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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
UW
126
Unique Wealth
Florida
$9.38M -$518K -4,324 -5%
Victory Capital Management
127
Victory Capital Management
Texas
$9.36M +$4.57M +38,148 +90%
HWM
128
HB Wealth Management
Georgia
$9.36M +$7.12M +59,400 +283%
FSA
129
Financial Services Advisory
Maryland
$9.27M +$266K +2,220 +3%
AA
130
Altrafin AG
$9.25M +$5.99M +50,000 +169%
LBC
131
Lowe Brockenbrough & Co
Virginia
$8.96M -$353K -2,950 -4%
Prudential Financial
132
Prudential Financial
New Jersey
$8.35M +$5.51M +46,000 +179%
AWA
133
Amplius Wealth Advisors
Pennsylvania
$8.2M -$44.2K -369 -0.5%
BW
134
BIP Wealth
Georgia
$8.13M -$131K -1,091 -2%
Wellington Management Group
135
Wellington Management Group
Massachusetts
$8.05M +$3.67M +30,663 +80%
Mariner
136
Mariner
Kansas
$7.98M -$422K -3,519 -5%
WANY
137
Wealthspire Advisors (New York)
New York
$7.6M
AWM
138
Able Wealth Management
New Jersey
$7.38M +$14K +117 +0.2%
TCM
139
TD Capital Management
Tennessee
$7.31M -$29K -242 -0.4%
CA
140
Clearstead Advisors
Ohio
$7.2M +$260K +2,166 +4%
BT
141
Brandywine Trust
Delaware
$7.18M +$6.23M +51,969 +533%
PI
142
PineBridge Investments
New York
$7.18M
PAG
143
Private Advisor Group
New Jersey
$7.11M +$274K +2,286 +4%
HIIFS
144
Harel Insurance Investments & Financial Services
Israel
$7.09M +$5.21M +43,463 +203%
CGPCS
145
Capital Group Private Client Services
California
$7.08M -$185M -1,547,692 -96%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$7.04M -$26.7M -222,889 -79%
CWM
147
Cahaba Wealth Management
Georgia
$7.01M -$67.5K -563 -0.9%
CI
148
Centerstone Investors
New York
$6.9M +$7.1M +59,300 New
PA
149
Parallel Advisors
California
$6.81M -$17.1K -143 -0.2%
Northern Trust
150
Northern Trust
Illinois
$6.76M -$18.2M -151,638 -72%

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.