois
$19.3M -$12M -100,222 -38%
Lido Advisors
91
Lido Advisors
California
$18.8M -$487K -4,067 -2%
Citigroup
92
Citigroup
New York
$18.5M -$29M -242,299 -60%
NW
93
Naviter Wealth
Arkansas
$18M -$482K -4,023 -3%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$17.7M +$3.71M +30,971 +26%
AIM
95
Allen Investment Management
New York
$17.6M -$57.6K -481 -0.3%
ET
96
Equitable Trust
Tennessee
$15.3M -$262K -2,190 -2%
CF
97
Centaurus Financial
California
$15.2M +$363K +3,031 +2%
AA
98
Ashford Advisors
New York
$14.3M -$43.5K -363 -0.3%
SC
99
Sepio Capital
Utah
$14.1M -$86.4K -721 -0.6%
GAM
100
Gotham Asset Management
New York
$13.7M

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.