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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
CMP
326
Courage Miller Partners
Virginia
$751K
PWM
327
Perigon Wealth Management
California
$746K +$159K +1,526 +28%
MWM
328
Madison Wealth Management
Ohio
$744K +$62.8K +601 +9%
GG
329
Gofen & Glossberg
Illinois
$740K
5L
330
55I LLC
Massachusetts
$735K
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
$735K
DWM
332
Dakota Wealth Management
Florida
$734K +$450K +4,308 +164%
AT
333
American Trust
Kentucky
$729K +$720K +6,894 New
UBS AM
334
UBS AM
Illinois
$725K +$413K +3,950 +136%
JWCA
335
J.W. Cole Advisors
Florida
$724K +$715K +6,841 New
KAH
336
Kathryn A. Hall
$717K
AIM
337
Alhambra Investment Management
Florida
$715K +$62.9K +602 +10%
FEM
338
Fulcrum Equity Management
Texas
$709K -$642K -6,146 -48%
ERWM
339
Elk River Wealth Management
Colorado
$703K -$7.84K -75 -1%
JIC
340
Joel Isaacson & Co
New York
$701K +$167K +1,600 +32%
CFGS
341
Concourse Financial Group Securities
Alabama
$684K +$4.08K +39 +0.6%
CASB
342
Cape Ann Savings Bank
Massachusetts
$682K -$52.2K -500 -7%
SFA
343
Souders Financial Advisors
Ohio
$681K +$672K +6,434 New
KFGK
344
Keystone Financial Group (Kentucky)
Kentucky
$680K -$31.4K -301 -4%
BFG
345
Barber Financial Group
Kansas
$672K -$45.4K -435 -6%
CAM
346
Cidel Asset Management
Ontario, Canada
$665K +$99.8K +955 +18%
GWM
347
GDS Wealth Management
Texas
$657K +$649K +6,212 New
NFG
348
Nations Financial Group
Iowa
$652K +$3.66K +35 +0.6%
AWM
349
Activest Wealth Management
Florida
$652K +$32.4K +310 +5%
SSWM
350
Sheets Smith Wealth Management
North Carolina
$649K -$6.06K -58 -0.9%

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.