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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
UBS Group
1
UBS Group
Switzerland
$955M -$158M -1,539,079 -14%
WA
2
WestEnd Advisors
North Carolina
$716M
Bank of America
3
Bank of America
North Carolina
$510M +$113M +1,105,351 +28%
Morgan Stanley
4
Morgan Stanley
New York
$471M +$92.5M +901,529 +24%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$375M -$75.9M -739,569 -16%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$293M -$23.7M -230,728 -7%
Goldman Sachs
7
Goldman Sachs
New York
$243M -$5.38M -52,450 -2%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$238M -$372M -3,625,563 -60%
CA
9
Capitolis Advisors
New York
$224M +$51.3M +500,000 +30%
ST
10
Sageworth Trust
Pennsylvania
$196M -$3.22M -31,407 -2%
GM
11
Granger Management
New York
$178M
JHCM
12
Juniper Hill Capital Management
California
$175M +$103M +1,006,463 +134%
CI
13
Clal Insurance
Israel
$161M -$39.4M -383,500 -19%
IC
14
Iconiq Capital
California
$156M +$6.9M +67,193 +4%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$150M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$145M +$149M +1,450,000 New
Wells Fargo
17
Wells Fargo
California
$140M +$3.23M +31,482 +2%
Bessemer Group
18
Bessemer Group
New Jersey
$140M +$2.03M +19,766 +1%
SP
19
Sarasin & Partners
United Kingdom
$130M +$30.8K +300 +0%
MC
20
Minot Capital
Colorado
$126M +$2.41M +23,432 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$121M +$1.95M +19,025 +2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$110M +$79M +769,703 +236%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$109M +$85.3M +831,399 +315%
NA
24
Nottingham Advisors
New York
$109M +$56.4M +549,704 +104%
EW
25
Evoke Wealth
California
$104M -$175K -1,704 -0.2%

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.