We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

712 hedge funds and large institutions have $9.25B invested in iShares MSCI ACWI ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 265 increasing their positions, 205 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 33

93% more call options, than puts

Call options by funds: $325M | Put options by funds: $168M

29% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 205

6% more capital invested

Capital invested by funds: $8.73B → $9.25B (+$520M)

5% more funds holding

Funds holding: 681712 (+31)

4.86% less ownership

Funds ownership: 46.47%41.6% (-4.9%)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

Holders
712
Holders Change
+31
Holders Change %
+4.55%
% of All Funds
9.37%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
77
Increased
265
Reduced
205
Closed
33
Calls
$325M
Puts
$168M
Net Calls
+$157M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$967M -$86.4M -720,457 -9%
QC
2
Qalhat Capital
British Virgin Islands
$461M +$136M +1,137,134 +46%
PF
3
Phoenix Financial
Israel
$295M +$274M +2,289,391 +73,378%
PEGL
4
P/E Global LLC
Massachusetts
$285M +$1.68M +13,989 +0.6%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$282M -$22.2M -185,198 -8%
Goldman Sachs
6
Goldman Sachs
New York
$231M +$122M +1,021,540 +132%
ST
7
Sageworth Trust
Pennsylvania
$223M -$1.08M -9,044 -0.5%
Wells Fargo
8
Wells Fargo
California
$223M +$1.05M +8,737 +0.5%
IC
9
Iconiq Capital
California
$183M -$2.59M -21,610 -1%
Allianz Asset Management
10
Allianz Asset Management
Germany
$178M -$44.8M -373,970 -21%
OCBCO
11
Oversea-Chinese Banking Corp (OCBC)
Singapore
$178M -$58.2M -485,230 -26%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$175M +$11.8M +98,146 +8%
SFA
13
Sequoia Financial Advisors
Ohio
$171M +$24.1M +201,224 +18%
JP Morgan Chase
14
JP Morgan Chase
New York
$152M +$13.3M +110,585 +10%
Bank of America
15
Bank of America
North Carolina
$146M -$25.2M -210,068 -16%
UBS Group
16
UBS Group
Switzerland
$124M +$49.9M +416,577 +76%
CAI
17
Capital Advisors Inc
Oklahoma
$120M +$1.51M +12,603 +1%
BWL
18
Bogart Wealth LLC
Virginia
$119M +$28.8M +240,275 +35%
DCM
19
Dimension Capital Management
Florida
$112M +$456K +3,803 +0.4%
PP
20
Prudential plc
United Kingdom
$110M +$10.3M +86,304 +11%
EW
21
Evoke Wealth
California
$105M -$920K -7,671 -0.9%
Nomura Asset Management
22
Nomura Asset Management
Japan
$102M +$5.03M +41,975 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$101M +$37.1M +309,678 +65%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$87.8M +$14.6M +121,589 +22%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.9M -$68.2M -568,523 -48%

ACWI Hedge Fund Activity: Q2 2025 in Review

712 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2025, worth a combined $9.25B — up 5.9% from $8.73B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ACWI positions and 33 closed out — a net gain of 44 holders — while 265 added to existing stakes and 205 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $274M. The largest seller was Johns Hopkins University, cutting an estimated $438M.

  • 712 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2025, up from 681 in Q1 2025.
  • Funds reported $9.25B of iShares MSCI ACWI ETF stock for Q2 2025, up 5.9% quarter-over-quarter.
  • 77 funds opened new iShares MSCI ACWI ETF positions in Q2 2025 and 33 closed out, a net change of +44 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2025 was Phoenix Financial, an estimated $274M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2025 was Johns Hopkins University, an estimated $438M sold.

Based on aggregated 13F filings for Q2 2025.