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iShares MSCI ACWI ETF

560 hedge funds and large institutions have $9.48B invested in iShares MSCI ACWI ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 30

38% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 153

16% more call options, than puts

Call options by funds: $663M | Put options by funds: $572M

10% more funds holding

Funds holding: 509560 (+51)

4.96% more ownership

Funds ownership: 51.62%56.58% (+5%)

2% more funds holding in top 10

Funds holding in top 10: 4546 (+1)

5% more capital invested

Capital invested by funds: $9.06B → $9.48B (+$413M)

Holders
560
Holders Change
+51
Holders Change %
+10.02%
% of All Funds
8.62%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.71%
New
89
Increased
211
Reduced
153
Closed
30
Calls
$663M
Puts
$572M
Net Calls
+$91.8M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$2.25M -$1.22M -11,683 -35%
HA
227
HYA Advisors
Missouri
$2.2M -$33.1K -317 -2%
HCC
228
Hirtle Callaghan & Co
Pennsylvania
$2.14M +$1.89M +18,071 +850%
MIFH
229
Migdal Insurance & Financial Holdings
Israel
$2.09M -$5.13M -49,101 -71%
CLOS
230
Compagnie Lombard Odier SCmA
Switzerland
$2.09M
RFP
231
Roth Financial Partners
Texas
$2.03M -$7.52K -72 -0.4%
Chevy Chase Trust
232
Chevy Chase Trust
Maryland
$2.02M -$670K -6,409 -25%
CIAS
233
Capital Investment Advisory Services
North Carolina
$1.99M -$8.98K -86 -0.5%
AR
234
Apeiron RIA
Texas
$1.97M +$1.95M +18,654 New
William Blair & Company
235
William Blair & Company
Illinois
$1.97M -$48.1K -460 -2%
ASW
236
Astoria Strategic Wealth
Texas
$1.93M
Creative Planning
237
Creative Planning
Kansas
$1.88M -$161K -1,545 -8%
KIA
238
KCM Investment Advisors
California
$1.88M
IFAM
239
Institutional & Family Asset Management
Colorado
$1.88M
CPW
240
Catalyst Private Wealth
California
$1.82M +$552K +5,279 +44%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$1.8M -$302K -2,890 -15%
AAS
242
Ameritas Advisory Services
Nebraska
$1.8M +$1.77M +16,981 New
SFG
243
StrategIQ Financial Group
Indiana
$1.76M -$17.4K -167 -1%
SEI Investments
244
SEI Investments
Pennsylvania
$1.73M +$382K +3,652 +29%
GF
245
Gries Financial
Ohio
$1.71M +$1.69M +16,156 New
PWAG
246
Polaris Wealth Advisory Group
California
$1.71M +$93.4K +894 +6%
BDWM
247
Brewin Dolphin Wealth Management
Ireland
$1.68M -$157K -1,500 -9%
AWE
248
Avidian Wealth Enterprises
Texas
$1.68M +$78.7K +753 +5%
TFS
249
TrustCore Financial Services
Tennessee
$1.67M +$265K +2,540 +19%
RBA
250
Richard Bernstein Advisors
New York
$1.61M +$1.6M +15,272 New

ACWI Hedge Fund Activity: Q4 2021 in Review

560 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2021, worth a combined $9.48B — up 4.6% from $9.06B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ACWI positions and 30 closed out — a net gain of 59 holders — while 211 added to existing stakes and 153 trimmed.

The largest buyer was Hudson Bay Capital Management, opening a new position worth an estimated $348M. The largest seller was HSBC Holdings, cutting an estimated $292M.

  • 560 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2021, up from 509 in Q3 2021.
  • Funds reported $9.48B of iShares MSCI ACWI ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 89 funds opened new iShares MSCI ACWI ETF positions in Q4 2021 and 30 closed out, a net change of +59 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2021 was Hudson Bay Capital Management, an estimated $348M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2021 was HSBC Holdings, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2021.