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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
SPWG
501
Sage Private Wealth Group
Illinois
$100K
MCM
502
Manchester Capital Management
Vermont
$97K +$88.3K +845 +1,174%
CA
503
Clearstead Advisors
Ohio
$94K
GWM
504
Grand Wealth Management
Michigan
$93K +$91.7K +878 New
TWC
505
TD Waterhouse Canada
Ontario, Canada
$90.3K +$88.8K +850 New
FDCDDQ
506
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.7K -$189K -1,811 -70%
MIM
507
MTM Investment Management
South Carolina
$71K
TIM
508
Tortoise Investment Management
New York
$68K -$1.04K -10 -2%
BWM
509
BigSur Wealth Management
Florida
$64K
SCM
510
SevenOneSeven Capital Management
Pennsylvania
$64K +$21K +201 +50%
GAM
511
Gemmer Asset Management
California
$62K +$5.85K +56 +11%
HWM
512
HighMark Wealth Management
Minnesota
$61K +$627 +6 +1%
DWMG
513
DB Wealth Management Group
California
$58K -$60.9K -583 -52%
AWM
514
Avior Wealth Management
Nebraska
$57K +$44.9K +430 +371%
UFF
515
USA Financial Formulas
Michigan
$49K +$48.6K +465 New
KFP
516
KB Financial Partners
New Jersey
$49K +$48.8K +467 New
AIM
517
Anchor Investment Management
South Carolina
$48.9K
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$43K
EIP
519
Ellis Investment Partners
Pennsylvania
$40K +$104 +1 +0.3%
GWM
520
Geneos Wealth Management
Colorado
$37K
TWA
521
TCI Wealth Advisors
Arizona
$36K +$418 +4 +1%
BWM
522
Baystate Wealth Management
Massachusetts
$36K +$22.6K +216 +170%
BCPWM
523
Bradley & Co Private Wealth Management
Florida
$35K
RCM
524
Regency Capital Management
Hawaii
$32K -$8.57K -82 -21%
TPCW
525
TD Private Client Wealth
New York
$29.8K +$29.5K +282 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.