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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
MIA
151
MainStreet Investment Advisors
Illinois
$5.66M -$73.1K -700 -1%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$5.66M -$73.1K -700 -1%
Mariner
153
Mariner
Kansas
$5.52M +$75.4K +722 +1%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$5.23M +$1.67M +16,000 +48%
SFG
155
SNS Financial Group
Minnesota
$5.2M -$110K -1,055 -2%
FRA
156
Frank Rimerman Advisors
California
$5.17M +$288K +2,760 +6%
KPW
157
Kore Private Wealth
New York
$5.09M +$4.67M +44,732 +1,330%
SPI
158
Sutton Place Investors
New York
$5.01M +$4.95M +47,376 New
LA
159
LexAurum Advisors
Kansas
$4.93M +$32.3K +309 +0.7%
LSAG
160
Lake Street Advisors Group
New Hampshire
$4.9M -$34.4K -329 -0.7%
Capital Research Global Investors
161
Capital Research Global Investors
California
$4.82M +$3.78M +36,215 +392%
EWA
162
EP Wealth Advisors
California
$4.79M -$29.8K -285 -0.6%
AA
163
Ashford Advisors
New York
$4.77M +$347K +3,319 +8%
TA
164
Tiedemann Advisors
New York
$4.65M -$2.67M -25,536 -37%
IUHSA
165
Itau Unibanco Holding S.A.
Brazil
$4.61M
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$4.42M +$1.48M +14,128 +51%
AM
167
Atwater Malick
Pennsylvania
$4.34M +$35.3K +338 +0.8%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$4.33M -$27.8K -266 -0.6%
SM
169
SG3 Management
Puerto Rico
$4.23M +$4.18M +40,000 New
NCM
170
Northside Capital Management
Oregon
$4.18M +$14.2K +136 +0.3%
CCP
171
Corient Capital Partners
California
$4.13M +$353K +3,377 +9%
AFP
172
Ausdal Financial Partners
Iowa
$4.06M -$153K -1,469 -4%
CWM
173
Congress Wealth Management
Massachusetts
$4.01M +$3.97M +37,961 New
CWA
174
Clarus Wealth Advisors
Arizona
$3.97M +$1.66M +15,899 +73%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$3.94M +$3.89M +37,242 New

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.