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iShares MSCI ACWI ETF
ACWI

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: 509 → 560 (+51)

4.96% more ownership

Funds ownership: 51.62% → 56.58% (+5%)

2% more funds holding in top 10

Funds holding in top 10: 45 → 46 (+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

Top Buyers

1
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$348M
2
BlackRock
BlackRock
New York
+$213M
3
CGPCS
Capital Group Private Client Services
California
+$145M
4
CPCM
Cornerstone Partners Capital Management
Virginia
+$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$120M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$292M
2
Bank of America
Bank of America
North Carolina
-$292M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$247M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
JHCM
Juniper Hill Capital Management
California
-$88.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
526
Allworth Financial
California
$28K – – –
LPP
527
Life Planning Partners
Florida
$27K +$26K +249 New
MFC
528
Morris Financial Concepts
South Carolina
$27K +$26.9K +257 New
LWP
529
Lumature Wealth Partners
Georgia
$25K – – –
GWSG
530
GPS Wealth Strategies Group
Colorado
$21K – – –
WTC
531
WhitTier Trust Company
Nevada
$19K – – –
CWS
532
Confluence Wealth Services
Pennsylvania
$15K +$15.2K +145 New
PFA
533
Professional Financial Advisors
Nebraska
$14K +$104 +1 +0.8%
SWM
534
Selective Wealth Management
Virginia
$14K +$13.8K +132 New
FHA
535
First Horizon Advisors
Tennessee
$11K – – –
MMG
536
Monetary Management Group
Missouri
$11K – – –
WAS
537
Winch Advisory Services
Wisconsin
$10K +$104 +1 +1%
SIC
538
SJS Investment Consulting
Ohio
$10K +$9.93K +95 New
AW
539
Alaethes Wealth
Nevada
$8K – – –
GI
540
Gradient Investments
Minnesota
$8K – – –
NFG
541
Next Financial Group
Texas
$7K – – –
LC
542
Lindbrook Capital
California
$7K +$7.31K +70 New
EWA
543
EverSource Wealth Advisors
Alabama
$6K +$6.27K +60 New
TAM
544
Tucker Asset Management
Colorado
$5.3K – – –
AWM
545
Abound Wealth Management
Tennessee
$4.76K +$4.7K +45 New
ACM
546
Antonetti Capital Management
Florida
$4K – – –
CIR
547
Clear Investment Research
Georgia
$4K +$104 +1 +3%
AFS
548
Annapolis Financial Services
Maryland
$3K – – –
CAAS
549
Capital Asset Advisory Services
Michigan
$3K – – –
EW
550
Element Wealth
Mississippi
$3K – – –
20 21
22
23 24

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.