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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
Bessemer Group
26
Bessemer Group
New Jersey
$96.3M -$51.1M -489,250 -35%
JHCM
27
Juniper Hill Capital Management
California
$96.1M -$88.4M -846,495 -48%
DCM
28
Dimension Capital Management
Florida
$86.5M +$6.64M +63,516 +8%
EEP
29
Edgehill Endowment Partners
Connecticut
$83.4M -$7.13M -68,279 -8%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$81.1M -$34.4M -329,026 -30%
Northern Trust
31
Northern Trust
Illinois
$77.5M +$47.3M +452,496 +161%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$75M +$45.5M +435,400 +159%
BBNA
33
Bremer Bank National Association
Minnesota
$73.1M +$36M +344,997 +100%
AllianceBernstein
34
AllianceBernstein
Tennessee
$69.9M -$17.3M -165,158 -20%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$67.3M +$16.2M +155,063 +32%
Allianz Asset Management
36
Allianz Asset Management
Germany
$65.6M -$3.9M -37,324 -6%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$64.5M +$3.36M +32,133 +6%
SFA
38
Sequoia Financial Advisors
Ohio
$62.6M +$47.9M +458,381 +343%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$60.1M +$3.17M +30,321 +6%
Brown Advisory
40
Brown Advisory
Maryland
$55M +$1.81M +17,340 +3%
AWA
41
Amplius Wealth Advisors
Pennsylvania
$54.4M +$53.7M +513,833 New
MFS
42
Madrona Financial Services
Washington
$51.1M +$674K +6,455 +1%
Capital International Investors
43
Capital International Investors
California
$46.7M +$30.7M +293,773 +200%
BHB
44
Bank Hapoalim BM
Israel
$44.8M +$21.6M +207,167 +96%
PP
45
Prudential plc
United Kingdom
$42.4M -$2.9M -27,765 -6%
RJA
46
Raymond James & Associates
Florida
$41.9M +$4.09M +39,122 +11%
BBVA
47
Banco Bilbao Vizcaya Argentaria
Spain
$39.4M -$4.51M -43,123 -10%
State Street
48
State Street
Massachusetts
$38.4M +$2.94M +28,166 +8%
AssetMark Inc
49
AssetMark Inc
California
$38.2M +$456K +4,365 +1%
ECG
50
EPIQ Capital Group
California
$34.2M -$1.14M -10,889 -3%

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.