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iShares MSCI ACWI ETF

672 hedge funds and large institutions have $8.71B invested in iShares MSCI ACWI ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 187 increasing their positions, 267 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

8% less funds holding in top 10

Funds holding in top 10: 5248 (-4)

30% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 267

42% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 69

Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$211M
Puts
$43.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
176
Zurich Insurance Group
Switzerland
$4.68M
SOS
177
Silver Oak Securities
Tennessee
$4.66M
RIS
178
Retirement Income Solutions
Michigan
$4.63M
Stifel Financial
179
Stifel Financial
Missouri
$4.62M
SHGA
180
Sand Hill Global Advisors
California
$4.61M
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$4.48M
BP
182
Ballentine Partners
Massachusetts
$4.4M
CWM
183
Congress Wealth Management
Massachusetts
$4.38M
EWA
184
EP Wealth Advisors
California
$4.36M
MFS
185
Madrona Financial Services
Washington
$4.31M
FC
186
Financial Council
Maryland
$4.24M
UWM
187
USAdvisors Wealth Management
Minnesota
$4.1M
DT
188
Diversified Trust
Tennessee
$4.1M
FCH
189
Freestone Capital Holdings
Washington
$4.04M
HL
190
Harding Loevner
New Jersey
$4.03M
CGL
191
Clarius Group LLC
Washington
$4.02M
PFG
192
PAX Financial Group
Texas
$3.99M
VCM
193
Vivaldi Capital Management
Illinois
$3.96M
SI
194
Sava Infond
Slovenia
$3.89M
IPW
195
Intergy Private Wealth
Colorado
$3.87M
SHJ
196
Sharkey, Howes & Javer
Colorado
$3.74M
SS
197
SBI Securities
Japan
$3.71M
PA
198
Pinnacle Associates
New York
$3.7M
SCM
199
Saxony Capital Management
Missouri
$3.66M
WDL
200
Well Done LLC
Michigan
$3.66M