ACWI icon

iShares MSCI ACWI ETF

672 hedge funds and large institutions have $8.71B invested in iShares MSCI ACWI ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 187 increasing their positions, 267 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

8% less funds holding in top 10

Funds holding in top 10: 5248 (-4)

30% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 267

42% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 69

Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$211M
Puts
$43.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$13.4M
WRTC
102
Wind River Trust Company
Wyoming
$13.3M
PGF
103
Plan Group Financial
Oklahoma
$12.9M
Barclays
104
Barclays
United Kingdom
$12.6M
BCM
105
BluePointe Capital Management
California
$12.2M
IA
106
IFC Advisors
California
$12.1M
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$12.1M
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$11.9M
WA
109
Waverly Advisors
Alabama
$11.9M
AR
110
Advisory Research
Illinois
$11.7M
AFP
111
Ausdal Financial Partners
Iowa
$11M
WA
112
WestEnd Advisors
North Carolina
$10.8M
DWT
113
Dorsey & Whitney Trust
South Dakota
$10.5M
PA
114
PFG Advisors
Arizona
$10.1M
COCM
115
Charter Oak Capital Management
New Hampshire
$10M
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$9.92M
SG Americas Securities
117
SG Americas Securities
New York
$9.89M
GFP
118
Gryphon Financial Partners
Ohio
$9.84M
VM
119
VPR Management
Texas
$9.7M
DIP
120
DT Investment Partners
Pennsylvania
$9.68M
NI
121
NYL Investors
New York
$9.68M
Comerica Bank
122
Comerica Bank
Texas
$9.59M
NBWM
123
North Berkeley Wealth Management
California
$9.58M
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$9.47M
AG
125
AlTi Global
New York
$9.47M