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iShares MSCI ACWI ETF
ACWI

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: 509 → 560 (+51)

4.96% more ownership

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

2% more funds holding in top 10

Funds holding in top 10: 45 → 46 (+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

Top Buyers

1
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$348M
2
BlackRock
BlackRock
New York
+$213M
3
CGPCS
Capital Group Private Client Services
California
+$145M
4
CPCM
Cornerstone Partners Capital Management
Virginia
+$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$120M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$292M
2
Bank of America
Bank of America
North Carolina
-$292M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$247M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
JHCM
Juniper Hill Capital Management
California
-$88.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
276
Strategic Family Wealth Counselors
New Jersey
$1.18M +$165K +1,577 +16%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$1.17M +$478K +4,579 +71%
SIC
278
Sterling Investment Counsel
New York
$1.16M +$1.15M +10,963 New
GC
279
GFG Capital
Florida
$1.16M +$126K +1,210 +12%
WFAG
280
Wescott Financial Advisory Group
Pennsylvania
$1.15M +$295K +2,820 +35%
RSWM
281
Robertson Stephens Wealth Management
California
$1.14M +$2.61K +25 +0.2%
BWA
282
BDO Wealth Advisors
Florida
$1.13M +$51.7K +495 +5%
BAM
283
Berkshire Asset Management
Pennsylvania
$1.12M – – –
HNWA
284
Henrickson Nauta Wealth Advisors
Michigan
$1.09M +$1.15M +11,015 New
CIBC World Market
285
CIBC World Market
Ontario, Canada
$1.07M -$169K -1,613 -14%
B
286
Brightworth
Georgia
$1.07M +$7.11K +68 +0.7%
CIA
287
Capital Investment Advisors
Georgia
$1.06M +$209 +2 +0%
CWM
288
Cherrydale Wealth Management
New Jersey
$1.05M +$1.04M +9,909 New
JFG
289
JMG Financial Group
Illinois
$1.04M – – –
2
290
2Xideas
Switzerland
$1.03M +$510K +4,884 +101%
CAN
291
Cetera Advisor Networks
California
$1.03M – – –
BA
292
Bellwether Advisors
Nebraska
$1.01M – – –
WFA
293
Wellspring Financial Advisors
Ohio
$1M – – –
MBT
294
Montecito Bank & Trust
California
$991K +$13.9K +133 +1%
EAM
295
Erste Asset Management
Austria
$985K -$151K -1,442 -13%
BL
296
Balentine LLC
Georgia
$984K +$18.2K +174 +2%
BWM
297
BT Wealth Management
Georgia
$982K +$731 +7 +0.1%
LNWWM
298
Laird Norton Wetherby Wealth Management
California
$981K +$16.9K +162 +2%
G
299
GenTrust
Florida
$973K +$3.66K +35 +0.4%
PFA
300
Pure Financial Advisors
California
$967K +$318K +3,048 +50%
10 11
12
13 14

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.