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iShares MSCI ACWI ETF
ACWI

503 hedge funds and large institutions have $7.36B invested in iShares MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 30

42% more funds holding in top 10

Funds holding in top 10: 33 → 47 (+14)

25% more call options, than puts

Call options by funds: $144M | Put options by funds: $115M

14% more funds holding

Funds holding: 443 → 503 (+60)

11% more capital invested

Capital invested by funds: $6.64B → $7.36B (+$726M)

8% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 156

0.74% less ownership

Funds ownership: 52.03% → 51.29% (-0.74%)

Holders
503
Holders Change
+60
Holders Change %
+13.54%
% of All Funds
8.9%
Holding in Top 10
47
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+42.42%
% of All Funds
0.83%
New
98
Increased
168
Reduced
156
Closed
30
Calls
$144M
Puts
$115M
Net Calls
+$28.4M
Net Calls Change
-$153M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$466M
2
UBS Group
UBS Group
Switzerland
+$346M
3
Northern Trust
Northern Trust
Illinois
+$122M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
+$119M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$101M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$935M
2
Bank of America
Bank of America
North Carolina
-$390M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$214M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$132M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
201
FinTrust Capital Advisors
South Carolina
$2.14M -$102K -1,195 -5%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$2.14M +$160K +1,874 +9%
SCM
203
SCS Capital Management
Massachusetts
$2.1M +$1.98M +23,199 New
LSAG
204
Lake Street Advisors Group
New Hampshire
$2.01M +$683 +8 +0%
ZIG
205
Zurich Insurance Group
Switzerland
$2M -$2.16M -25,325 -54%
BSW
206
Buckingham Strategic Wealth
Missouri
$1.96M +$54.3K +636 +3%
Prudential Financial
207
Prudential Financial
New Jersey
$1.93M -$213K -2,499 -11%
Creative Planning
208
Creative Planning
Kansas
$1.88M -$18.2K -213 -1%
Fisher Asset Management
209
Fisher Asset Management
Washington
$1.85M -$2.91M -34,023 -63%
RFP
210
Roth Financial Partners
Texas
$1.84M +$1.73M +20,309 New
William Blair & Company
211
William Blair & Company
Illinois
$1.84M +$125K +1,460 +8%
FI
212
FormulaFolio Investments
Michigan
$1.8M -$156K -1,832 -8%
CLOS
213
Compagnie Lombard Odier SCmA
Switzerland
$1.79M – – –
CFG
214
CKW Financial Group
Hawaii
$1.79M +$98.5K +1,153 +6%
SW
215
SVB Wealth
Massachusetts
$1.75M +$44.1K +516 +3%
SEI Investments
216
SEI Investments
Pennsylvania
$1.74M -$2.95M -34,533 -64%
CIAS
217
Capital Investment Advisory Services
North Carolina
$1.74M -$12.6K -147 -0.8%
AFA
218
Atlanta Financial Associates
Georgia
$1.74M +$37.4K +438 +2%
RIS
219
Retirement Income Solutions
Michigan
$1.72M – – –
CPO
220
Cerity Partners OCIO
New York
$1.72M +$108K +1,260 +7%
AW
221
ACG Wealth
Georgia
$1.7M – – –
BDWM
222
Brewin Dolphin Wealth Management
Ireland
$1.7M -$299K -3,500 -16%
ASW
223
Astoria Strategic Wealth
Texas
$1.65M – – –
MG
224
Mather Group
Illinois
$1.65M -$303K -3,550 -16%
CWA
225
Clarus Wealth Advisors
Arizona
$1.65M -$1.11K -13 -0.1%
7 8
9
10 11

ACWI Hedge Fund Activity: Q4 2020 in Review

503 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2020, worth a combined $7.36B — up 11% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new ACWI positions and 30 closed out — a net gain of 68 holders — while 168 added to existing stakes and 156 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $466M. The largest seller was Barclays, cutting an estimated $935M.

  • 503 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2020, up from 443 in Q3 2020.
  • Funds reported $7.36B of iShares MSCI ACWI ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 98 funds opened new iShares MSCI ACWI ETF positions in Q4 2020 and 30 closed out, a net change of +68 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $466M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2020 was Barclays, an estimated $935M sold.

Based on aggregated 13F filings for Q4 2020.