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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
DIA
451
Dana Investment Advisors
Wisconsin
$262K -$25.9K -248 -9%
ESB
452
Essex Savings Bank
Connecticut
$262K
GSEP
453
Golden State Equity Partners
California
$260K +$3.66K +35 +1%
CIA
454
Choate Investment Advisors
Massachusetts
$257K -$30.8K -295 -11%
PFS
455
Prospera Financial Services
Texas
$254K
PGAM
456
Princeton Global Asset Management
New Jersey
$252K
FPOC
457
Financial Planners of Cleveland
Ohio
$251K +$251K +2,400 New
HP
458
Highlander Partners
Texas
$250K +$247K +2,360 New
CTA
459
Chesley Taft & Associates
Illinois
$249K
FWM
460
ForthRight Wealth Management
Georgia
$242K -$54.9K -525 -19%
SG
461
StoneX Group
New York
$239K
PP
462
PDS Planning
Ohio
$234K
MWM
463
Modera Wealth Management
New Jersey
$233K
SFG
464
Summit Financial Group
West Virginia
$230K +$227K +2,170 New
NFC
465
Northeast Financial Consultants
Connecticut
$229K +$209 +2 +0.1%
Jane Street
466
Jane Street
New York
$226K -$44.1M -421,989 -99%
ACM
467
Advance Capital Management
Michigan
$225K +$222K +2,127 New
MCA
468
Maryland Capital Advisors
Maryland
$225K +$223K +2,130 New
B
469
Bridgeworth
Alabama
$222K
DAS
470
Dynamic Advisor Solutions
Arizona
$221K +$219K +2,093 New
VCP
471
Vista Capital Partners
Oregon
$220K
DHFB
472
Dixon Hubard Feinour & Brown
Virginia
$217K +$214K +2,050 New
RCAG
473
Rehmann Capital Advisory Group
Michigan
$212K +$104 +1 +0%
LDB
474
Lee, Danner & Bass
Tennessee
$212K +$209K +2,000 New
PC
475
Port Capital
Illinois
$212K +$209K +2,000 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.