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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
HR
551
Howe & Rusling
New York
$3K
LFG
552
Larson Financial Group
Missouri
$3K +$2.72K +26 +2,600%
OA
553
Operose Advisors
Wisconsin
$3K +$3.13K +30 New
AIP
554
Ameritas Investment Partners
Nebraska
$2K
UB
555
UMB Bank
Missouri
$2K +$2.4K +23 New
AWM
556
Atticus Wealth Management
Florida
$1K
EWA
557
Evolution Wealth Advisors
Florida
$228
BBHC
558
Brown Brothers Harriman & Co
New York
$74
WIM
559
Westside Investment Management
California
$21
EP
560
EPIQ Partners
Minnesota
-$4M -40,050 Closed
Schroder Investment Management Group
561
Schroder Investment Management Group
United Kingdom
-$1.69M -16,920 Closed
SGI
562
Summit Global Investments
Utah
-$1.31M -13,100 Closed
SG Americas Securities
563
SG Americas Securities
New York
-$1.16M -11,557 Closed
Citadel Advisors
564
Citadel Advisors
Florida
-$1.08M -10,336 Closed
B
565
Barings
North Carolina
-$996K -9,968 Closed
TI
566
Trexquant Investment
Connecticut
-$620K -6,202 Closed
BO
567
BRR OpCo
Ohio
-$570K -5,700 Closed
QC
568
QCM Cayman
Texas
-$566K -5,668 Closed
HF
569
HRT Financial
New York
-$446K -4,467 Closed
BPA
570
Beacon Pointe Advisors
California
-$398K -3,979 Closed
PA
571
Pinnacle Associates
New York
-$337K -3,376 Closed
MCM
572
MAI Capital Management
Ohio
-$255K -2,548 Closed
DA
573
Doliver Advisors
Texas
-$243K -2,430 Closed
OGF
574
Orin Green Financial
California
-$225K -2,250 Closed
FP
575
Fiduciary Planning
Florida
-$203K -2,030 Closed

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.