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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
CAAS
501
Capital Asset Advisory Services
Michigan
$3K – – –
CIR
502
Clear Investment Research
Georgia
$3K – – –
EW
503
Element Wealth
Mississippi
$3K – – –
HR
504
Howe & Rusling
New York
$3K – – –
AIP
505
Ameritas Investment Partners
Nebraska
$2K – – –
AWM
506
Atticus Wealth Management
Florida
$1K – – –
BBHC
507
Brown Brothers Harriman & Co
New York
$69 – – –
WIM
508
Westside Investment Management
California
$20 – – –
OMC
509
Old Mission Capital
Illinois
– -$66.1M -652,850 Closed
FTUS
510
Flow Traders U.S.
New York
– -$60.6M -598,412 Closed
SCGDR
511
Sharp Capital Gestora de Recursos
Brazil
– -$28.5M -281,767 Closed
CCP
512
Cassia Capital Partners
North Carolina
– -$12.8M -126,920 Closed
DS
513
DRW Securities
Illinois
– -$9.88M -97,597 Closed
AS
514
Altshuler Shaham
Israel
– -$9.55M -94,350 Closed
Millennium Management
515
Millennium Management
New York
– -$4.91M -48,552 Closed
Nomura Asset Management
516
Nomura Asset Management
Japan
– -$3.26M -32,170 Closed
SMC
517
Smith, Moore & Co
Missouri
– -$1.08M -10,669 Closed
ECM
518
ExodusPoint Capital Management
New York
– -$891K -8,806 Closed
JWCA
519
J.W. Cole Advisors
Florida
– -$802K -7,926 Closed
BAAM
520
Baker Avenue Asset Management
California
– -$561K -5,549 Closed
SSG
521
Summit Securities Group
New York
– -$506K -5,000 Closed
SFFS
522
Stonehage Fleming Financial Services
Jersey
– -$425K -4,203 Closed
TSS
523
Two Sigma Securities
New York
– -$385K -3,803 Closed
V
524
Veritable
Delaware
– -$374K -3,696 Closed
BIAS
525
Beacon Investment Advisory Services
New Jersey
– -$311K -3,071 Closed
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.