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iShares MSCI ACWI ETF
ACWI

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: 517 → 509 (-8)

12% less funds holding in top 10

Funds holding in top 10: 51 → 45 (-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

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$149M
2
Bank of America
Bank of America
North Carolina
+$113M
3
JHCM
Juniper Hill Capital Management
California
+$103M
4
USAA
United Services Automobile Association
Texas
+$102M
5
Morgan Stanley
Morgan Stanley
New York
+$92.5M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$372M
2
UBS Group
UBS Group
Switzerland
-$158M
3
Northern Trust
Northern Trust
Illinois
-$155M
4
Citadel Advisors
Citadel Advisors
Florida
-$81.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
301
Wealth Architects
California
$710K +$205 +2 +0%
CMP
302
Courage Miller Partners
Virginia
$709K – – –
DJSG
303
D.J. St. Germain
Massachusetts
$700K -$729K -7,106 -50%
GG
304
Gofen & Glossberg
Illinois
$699K – – –
PWLP
305
Prio Wealth Limited Partnership
Massachusetts
$695K -$20.5K -200 -3%
5L
306
55I LLC
Massachusetts
$695K +$112K +1,093 +19%
CASB
307
Cape Ann Savings Bank
Massachusetts
$694K – – –
BA
308
Bridgewater Advisors
New York
$690K +$10.2K +99 +1%
BFG
309
Barber Financial Group
Kansas
$678K -$15.3K -149 -2%
KAH
310
Kathryn A. Hall
$677K – – –
KFGK
311
Keystone Financial Group (Kentucky)
Kentucky
$672K – – –
ERWM
312
Elk River Wealth Management
Colorado
$671K – – –
FWP
313
FAS Wealth Partners
Kansas
$658K -$103 -1 -0%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$648K – – –
MWM
315
Madison Wealth Management
Ohio
$642K +$9.75K +95 +1%
CFGS
316
Concourse Financial Group Securities
Alabama
$641K +$245K +2,387 +59%
RA
317
RFG Advisory
Alabama
$638K +$7.9K +77 +1%
TI
318
Trexquant Investment
Connecticut
$620K +$182K +1,773 +40%
SSWM
319
Sheets Smith Wealth Management
North Carolina
$619K -$821 -8 -0.1%
AIM
320
Alhambra Investment Management
Florida
$615K +$25.9K +252 +4%
NFG
321
Nations Financial Group
Iowa
$612K – – –
PFA
322
Pure Financial Advisors
California
$609K -$39.1K -381 -6%
GFG
323
Greystone Financial Group
Michigan
$599K -$22.3K -217 -3%
NGA
324
Naples Global Advisors
Florida
$591K -$5.13K -50 -0.8%
RC
325
Rinet Company
Massachusetts
$586K +$47.2K +460 +9%
11 12
13
14 15

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.