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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
SLT
176
St Louis Trust
Missouri
$2.84M
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$2.7M -$2.07M -21,997 -44%
Stifel Financial
178
Stifel Financial
Missouri
$2.68M -$443K -4,716 -14%
Prudential Financial
179
Prudential Financial
New Jersey
$2.64M +$616K +6,561 +31%
PF
180
Phoenix Financial
Israel
$2.61M +$2.33M +24,816 +966%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$2.6M -$39.6K -421 -2%
AR
182
Advisory Research
Illinois
$2.56M +$2.53M +26,884 New
AP
183
Arlington Partners
Alabama
$2.54M
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$2.54M -$20.4K -217 -0.8%
LF
185
Lee Financial
Texas
$2.52M +$63K +671 +3%
AGA
186
Arkos Global Advisors
Texas
$2.51M +$37.3K +397 +2%
A
187
AdvicePeriod
California
$2.47M +$4.04K +43 +0.2%
ANTB
188
AMG National Trust Bank
Colorado
$2.46M
Nomura Asset Management
189
Nomura Asset Management
Japan
$2.45M -$132K -1,400 -5%
Mariner
190
Mariner
Kansas
$2.44M +$81.6K +868 +4%
AI
191
Atria Investments
North Carolina
$2.42M -$106K -1,123 -4%
Chevy Chase Trust
192
Chevy Chase Trust
Maryland
$2.4M -$22.5K -239 -0.9%
PI
193
PineBridge Investments
New York
$2.4M -$717K -7,632 -23%
BAIA
194
Bel Air Investment Advisors
California
$2.39M +$2.36M +25,097 New
PFG
195
PAX Financial Group
Texas
$2.36M -$122K -1,294 -5%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$2.3M +$58.3K +621 +3%
RFN
197
RDA Financial Network
Iowa
$2.29M +$29.7K +316 +1%
FCA
198
FinTrust Capital Advisors
South Carolina
$2.25M
CFG
199
CKW Financial Group
Hawaii
$2.2M +$321K +3,418 +17%
LSAG
200
Lake Street Advisors Group
New Hampshire
$2.15M +$40.7K +433 +2%

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.