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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
PPA
176
Parametric Portfolio Associates
Washington
$3.9M +$22.7K +217 +0.6%
WDL
177
Well Done LLC
Michigan
$3.79M -$25.9K -248 -0.7%
LBC
178
Lowe Brockenbrough & Co
Virginia
$3.76M -$18.3M -175,450 -83%
FEG
179
Fund Evaluation Group
Ohio
$3.76M +$1.53M +14,665 +70%
BWP
180
BSW Wealth Partners
Colorado
$3.71M -$67K -641 -2%
BP
181
Ballentine Partners
Massachusetts
$3.71M
FC
182
Financial Council
Maryland
$3.66M +$963K +9,218 +36%
CGL
183
Clarius Group LLC
Washington
$3.66M
Comerica Bank
184
Comerica Bank
Texas
$3.65M +$598K +5,719 +18%
IWN
185
Independent Wealth Network
Iowa
$3.63M +$79.1K +757 +2%
Bank Julius Baer & Co
186
Bank Julius Baer & Co
Switzerland
$3.6M +$301K +2,877 +9%
DT
187
Diversified Trust
Tennessee
$3.54M +$3.45K +33 +0.1%
VCM
188
Vivaldi Capital Management
Illinois
$3.51M -$349K -3,342 -9%
WA
189
Waddell & Associates
Tennessee
$3.48M -$352K -3,365 -9%
WSTAM
190
Wilbanks Smith & Thomas Asset Management
Virginia
$3.42M +$20.9K +200 +0.6%
Nomura Asset Management
191
Nomura Asset Management
Japan
$3.33M +$3.29M +31,485 New
DIP
192
DT Investment Partners
Pennsylvania
$3.32M -$89.3K -855 -3%
SFS
193
Sowell Financial Services
Arkansas
$3.3M +$807K +7,721 +33%
CCC
194
Crescent Capital Consulting
Louisiana
$3.26M +$4.49K +43 +0.1%
CIC
195
Chilton Investment Company
Connecticut
$3.24M +$2.42M +23,181 +312%
Renaissance Technologies
196
Renaissance Technologies
New York
$3.24M -$1.58M -15,100 -33%
WCP
197
Wick Capital Partners
Pennsylvania
$3.2M +$3.16M +30,246 New
BJL
198
Brighton Jones LLC
Washington
$3.17M -$30.5K -292 -1%
SLT
199
St Louis Trust
Missouri
$3.16M -$9.19K -88 -0.3%
RIS
200
Retirement Income Solutions
Michigan
$3.11M +$1.02M +9,746 +50%

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.