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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
VNA
451
Valley National Advisers
Pennsylvania
$104K – – –
CWM
452
Cedar Wealth Management
California
$100K – – –
SMA
453
Sage Mountain Advisors
Georgia
$97K – – –
SPWG
454
Sage Private Wealth Group
Illinois
$95K – – –
CA
455
Clearstead Advisors
Ohio
$89K – – –
BMD
456
Better Money Decisions
New Mexico
$85K – – –
PCH
457
PGIM Custom Harvest
New Jersey
$83K – – –
LDFR
458
Lehman & Derafelo Financial Resources
Pennsylvania
$76K – – –
MIM
459
MTM Investment Management
South Carolina
$67K – – –
TIM
460
Tortoise Investment Management
New York
$65K -$11.8K -115 -15%
BWM
461
BigSur Wealth Management
Florida
$60K – – –
HWM
462
HighMark Wealth Management
Minnesota
$57K – – –
GPA
463
Guidance Point Advisors
Massachusetts
$55K +$57.1K +556 New
GAM
464
Gemmer Asset Management
California
$53K +$5.13K +50 +10%
IWMA
465
Ironwood Wealth Management (Arizona)
Arizona
$47K +$9.75K +95 +25%
AIM
466
Anchor Investment Management
South Carolina
$46.2K – – –
JCM
467
Jacobi Capital Management
Pennsylvania
$43K – – –
PFGIA
468
Patriot Financial Group Insurance Agency
Massachusetts
$41K – – –
SCM
469
SevenOneSeven Capital Management
Pennsylvania
$40K – – –
RCM
470
Regency Capital Management
Hawaii
$38K +$13.6K +132 +53%
EIP
471
Ellis Investment Partners
Pennsylvania
$37K – – –
GWM
472
Geneos Wealth Management
Colorado
$36K – – –
TWA
473
TCI Wealth Advisors
Arizona
$33K -$5.75K -56 -14%
BCPWM
474
Bradley & Co Private Wealth Management
Florida
$33K – – –
CFA
475
Cahill Financial Advisors
Minnesota
$32K +$33.3K +324 New
17 18
19
20 21

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.