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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
UBS Group
1
UBS Group
Switzerland
$958M -$51.8M -495,556 -5%
Morgan Stanley
2
Morgan Stanley
New York
$395M -$102M -980,721 -21%
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$353M +$348M +3,333,000 New
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$340M -$56.6M -541,806 -14%
CA
5
Capitolis Advisors
New York
$338M +$108M +1,035,000 +48%
Goldman Sachs
6
Goldman Sachs
New York
$329M +$70.7M +676,977 +28%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$280M +$120M +1,150,000 +77%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
8
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264M +$110M +1,050,000 +72%
Bank of America
9
Bank of America
North Carolina
$245M -$292M -2,794,155 -55%
CI
10
Clal Insurance
Israel
$239M +$68.2M +652,300 +41%
GM
11
Granger Management
New York
$227M +$39.5M +378,100 +21%
BlackRock
12
BlackRock
New York
$226M +$213M +2,038,492 +2,039%
ST
13
Sageworth Trust
Pennsylvania
$206M -$1.13M -10,795 -0.6%
AIMCA
14
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$206M +$88.8M +850,000 +78%
CPCM
15
Cornerstone Partners Capital Management
Virginia
$200M +$141M +1,351,891 +250%
USAA
16
United Services Automobile Association
Texas
$171M +$65.7M +628,811 +63%
Wells Fargo
17
Wells Fargo
California
$168M +$20M +191,841 +14%
CGPCS
18
Capital Group Private Client Services
California
$147M +$145M +1,389,215 New
SP
19
Sarasin & Partners
United Kingdom
$138M -$74.3K -711 -0.1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$133M +$5.13M +49,122 +4%
MC
21
Minot Capital
Colorado
$132M -$1.45M -13,898 -1%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$113M +$112M +1,069,751 New
EW
23
Evoke Wealth
California
$109M -$1.44M -13,821 -1%
NA
24
Nottingham Advisors
New York
$99.4M -$14.3M -136,484 -13%
TTSTC
25
Texas Treasury Safekeeping Trust Company
Texas
$97.8M -$10.3M -98,180 -10%

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.