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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
TCM
101
TD Capital Management
Tennessee
$7.65M -$564 -6 -0%
NI
102
NYL Investors
New York
$7.55M -$752K -8,000 -9%
AF
103
Advisornet Financial
Minnesota
$7.54M -$7.51M -79,973 -50%
CM
104
Columbus Macro
Pennsylvania
$7.53M -$1.08M -11,454 -13%
QCG
105
Quadrant Capital Group
Ohio
$7.51M -$107K -1,136 -1%
Jane Street
106
Jane Street
New York
$7.48M +$7.39M +78,619 New
Citigroup
107
Citigroup
New York
$7.4M -$602K -6,409 -8%
UWM
108
USAdvisors Wealth Management
Minnesota
$7.39M +$1.9M +20,232 +35%
JRP
109
Jasper Ridge Partners
California
$7.37M +$6.4M +68,106 +732%
DWT
110
Dorsey & Whitney Trust
South Dakota
$7.32M -$33.3K -354 -0.5%
FMBTD
111
First Midwest Bank Trust Division
Illinois
$7.24M +$1.44M +15,278 +25%
Jennison Associates
112
Jennison Associates
New York
$6.94M +$4.27M +45,416 +165%
CAM
113
Crestone Asset Management
Colorado
$6.94M -$1.92M -20,466 -22%
TA
114
Tiedemann Advisors
New York
$6.89M
Osaic Holdings
115
Osaic Holdings
Arizona
$6.85M +$1.09M +11,607 +19%
PA
116
Parallel Advisors
California
$6.71M +$173K +1,845 +3%
Ameriprise
117
Ameriprise
Minnesota
$6.47M +$2.71M +28,832 +74%
WPA
118
West Paces Advisors
Georgia
$6.42M
N
119
Natixis
France
$6.33M
HighTower Advisors
120
HighTower Advisors
Illinois
$6.1M +$283K +3,016 +5%
FCH
121
Freestone Capital Holdings
Washington
$6M -$1.97M -20,926 -25%
STCOSD
122
Sageworth Trust Company of South Dakota
South Dakota
$5.97M
CB
123
Community Bank
New York
$5.97M +$5.89M +62,725 New
BBHBI
124
B, B, H, & B Inc
Alabama
$5.81M -$2M -21,254 -26%
VM
125
VPR Management
Texas
$5.71M

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.