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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
UCFA
101
United Capital Financial Advisors
Texas
$13.4M -$3.92M -32,725 -22%
WRTC
102
Wind River Trust Company
Wyoming
$13.3M -$812K -6,775 -6%
PGF
103
Plan Group Financial
Oklahoma
$12.9M +$3.82M +31,919 +40%
Barclays
104
Barclays
United Kingdom
$12.6M -$7.07K -59 -0.1%
BCM
105
BluePointe Capital Management
California
$12.2M +$5.36M +44,751 +75%
IA
106
IFC Advisors
California
$12.1M -$60.3K -503 -0.5%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$12.1M +$425K +3,545 +4%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$11.9M +$815K +6,802 +7%
WA
109
Waverly Advisors
Alabama
$11.9M -$265K -2,211 -2%
AR
110
Advisory Research
Illinois
$11.7M +$9.76M +81,467 +431%
AFP
111
Ausdal Financial Partners
Iowa
$11M -$755K -6,304 -6%
WA
112
WestEnd Advisors
North Carolina
$10.8M +$565K +4,717 +5%
DWT
113
Dorsey & Whitney Trust
South Dakota
$10.5M
PA
114
PFG Advisors
Arizona
$10.1M -$1.19M -9,891 -10%
COCM
115
Charter Oak Capital Management
New Hampshire
$10M -$93.1K -777 -0.9%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$9.92M +$1.18M +9,839 +13%
SG Americas Securities
117
SG Americas Securities
New York
$9.89M +$554K +4,624 +6%
GFP
118
Gryphon Financial Partners
Ohio
$9.84M -$4.82M -40,204 -32%
VM
119
VPR Management
Texas
$9.7M
DIP
120
DT Investment Partners
Pennsylvania
$9.68M
NI
121
NYL Investors
New York
$9.68M -$1.13M -9,400 -10%
Comerica Bank
122
Comerica Bank
Texas
$9.59M -$840K -7,013 -8%
NBWM
123
North Berkeley Wealth Management
California
$9.58M +$269K +2,245 +3%
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$9.47M -$259K -2,165 -3%
AG
125
AlTi Global
New York
$9.47M -$129K -1,074 -1%

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.