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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
BSW
201
Buckingham Strategic Wealth
Missouri
$2.1M +$40.9K +435 +2%
Creative Planning
202
Creative Planning
Kansas
$2.07M +$98.7K +1,051 +5%
2
203
2Xideas
Switzerland
$2.05M +$982K +10,450 +94%
FEG
204
Fund Evaluation Group
Ohio
$2.04M -$3.84M -40,875 -66%
William Blair & Company
205
William Blair & Company
Illinois
$1.99M +$64.4K +685 +3%
AA
206
Ashford Advisors
New York
$1.99M +$1.54M +16,388 +364%
CPO
207
Cerity Partners OCIO
New York
$1.98M +$168K +1,788 +9%
MA
208
Mutual Advisors
Nebraska
$1.95M -$1.21M -12,926 -39%
EAM
209
Erste Asset Management
Austria
$1.91M +$608K +6,471 +48%
TC
210
Telemus Capital
Michigan
$1.89M -$759K -8,082 -29%
CLOS
211
Compagnie Lombard Odier SCmA
Switzerland
$1.88M
RFP
212
Roth Financial Partners
Texas
$1.84M -$94.8K -1,009 -5%
HA
213
HYA Advisors
Missouri
$1.83M +$225K +2,396 +14%
HWMA
214
Heritage Wealth Management (Arizona)
Arizona
$1.82M +$1.8M +19,117 New
CIAS
215
Capital Investment Advisory Services
North Carolina
$1.82M -$5.73K -61 -0.3%
RIS
216
Retirement Income Solutions
Michigan
$1.8M
CWA
217
Clarus Wealth Advisors
Arizona
$1.79M +$36K +383 +2%
BDWM
218
Brewin Dolphin Wealth Management
Ireland
$1.78M
AFA
219
Atlanta Financial Associates
Georgia
$1.74M
ASW
220
Astoria Strategic Wealth
Texas
$1.73M -$3.01K -32 -0.2%
KIA
221
KCM Investment Advisors
California
$1.69M +$1.24M +13,195 +289%
IFAM
222
Institutional & Family Asset Management
Colorado
$1.69M +$178K +1,894 +12%
SFG
223
StrategIQ Financial Group
Indiana
$1.62M +$18.6K +198 +1%
SW
224
SVB Wealth
Massachusetts
$1.58M -$259K -2,755 -14%
MG
225
Mather Group
Illinois
$1.49M -$237K -2,527 -14%

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.