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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
AC
76
ASB Consultores
Florida
$18.5M +$18.3M +174,957 New
HL
77
Harding Loevner
New Jersey
$18M +$12.2M +116,581 +216%
Millennium Management
78
Millennium Management
New York
$17.9M +$17.7M +169,413 New
IC
79
IEQ Capital
California
$17.9M -$845K -8,083 -5%
VCM
80
Verger Capital Management
North Carolina
$16.9M +$955K +9,138 +6%
SBL
81
Sargent Bickham Lagudis
Colorado
$16.6M +$3.32M +31,766 +25%
Lazard Asset Management
82
Lazard Asset Management
New York
$16.1M +$5.19M +49,659 +48%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$14.5M -$292M -2,799,543 -95%
IWA
84
Intercontinental Wealth Advisors
Texas
$14.4M -$1.26M -12,014 -8%
WRTC
85
Wind River Trust Company
Wyoming
$13.8M -$940K -8,996 -6%
Jennison Associates
86
Jennison Associates
New York
$13.6M +$9.14M +87,494 +211%
PFO
87
Pathstone Family Office
New Jersey
$13.5M -$27.2M -260,211 -67%
CCP
88
Cassia Capital Partners
North Carolina
$13.3M +$13.2M +126,201 New
AIM
89
Allen Investment Management
New York
$13.2M +$747K +7,152 +6%
CAM
90
Crestone Asset Management
Colorado
$13M +$95.4K +913 +0.7%
SC
91
Sierra Capital
Florida
$12.9M -$3.24K -31 -0%
SWP
92
ShoreHaven Wealth Partners
New Jersey
$12M +$157K +1,507 +1%
SW
93
SteelPeak Wealth
California
$11.9M +$11.8M +112,701 New
COCM
94
Charter Oak Capital Management
New Hampshire
$11.8M +$331K +3,169 +3%
BWCS
95
Beirne Wealth Consulting Services
Connecticut
$10.9M -$269K -2,570 -2%
BBHBI
96
B, B, H, & B Inc
Alabama
$10.9M +$380K +3,634 +4%
MFW
97
Meristem Family Wealth
Minnesota
$10.6M -$1.62M -15,477 -13%
KP
98
Keel Point
Alabama
$10.5M -$3.52M -33,723 -25%
Prudential Financial
99
Prudential Financial
New Jersey
$10.2M +$5.27M +50,435 +111%
CF
100
Centaurus Financial
California
$9.98M +$359K +3,439 +4%

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.