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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
FLPIM
351
F.L. Putnam Investment Management
Massachusetts
$632K -$159K -1,519 -20%
RA
352
RFG Advisory
Alabama
$628K -$46.5K -445 -7%
IFS
353
Ifrah Financial Services
Arkansas
$621K +$11.6K +111 +2%
LJAC
354
L.J. Altfest & Co
New York
$619K +$836 +8 +0.1%
FPS
355
Fieldpoint Private Securities
Connecticut
$613K
SFP
356
Strategic Financial Partners
Oregon
$611K +$69.5K +665 +13%
JIC
357
Johnson Investment Counsel
Ohio
$610K +$9.93K +95 +2%
RCM
358
Rain Capital Management
Oregon
$600K -$230K -2,205 -28%
NW
359
NewEdge Wealth
Pennsylvania
$600K +$593K +5,674 New
NGA
360
Naples Global Advisors
Florida
$599K -$26.1K -250 -4%
ACM
361
Advisors Capital Management
New Jersey
$590K +$583K +5,579 New
RK
362
Rather & Kittrell
Tennessee
$588K +$581K +5,562 New
VAS
363
Vestmark Advisory Solutions
Massachusetts
$579K +$572K +5,476 New
KAS
364
Kestra Advisory Services
Texas
$573K -$4.45M -42,622 -89%
AGA
365
Accuvest Global Advisors
Utah
$572K +$223K +2,130 +65%
RC
366
Rovin Capital
Arizona
$571K -$4.6K -44 -0.8%
BAMG
367
Brand Asset Management Group
Missouri
$564K +$33.4K +320 +6%
ACA
368
Atlas Capital Advisors
Wyoming
$559K +$82K +785 +17%
GC
369
Garde Capital
Washington
$552K +$3.45K +33 +0.6%
CWM
370
Circle Wealth Management
New Jersey
$551K +$1.15K +11 +0.2%
RCG
371
Regatta Capital Group
California
$551K +$544K +5,209 New
HWM
372
Hemington Wealth Management
Virginia
$541K +$19.1K +183 +3%
FWP
373
FAS Wealth Partners
Kansas
$538K -$157K -1,501 -23%
EVM
374
Eaton Vance Management
Massachusetts
$538K
C1AG
375
Client 1st Advisory Group
Florida
$536K

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.