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iShares MSCI ACWI ETF

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: 517509 (-8)

12% less funds holding in top 10

Funds holding in top 10: 5145 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
76
NorthCoast Asset Management
Connecticut
$14.1M
WRTC
77
Wind River Trust Company
Wyoming
$14M +$989K +9,633 +7%
SFA
78
Sequoia Financial Advisors
Ohio
$13.4M -$38M -370,292 -73%
KP
79
Keel Point
Alabama
$13.3M -$2.98M -29,055 -18%
MML Investors Services
80
MML Investors Services
Massachusetts
$13M -$11.6M -113,235 -47%
SC
81
Sierra Capital
Florida
$12.9M
RJFSA
82
Raymond James Financial Services Advisors
Florida
$12.5M +$5.65M +55,005 +78%
SBL
83
Sargent Bickham Lagudis
Colorado
$12.5M +$132K +1,286 +1%
KIM
84
Karpus Investment Management
New York
$12.4M +$12M +116,829 +1,565%
CAM
85
Crestone Asset Management
Colorado
$12.2M +$238K +2,323 +2%
AIM
86
Allen Investment Management
New York
$11.8M +$763K +7,436 +7%
MFW
87
Meristem Family Wealth
Minnesota
$11.6M +$5.64M +54,899 +90%
GFP
88
Gryphon Financial Partners
Ohio
$11.4M +$896K +8,725 +8%
SWP
89
ShoreHaven Wealth Partners
New Jersey
$11.2M +$129K +1,255 +1%
COCM
90
Charter Oak Capital Management
New Hampshire
$10.9M +$11.3K +110 +0.1%
HIIFS
91
Harel Insurance Investments & Financial Services
Israel
$10.7M -$1.8M -17,550 -13%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$10.6M -$1.44M -14,069 -12%
BWCS
93
Beirne Wealth Consulting Services
Connecticut
$10.6M -$121K -1,183 -1%
Lazard Asset Management
94
Lazard Asset Management
New York
$10.3M +$1.26M +12,320 +14%
BlackRock
95
BlackRock
New York
$9.99M -$3.36M -32,775 -25%
BBHBI
96
B, B, H, & B Inc
Alabama
$9.91M -$2.38M -23,139 -19%
CF
97
Centaurus Financial
California
$9.09M -$52.9K -515 -0.6%
SB
98
Sunflower Bank
Texas
$8.76M -$532K -5,178 -6%
HighTower Advisors
99
HighTower Advisors
Illinois
$8.72M +$2.81M +27,379 +46%
Barclays
100
Barclays
United Kingdom
$8.62M -$1.63M -15,848 -16%

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.