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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
S
201
SignatureFD
Georgia
$3.08M -$19.6K -188 -0.6%
AWM
202
AE Wealth Management
Kansas
$3.06M +$2.27M +21,702 +300%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$3.04M -$880K -8,421 -23%
LF
204
Lee Financial
Texas
$2.97M +$12K +115 +0.4%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$2.97M +$183K +1,755 +7%
AP
206
Arlington Partners
Alabama
$2.95M -$391K -3,745 -12%
Franklin Resources
207
Franklin Resources
California
$2.94M +$101K +970 +4%
AI
208
Atria Investments
North Carolina
$2.9M -$85.3K -816 -3%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$2.9M +$1.85M +17,676 +181%
SW
210
SVB Wealth
Massachusetts
$2.86M -$249K -2,385 -8%
EDRH
211
Edmond de Rothschild Holding
Switzerland
$2.85M +$34K +325 +1%
RFN
212
RDA Financial Network
Iowa
$2.83M +$93.7K +897 +3%
ANTB
213
AMG National Trust Bank
Colorado
$2.72M
MHB
214
Midwest Heritage Bank
Iowa
$2.69M +$2.66M +25,446 New
PFG
215
PAX Financial Group
Texas
$2.63M +$247K +2,364 +11%
AGA
216
Arkos Global Advisors
Texas
$2.59M -$2.09K -20 -0.1%
TCMP
217
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.57M +$570K +5,459 +29%
SB
218
Strategic Blueprint
Georgia
$2.57M -$852K -8,150 -25%
BSW
219
Buckingham Strategic Wealth
Missouri
$2.44M +$15K +144 +0.6%
MML Investors Services
220
MML Investors Services
Massachusetts
$2.41M -$11.2M -107,274 -82%
VOYA Investment Management
221
VOYA Investment Management
Georgia
$2.37M +$362K +3,461 +18%
CM
222
Columbus Macro
Pennsylvania
$2.34M -$2.24M -21,396 -49%
JWBC
223
John W. Brooker & Co
California
$2.31M +$1.67M +16,022 +275%
SHGA
224
Sand Hill Global Advisors
California
$2.28M
CPO
225
Cerity Partners OCIO
New York
$2.28M +$6.37K +61 +0.3%

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.