We are live on ! Find out more
ACWI icon

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
Ameriprise
101
Ameriprise
Minnesota
$8.58M +$475K +4,632 +6%
QCG
102
Quadrant Capital Group
Ohio
$8.34M -$15.7K -153 -0.2%
Kovitz Investment Group Partners
103
Kovitz Investment Group Partners
Illinois
$8.3M -$61.1K -595 -0.7%
NI
104
NYL Investors
New York
$8.08M +$92.4K +900 +1%
UWM
105
USAdvisors Wealth Management
Minnesota
$8.07M +$1.2M +11,686 +17%
TCM
106
TD Capital Management
Tennessee
$8.04M -$23K -224 -0.3%
AF
107
Advisornet Financial
Minnesota
$7.73M -$276K -2,685 -3%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$7.68M -$357K -3,481 -4%
Osaic Holdings
109
Osaic Holdings
Arizona
$7.64M -$155K -1,506 -2%
DWT
110
Dorsey & Whitney Trust
South Dakota
$7.48M -$134K -1,308 -2%
CS
111
Credit Suisse
Switzerland
$7.35M +$3.06M +29,779 +68%
CWM
112
Cahaba Wealth Management
Georgia
$7.21M -$160K -1,563 -2%
JRP
113
Jasper Ridge Partners
California
$7.13M -$9.86K -96 -0.1%
WANY
114
Wealthspire Advisors (New York)
New York
$7.12M -$7.7K -75 -0.1%
PA
115
Parallel Advisors
California
$7.03M -$19.2K -187 -0.3%
TA
116
Tiedemann Advisors
New York
$6.94M
FMBTD
117
First Midwest Bank Trust Division
Illinois
$6.93M +$90.7K +884 +1%
MIFH
118
Migdal Insurance & Financial Holdings
Israel
$6.88M -$598K -5,822 -8%
N
119
Natixis
France
$6.65M
AL
120
Aspiriant LLC
California
$6.2M
WPA
121
West Paces Advisors
Georgia
$6.15M
STCOSD
122
Sageworth Trust Company of South Dakota
South Dakota
$6.12M -$50.6K -493 -0.8%
RHP
123
Royal Harbor Partners
Texas
$6.06M -$140K -1,367 -2%
SCM
124
SCS Capital Management
Massachusetts
$6.02M -$34.4M -335,404 -85%
VM
125
VPR Management
Texas
$6M

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.