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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
CSIC
126
Clifford Swan Investment Counsel
California
$7.58M +$2.33M +22,300 +45%
WANY
127
Wealthspire Advisors (New York)
New York
$7.54M
AR
128
Advisory Research
Illinois
$7.5M +$5.66M +54,183 +324%
CIG
129
Capricorn Investment Group
California
$7.49M +$7.4M +70,800 New
Capital World Investors
130
Capital World Investors
California
$7.46M +$5.78M +55,286 +366%
CWM
131
Cahaba Wealth Management
Georgia
$7.29M -$343K -3,281 -5%
Cerity Partners
132
Cerity Partners
New York
$7.07M +$3.2M +30,583 +84%
N
133
Natixis
France
$7.04M
JCM
134
Janney Capital Management
Pennsylvania
$6.86M +$6.78M +64,887 New
JRP
135
Jasper Ridge Partners
California
$6.73M -$807K -7,721 -11%
RHP
136
Royal Harbor Partners
Texas
$6.7M +$286K +2,742 +5%
AL
137
Aspiriant LLC
California
$6.67M +$105K +1,009 +2%
CFG
138
CKW Financial Group
Hawaii
$6.63M +$4.02M +38,494 +159%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$6.58M +$1.94M +18,588 +43%
HIIFS
140
Harel Insurance Investments & Financial Services
Israel
$6.58M -$5.37M -51,440 -45%
WPA
141
West Paces Advisors
Georgia
$6.51M
Barclays
142
Barclays
United Kingdom
$6.43M -$2.66M -25,424 -29%
FCH
143
Freestone Capital Holdings
Washington
$6.42M +$727K +6,961 +13%
Stifel Financial
144
Stifel Financial
Missouri
$6.37M +$3.28M +31,434 +109%
VM
145
VPR Management
Texas
$6.35M
STCOSD
146
Sageworth Trust Company of South Dakota
South Dakota
$6.29M -$183K -1,753 -3%
BPC
147
Banque Pictet & Cie
Switzerland
$6.02M +$1.94M +18,555 +48%
PI
148
PineBridge Investments
New York
$5.93M +$2.43M +23,256 +71%
SC
149
Scotia Capital
Ontario, Canada
$5.84M +$4.56M +43,642 +377%
PFM
150
Peak Financial Management
Massachusetts
$5.8M -$63.5K -608 -1%

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.