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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
AF
376
Affiance Financial
Minnesota
$516K
RWA
377
Ropes Wealth Advisors
Massachusetts
$506K +$111K +1,066 +29%
BRWA
378
B. Riley Wealth Advisors
Florida
$505K +$498K +4,769 New
EFS
379
Essex Financial Services
Connecticut
$501K
SWP
380
Summit Wealth Partners
Florida
$500K -$10.2K -98 -2%
MSL
381
Mackay Shields LLC
New York
$499K +$163K +1,559 +49%
CW
382
CreativeOne Wealth
Kansas
$497K +$490K +4,694 New
TCWM
383
Total Clarity Wealth Management
Illinois
$484K
CPIG
384
Chicago Partners Investment Group
Illinois
$484K +$6.69K +64 +1%
NWM
385
Northwest Wealth Management
Iowa
$477K -$308K -2,950 -40%
DCM
386
Disciplina Capital Management
Tennessee
$471K +$34.4K +329 +8%
BEC
387
Blue Edge Capital
Virginia
$462K +$1.57K +15 +0.3%
Susquehanna International Group
388
Susquehanna International Group
Pennsylvania
$460K +$103K +983 +29%
APA
389
American Portfolios Advisors
New York
$447K +$62.4K +597 +16%
SPIA
390
Steward Partners Investment Advisory
New York
$439K
Man Group
391
Man Group
United Kingdom
$438K -$438K -4,191 -50%
NPF
392
Norris Perne & French
Michigan
$437K -$28.3K -271 -6%
D
393
Dentgroup
Louisiana
$437K +$431K +4,129 New
FCBT
394
First Citizens Bank & Trust
North Carolina
$435K +$71.6K +685 +20%
BW
395
Bison Wealth
Georgia
$433K -$157K -1,499 -27%
CCM
396
Coldstream Capital Management
Washington
$431K +$129K +1,230 +43%
ACS
397
Archford Capital Strategies
Illinois
$429K -$48.7K -466 -10%
EH
398
Equitable Holdings
New York
$429K +$173K +1,658 +69%
AWM
399
Axxcess Wealth Management
California
$422K +$417K +3,992 New
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$420K +$415K +3,975 New

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.