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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
OAM
251
Oppenheimer Asset Management
New York
$1.6M +$1.58M +15,101 New
CI
252
Cambiar Investors
Colorado
$1.58M +$1.31M +12,547 +524%
GSWM
253
Golden State Wealth Management
California
$1.57M +$15.3K +146 +1%
FCA
254
FinTrust Capital Advisors
South Carolina
$1.56M
PVH
255
Psagot Value Holdings
Israel
$1.56M -$4.12M -39,477 -73%
HTC
256
Haverford Trust Company
Pennsylvania
$1.53M
TWP
257
TFO Wealth Partners
Ohio
$1.53M
STA
258
Summit Trail Advisors
New York
$1.49M -$15.4K -147 -1%
DJSG
259
D.J. St. Germain
Massachusetts
$1.49M +$737K +7,050 +101%
PNAA
260
Pictet North America Advisors
Switzerland
$1.48M +$1.46M +13,995 New
JWS
261
Juncture Wealth Strategies
Arizona
$1.45M -$36.6K -350 -2%
BNP Paribas Financial Markets
262
BNP Paribas Financial Markets
France
$1.44M -$247M -2,364,264 -99%
GT
263
Glenmede Trust
Pennsylvania
$1.42M +$128K +1,223 +10%
BCM
264
Brookstone Capital Management
Illinois
$1.41M -$202K -1,931 -12%
BCV
265
Banque Cantonale Vaudoise
Switzerland
$1.39M
ECG
266
Edge Capital Group
Georgia
$1.37M -$3.76K -36 -0.3%
AIA
267
Angeles Investment Advisors
California
$1.36M +$1.35M +12,900 New
Fisher Asset Management
268
Fisher Asset Management
Washington
$1.36M -$52.1K -499 -4%
SPC
269
Sigma Planning Corp
Michigan
$1.36M -$113K -1,079 -8%
NCM
270
New Capital Management
Texas
$1.34M -$50.3K -481 -4%
SFC
271
SYM Financial Corp
Indiana
$1.27M -$11K -105 -0.9%
FT
272
Fiduciary Trust
Massachusetts
$1.26M -$23.3K -223 -2%
MA
273
Mutual Advisors
Nebraska
$1.25M -$49.7K -476 -4%
TC
274
Telemus Capital
Michigan
$1.24M -$138K -1,319 -10%
M&T Bank
275
M&T Bank
New York
$1.22M -$571K -5,464 -32%

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.