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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
PCIG
151
Partners Capital Investment Group
Massachusetts
$3.73M -$13.8M -146,438 -79%
WA
152
Waddell & Associates
Tennessee
$3.72M -$212K -2,260 -5%
AWM
153
AE Wealth Management
Kansas
$3.72M -$26.6K -283 -0.7%
VCM
154
Vivaldi Capital Management
Illinois
$3.72M +$40.6K +432 +1%
ZIG
155
Zurich Insurance Group
Switzerland
$3.71M +$1.49M +15,880 +73%
WDL
156
Well Done LLC
Michigan
$3.61M +$174K +1,856 +5%
AM
157
Atwater Malick
Pennsylvania
$3.56M -$262K -2,785 -7%
PPA
158
Parametric Portfolio Associates
Washington
$3.49M -$11.6K -123 -0.3%
EDRH
159
Edmond de Rothschild Holding
Switzerland
$3.47M -$137K -1,460 -4%
CCP
160
Corient Capital Partners
California
$3.39M
AFP
161
Ausdal Financial Partners
Iowa
$3.34M -$147K -1,561 -4%
Lazard Asset Management
162
Lazard Asset Management
New York
$3.29M -$577K -6,144 -15%
CGL
163
Clarius Group LLC
Washington
$3.29M
Bank Julius Baer & Co
164
Bank Julius Baer & Co
Switzerland
$3.28M -$794K -8,453 -20%
SFS
165
Sowell Financial Services
Arkansas
$3.25M -$183K -1,944 -6%
Barclays
166
Barclays
United Kingdom
$3.25M -$16.1M -171,040 -83%
BP
167
Ballentine Partners
Massachusetts
$3.23M +$3.19M +33,923 New
DT
168
Diversified Trust
Tennessee
$3.13M +$67.6K +720 +2%
Comerica Bank
169
Comerica Bank
Texas
$3.13M +$48.6K +517 +2%
DIP
170
DT Investment Partners
Pennsylvania
$3.07M -$282K -2,999 -9%
WSTAM
171
Wilbanks Smith & Thomas Asset Management
Virginia
$3.02M +$19.4K +207 +0.7%
Cerity Partners
172
Cerity Partners
New York
$2.96M -$544K -5,786 -16%
BJL
173
Brighton Jones LLC
Washington
$2.95M +$41.9K +446 +1%
S
174
SignatureFD
Georgia
$2.95M -$36.5K -389 -1%
CCC
175
Crescent Capital Consulting
Louisiana
$2.91M

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.