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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
FF
426
Friedenthal Financial
New Jersey
$321K -$32.3K -309 -9%
GAG
427
GM Advisory Group
New York
$319K +$10.1K +97 +3%
OHWP
428
Oak Harbor Wealth Partners
North Carolina
$317K +$313K +3,000 New
CCT
429
Country Club Trust
Missouri
$316K
SWP
430
Stratos Wealth Partners
Ohio
$315K +$6.06K +58 +2%
CFA
431
Carroll Financial Associates
North Carolina
$315K +$79.1K +757 +34%
FC
432
Financial Consulate
Maryland
$307K
RFWA
433
RPg Family Wealth Advisory
Massachusetts
$304K +$2.51K +24 +0.8%
EWM
434
Empirical Wealth Management
Washington
$300K +$1.67K +16 +0.6%
SG
435
Strid Group
Pennsylvania
$298K -$313 -3 -0.1%
ES
436
Eagle Strategies
New York
$296K +$292K +2,797 New
JCM
437
J2 Capital Management
Michigan
$295K +$291K +2,787 New
HI
438
Harbour Investments
Wisconsin
$290K -$146K -1,400 -34%
FWIA
439
Fort Washington Investment Advisors
Ohio
$289K
AC
440
Anson Capital
Georgia
$288K +$301K +2,878 New
GSIS
441
Global Strategic Investment Solutions
Arizona
$287K
KeyBank National Association
442
KeyBank National Association
Ohio
$286K
PGA
443
Portland Global Advisors
Maine
$284K
MGIA
444
Moneta Group Investment Advisors
Missouri
$283K -$34.2K -327 -11%
BONH
445
Bank of New Hampshire
New Hampshire
$283K
HGWM
446
Horst & Graben Wealth Management
Oregon
$277K -$3.97K -38 -1%
CA
447
CoreCap Advisors
Michigan
$274K +$271K +2,594 New
HSA
448
HBK Sorce Advisory
Pennsylvania
$270K
AA
449
Aire Advisors
California
$270K +$267K +2,552 New
SQA
450
Simon Quick Advisors
New Jersey
$266K -$299K -2,864 -53%

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.