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iShares MSCI ACWI ETF

796 hedge funds and large institutions have $12B invested in iShares MSCI ACWI ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 255 increasing their positions, 244 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $78.5M | Put options by funds: $54.6M

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

5% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 244

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$365M)

1% less funds holding

Funds holding: 808796 (-12)

2% less funds holding in top 10

Funds holding in top 10: 5958 (-1)

3.66% less ownership

Funds ownership: 46.01%42.36% (-3.7%)

Holders
796
Holders Change
-12
Holders Change %
-1.49%
% of All Funds
9.81%
Holding in Top 10
58
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.69%
% of All Funds
0.71%
New
62
Increased
255
Reduced
244
Closed
54
Calls
$78.5M
Puts
$54.6M
Net Calls
+$23.9M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
201
Lee Financial
Texas
$5.65M -$69.4K -483 -1%
RIS
202
Retirement Income Solutions
Michigan
$5.62M -$65K -452 -1%
AM
203
Atwater Malick
Pennsylvania
$5.57M +$134K +932 +2%
UBP
204
Union Bancaire Privee
Switzerland
$5.52M +$1.17M +8,138 +30%
EWA
205
EP Wealth Advisors
California
$5.48M -$12.4K -86 -0.2%
BP
206
Ballentine Partners
Massachusetts
$5.46M -$77K -536 -1%
PA
207
Pinnacle Associates
New York
$5.42M +$450K +3,128 +9%
VCM
208
Vivaldi Capital Management
Illinois
$5.4M +$224K +1,557 +4%
ASN
209
Advisory Services Network
Georgia
$5.27M +$39K +271 +0.7%
PWMAG
210
Pinnacle Wealth Management Advisory Group
New Jersey
$5.26M +$450K +3,128 +9%
HCC
211
Hirtle Callaghan & Co
Pennsylvania
$5.24M +$3.02M +21,042 +125%
AO
212
Advisor OS
Illinois
$5.12M +$95.3K +663 +2%
PA
213
Procyon Advisors
Connecticut
$5.1M -$71.9K -500 -1%
SCM
214
SCS Capital Management
Massachusetts
$5.09M -$278K -1,936 -5%
KP
215
Keel Point
Alabama
$5.06M +$216K +1,503 +4%
AC
216
AlphaCore Capital
California
$5.02M +$24K +167 +0.5%
EF
217
Empowered Funds
Pennsylvania
$4.92M +$5.12M +35,588 New
DT
218
Diversified Trust
Tennessee
$4.9M -$144 -1 -0%
BU
219
Brown University
Rhode Island
$4.9M +$5.09M +35,400 New
HAG
220
HighPoint Advisor Group
Illinois
$4.89M -$10.2K -71 -0.2%
FC
221
Financial Council
Maryland
$4.81M +$5.61K +39 +0.1%
B
222
Barings
North Carolina
$4.76M +$139K +966 +3%
HIIFS
223
Harel Insurance Investments & Financial Services
Israel
$4.73M +$1.74M +12,100 +55%
IPW
224
Intergy Private Wealth
Colorado
$4.55M
MNBTD
225
Moody National Bank Trust Division
Texas
$4.53M