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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
PJSIMP
376
P.J. Schmidt Investment Management (PJS)
Wisconsin
$361K +$13.2K +129 +4%
HW
377
Hancock Whitney
Mississippi
$348K – – –
HIM
378
Hanlon Investment Management
New Jersey
$343K -$37.6K -366 -10%
FCBT
379
First Citizens Bank & Trust
North Carolina
$343K +$352K +3,431 New
PA
380
Pinnacle Associates
New York
$337K +$513 +5 +0.1%
Susquehanna International Group
381
Susquehanna International Group
Pennsylvania
$336K -$38.1M -370,920 -99%
KPW
382
Kore Private Wealth
New York
$336K -$37.2K -362 -10%
FF
383
Friedenthal Financial
New Jersey
$334K -$9.34K -91 -3%
WAG
384
Winthrop Advisory Group
Massachusetts
$328K – – –
AGA
385
Accuvest Global Advisors
Utah
$327K – – –
HPA
386
High Probability Advisors
New York
$325K – – –
MSL
387
Mackay Shields LLC
New York
$315K -$1.22M -11,846 -79%
RPC
388
Rossmore Private Capital
Connecticut
$312K – – –
AT
389
Arden Trust
Delaware
$309K – – –
SWM
390
Spire Wealth Management
Virginia
$309K – – –
RIA
391
Regal Investment Advisors
Michigan
$307K – – –
SAM
392
Sequent Asset Management
Texas
$305K – – –
MGIA
393
Moneta Group Investment Advisors
Missouri
$300K -$205 -2 -0.1%
CCT
394
Country Club Trust
Missouri
$300K – – –
GAG
395
GM Advisory Group
New York
$292K – – –
SWP
396
Stratos Wealth Partners
Ohio
$292K +$5.44K +53 +2%
FC
397
Financial Consulate
Maryland
$290K – – –
UBS AM
398
UBS AM
Illinois
$290K +$298K +2,900 New
RFWA
399
RPg Family Wealth Advisory
Massachusetts
$284K – – –
EWM
400
Empirical Wealth Management
Washington
$282K -$4.11K -40 -1%
14 15
16
17 18

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.