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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
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$986M +$969M +10,313,342 +21,289%
UBS Group
2
UBS Group
Switzerland
$841M +$130M +1,388,620 +19%
Bank of America
3
Bank of America
North Carolina
$385M +$276M +2,937,867 +265%
Morgan Stanley
4
Morgan Stanley
New York
$305M -$30.1M -320,641 -9%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$268M -$23.1M -246,253 -8%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$238M -$47M -500,000 -17%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$208M +$200M +2,129,425 +3,498%
Northern Trust
8
Northern Trust
Illinois
$205M +$67.8M +722,054 +50%
WKKFT
9
W.K. Kellogg Foundation Trust
Michigan
$204M +$70.5M +750,010 +54%
CI
10
Clal Insurance
Israel
$202M -$32.7M -347,550 -14%
ST
11
Sageworth Trust
Pennsylvania
$190M +$53.8K +573 +0%
GM
12
Granger Management
New York
$168M +$39.1M +416,462 +31%
AllianceBernstein
13
AllianceBernstein
Tennessee
$145M -$37.2M -395,477 -21%
IC
14
Iconiq Capital
California
$143M -$4.57M -48,683 -3%
Bessemer Group
15
Bessemer Group
New Jersey
$132M -$3.56M -37,908 -3%
Wells Fargo
16
Wells Fargo
California
$130M -$8.62M -91,758 -6%
SP
17
Sarasin & Partners
United Kingdom
$124M -$164K -1,749 -0.1%
Goldman Sachs
18
Goldman Sachs
New York
$123M -$15.7M -167,158 -11%
JP Morgan Chase
19
JP Morgan Chase
New York
$121M +$85.3M +907,708 +252%
MC
20
Minot Capital
Colorado
$118M -$7.77M -82,672 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$112M -$43M -458,107 -28%
EW
22
Evoke Wealth
California
$100M -$2.1M -22,364 -2%
TTSTC
23
Texas Treasury Safekeeping Trust Company
Texas
$97.3M -$14.8M -157,600 -13%
MGB
24
Mass General Brigham
Massachusetts
$80.6M
JHCM
25
Juniper Hill Capital Management
California
$71.2M +$70.3M +748,500 New

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.