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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
RHP
126
Royal Harbor Partners
Texas
$5.7M +$5.63M +59,910 New
WC
127
Wexford Capital
Florida
$5.49M +$5.42M +57,680 New
PFM
128
Peak Financial Management
Massachusetts
$5.35M -$187K -1,986 -3%
MIA
129
MainStreet Investment Advisors
Illinois
$5.24M -$30.8K -328 -0.6%
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$5.24M -$30.8K -328 -0.6%
SFG
131
SNS Financial Group
Minnesota
$5.22M -$241K -2,562 -4%
IUHSA
132
Itau Unibanco Holding S.A.
Brazil
$5.18M -$564K -6,000 -10%
MFW
133
Meristem Family Wealth
Minnesota
$4.87M -$633K -6,740 -12%
EWA
134
EP Wealth Advisors
California
$4.71M -$2.06M -21,946 -31%
MIFH
135
Migdal Insurance & Financial Holdings
Israel
$4.7M +$3.48M +37,030 +299%
CAM
136
Cidel Asset Management
Ontario, Canada
$4.58M +$4.18M +44,475 +1,206%
AL
137
Aspiriant LLC
California
$4.47M -$325K -3,462 -7%
HL
138
Harding Loevner
New Jersey
$4.38M +$355K +3,778 +9%
FRA
139
Frank Rimerman Advisors
California
$4.37M
LA
140
LexAurum Advisors
Kansas
$4.3M +$105K +1,121 +3%
EP
141
EPIQ Partners
Minnesota
$4.29M +$4.23M +45,050 New
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$4.27M -$5.67M -60,301 -57%
PVH
143
Psagot Value Holdings
Israel
$4.2M -$81K -862 -2%
SB
144
Strategic Blueprint
Georgia
$4.16M -$1.11M -11,817 -21%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$4.1M -$645K -6,862 -14%
BPC
146
Banque Pictet & Cie
Switzerland
$3.98M
VOYA Investment Management
147
VOYA Investment Management
Georgia
$3.86M -$116K -1,231 -3%
BWP
148
BSW Wealth Partners
Colorado
$3.78M -$104K -1,109 -3%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$3.76M +$2.52M +26,810 +228%
NCM
150
Northside Capital Management
Oregon
$3.73M -$1.42M -15,155 -28%

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.