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iShares MSCI ACWI ETF

509 hedge funds and large institutions have $9.06B invested in iShares MSCI ACWI ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $303M | Put options by funds: $227M

2% more capital invested

Capital invested by funds: $8.93B → $9.06B (+$134M)

0.97% less ownership

Funds ownership: 52.59%51.62% (-0.97%)

1% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 161

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

2% less funds holding

Funds holding: 517509 (-8)

12% less funds holding in top 10

Funds holding in top 10: 5145 (-6)

Holders
509
Holders Change
-8
Holders Change %
-1.55%
% of All Funds
8.91%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.79%
New
29
Increased
159
Reduced
161
Closed
31
Calls
$303M
Puts
$227M
Net Calls
+$76.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CPW
251
Catalyst Private Wealth
California
$1.19M +$152K +1,479 +14%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$1.18M +$191K +1,856 +19%
SC
253
Scotia Capital
Ontario, Canada
$1.16M -$10.4K -101 -0.9%
SG Americas Securities
254
SG Americas Securities
New York
$1.16M -$4.23M -41,252 -78%
EAM
255
Erste Asset Management
Austria
$1.07M -$1.16M -11,321 -51%
RSWM
256
Robertson Stephens Wealth Management
California
$1.07M +$4.21K +41 +0.4%
BAM
257
Berkshire Asset Management
Pennsylvania
$1.05M
Citadel Advisors
258
Citadel Advisors
Florida
$1.03M -$81.4M -793,105 -99%
BWA
259
BDO Wealth Advisors
Florida
$1.02M +$223K +2,170 +27%
B
260
Brightworth
Georgia
$1M
CIA
261
Capital Investment Advisors
Georgia
$1M -$43.6K -425 -4%
B
262
Barings
North Carolina
$996K
JFG
263
JMG Financial Group
Illinois
$984K
GC
264
GFG Capital
Florida
$974K
Janney Montgomery Scott
265
Janney Montgomery Scott
Pennsylvania
$973K +$93.7K +913 +10%
CAN
266
Cetera Advisor Networks
California
$971K +$189K +1,838 +23%
SFWC
267
Strategic Family Wealth Counselors
New Jersey
$961K -$103 -1 -0%
BA
268
Bellwether Advisors
Nebraska
$954K -$10.3K -100 -1%
G
269
GenTrust
Florida
$952K -$81.5K -794 -8%
WFA
270
Wellspring Financial Advisors
Ohio
$948K
Capital Research Global Investors
271
Capital Research Global Investors
California
$929K +$615K +5,991 +185%
BWM
272
BT Wealth Management
Georgia
$927K -$60.7K -591 -6%
MBT
273
Montecito Bank & Trust
California
$923K -$25.8K -251 -3%
BL
274
Balentine LLC
Georgia
$913K
LNWWM
275
Laird Norton Wetherby Wealth Management
California
$910K

ACWI Hedge Fund Activity: Q3 2021 in Review

509 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2021, worth a combined $9.06B — up 1.5% from $8.93B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ACWI and 29 opened new positions — a net loss of 2 holders — while 161 trimmed existing stakes and 159 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $149M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $372M.

  • 509 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2021, down from 517 in Q2 2021.
  • Funds reported $9.06B of iShares MSCI ACWI ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 29 funds opened new iShares MSCI ACWI ETF positions in Q3 2021 and 31 closed out, a net change of -2 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $149M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2021 was BNP Paribas Financial Markets, an estimated $372M sold.

Based on aggregated 13F filings for Q3 2021.