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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
IWN
176
Independent Wealth Network
Iowa
$4.71M +$16.5K +138 +0.3%
ZIG
177
Zurich Insurance Group
Switzerland
$4.68M -$1.16M -9,710 -20%
SOS
178
Silver Oak Securities
Tennessee
$4.66M +$15.2K +127 +0.3%
RIS
179
Retirement Income Solutions
Michigan
$4.63M -$119K -997 -2%
Stifel Financial
180
Stifel Financial
Missouri
$4.62M -$11.7M -97,339 -71%
SHGA
181
Sand Hill Global Advisors
California
$4.61M
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$4.48M -$889K -7,421 -16%
BP
183
Ballentine Partners
Massachusetts
$4.4M
CWM
184
Congress Wealth Management
Massachusetts
$4.38M -$13.5K -113 -0.3%
EWA
185
EP Wealth Advisors
California
$4.36M +$809K +6,752 +22%
MFS
186
Madrona Financial Services
Washington
$4.31M -$883K -7,372 -17%
FC
187
Financial Council
Maryland
$4.24M -$13.5K -113 -0.3%
UWM
188
USAdvisors Wealth Management
Minnesota
$4.1M -$658K -5,488 -13%
DT
189
Diversified Trust
Tennessee
$4.1M -$5.03K -42 -0.1%
FCH
190
Freestone Capital Holdings
Washington
$4.04M -$184K -1,538 -4%
HL
191
Harding Loevner
New Jersey
$4.03M -$7.61M -63,496 -65%
CGL
192
Clarius Group LLC
Washington
$4.02M
PFG
193
PAX Financial Group
Texas
$3.99M -$439K -3,668 -10%
VCM
194
Vivaldi Capital Management
Illinois
$3.96M +$39.3K +328 +1%
SI
195
Sava Infond
Slovenia
$3.89M
IPW
196
Intergy Private Wealth
Colorado
$3.87M
SHJ
197
Sharkey, Howes & Javer
Colorado
$3.74M -$92K -768 -2%
SS
198
SBI Securities
Japan
$3.71M +$2.89M +24,150 +313%
PA
199
Pinnacle Associates
New York
$3.7M -$3K -25 -0.1%
SCM
200
Saxony Capital Management
Missouri
$3.66M -$534K -4,461 -12%

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.