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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
AW
301
ACG Wealth
Georgia
$926K
SPIO
302
Seven Post Investment Office
California
$908K
OBWP
303
O'Brien Wealth Partners
Massachusetts
$906K -$643K -6,156 -41%
PFA
304
Peak Financial Advisors
Colorado
$878K -$10K -96 -1%
BC
305
Belmont Capital
California
$859K
MG
306
Mather Group
Illinois
$854K -$88.9K -851 -10%
ASN
307
Advisory Services Network
Georgia
$843K +$39.1K +374 +5%
IA
308
IFP Advisors
Florida
$842K +$522 +5 +0.1%
HCMT
309
Highland Capital Management (Tennessee)
Tennessee
$832K -$97.9K -937 -11%
MFG
310
Merit Financial Group
Georgia
$830K +$820K +7,848 New
VFA
311
Valeo Financial Advisors
Indiana
$812K +$58.3K +558 +8%
WT
312
Whittier Trust
California
$806K
ACA
313
Anchor Capital Advisors
Massachusetts
$800K -$49.6K -475 -6%
GFG
314
Greystone Financial Group
Michigan
$800K +$163K +1,564 +26%
DY
315
Dowling & Yahnke
California
$797K
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$791K +$5.22K +50 +0.7%
BA
317
Bridgewater Advisors
New York
$791K +$59.6K +570 +8%
CB
318
Commerce Bank
Missouri
$789K
MIM
319
Macroview Investment Management
Maryland
$786K +$1.25K +12 +0.2%
Baird Financial Group
320
Baird Financial Group
Wisconsin
$782K +$352K +3,365 +84%
RTS
321
Round Table Services
New Jersey
$782K +$491K +4,701 +175%
MCWS
322
McKinley Carter Wealth Services
West Virginia
$778K +$731 +7 +0.1%
MA
323
Modus Advisors
Minnesota
$768K
GI
324
Glovista Investments
New Jersey
$762K -$104K -1,000 -12%
WA
325
Wealth Architects
California
$753K +$940 +9 +0.1%

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.