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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
WAM
476
Weatherly Asset Management
California
$203K -$9.19K -88 -4%
HWM
477
HB Wealth Management
Georgia
$203K +$200K +1,919 New
RJT
478
Raymond James Trust
Florida
$202K +$199K +1,907 New
CPFP
479
Clear Perspectives Financial Planning
Ohio
$190K
MCM
480
MV Capital Management
Maryland
$190K
Deutsche Bank
481
Deutsche Bank
Germany
$184K -$46.3K -443 -20%
ZIG
482
Zurich Insurance Group
Switzerland
$179K -$4.06M -38,838 -96%
SWM
483
Spire Wealth Management
Virginia
$179K -$146K -1,396 -45%
MCM
484
Magnolia Capital Management
New York
$176K +$174K +1,665 New
HNB
485
Huntington National Bank
Ohio
$172K
SWM
486
Sugarloaf Wealth Management
Georgia
$165K -$9.82K -94 -6%
NG
487
NWK Group
California
$159K +$157K +1,500 New
WPWM
488
Western Pacific Wealth Management
Illinois
$158K +$157K +1,500 New
CA
489
Cornerstone Advisory
Maryland
$144K +$142K +1,359 New
TF
490
TimeScale Financial
Massachusetts
$138K +$16.7K +160 +14%
CFN
491
Cordasco Financial Network
Florida
$137K
GC
492
Gould Capital
Washington
$136K +$134K +1,281 New
DFC
493
DB Fitzpatrick & Co
Idaho
$136K +$134K +1,287 New
BAM
494
Baldrige Asset Management
Pennsylvania
$114K
CWC
495
Carolinas Wealth Consulting
North Carolina
$112K +$731 +7 +0.7%
VNA
496
Valley National Advisers
Pennsylvania
$110K
CWM
497
Cedar Wealth Management
California
$106K
IWMA
498
Ironwood Wealth Management (Arizona)
Arizona
$105K +$53.6K +513 +108%
HS
499
Horan Securities
United States
$105K +$103K +989 New
SMA
500
Sage Mountain Advisors
Georgia
$103K

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.