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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
HNB
476
Huntington National Bank
Ohio
$29K – – –
AF
477
Allworth Financial
California
$26K +$27.2K +265 New
FA
478
Faithward Advisors
Pennsylvania
$25K – – –
LWP
479
Lumature Wealth Partners
Georgia
$24K -$7.19K -70 -23%
RCA
480
Ranch Capital Advisors
Florida
$23K +$103 +1 +0.4%
GRP
481
Global Retirement Partners
California
$22K – – –
GWSG
482
GPS Wealth Strategies Group
Colorado
$20K – – –
NAM
483
Nationwide Asset Management
Ohio
$19.7K +$57.5K +560 +0.3%
WTC
484
WhitTier Trust Company
Nevada
$17K – – –
RDFA
485
Ritter Daniher Financial Advisory
Ohio
$16K – – –
PFA
486
Professional Financial Advisors
Nebraska
$13K – – –
BWM
487
Baystate Wealth Management
Massachusetts
$13K +$2.77K +27 +27%
AWM
488
Avior Wealth Management
Nebraska
$11K – – –
FHA
489
First Horizon Advisors
Tennessee
$10K – – –
PWA
490
Phoenix Wealth Advisors
North Carolina
$10K – – –
WAS
491
Winch Advisory Services
Wisconsin
$10K – – –
MMG
492
Monetary Management Group
Missouri
$10K +$10.3K +100 New
AW
493
Alaethes Wealth
Nevada
$8K – – –
GI
494
Gradient Investments
Minnesota
$7K – – –
MCM
495
Manchester Capital Management
Vermont
$7K – – –
NFG
496
Next Financial Group
Texas
$7K – – –
TAM
497
Tucker Asset Management
Colorado
$5.27K – – –
ACM
498
Antonetti Capital Management
Florida
$4K +$4.11K +40 New
AFS
499
Annapolis Financial Services
Maryland
$3K – – –
AAP
500
Arax Advisory Partners
Colorado
$3K – – –
18 19
20
21 22

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.