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iShares MSCI ACWI ex US ETF

357 hedge funds and large institutions have $3.17B invested in iShares MSCI ACWI ex US ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 117 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 94

3% more funds holding

Funds holding: 348357 (+9)

5% more capital invested

Capital invested by funds: $3.03B → $3.17B (+$146M)

0.71% more ownership

Funds ownership: 69.94%70.65% (+0.71%)

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
357
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
6.25%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.3%
New
37
Increased
117
Reduced
94
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Strategic Wealth Partners
Ohio
$376K -$41K -720 -10%
LIM
227
Loudon Investment Management
New Hampshire
$371K +$37.6K +660 +11%
CWM
228
Calamos Wealth Management
Illinois
$371K +$43.6K +765 +13%
UCFA
229
United Capital Financial Advisors
Texas
$367K -$10.3K -180 -3%
WANY
230
Wealthspire Advisors (New York)
New York
$366K +$107K +1,885 +40%
BPA
231
Beacon Pointe Advisors
California
$363K +$16K +281 +4%
CIA
232
Choate Investment Advisors
Massachusetts
$360K
FMBTD
233
First Midwest Bank Trust Division
Illinois
$360K
BAAM
234
Baker Avenue Asset Management
California
$358K
FCBT
235
First Citizens Bank & Trust
North Carolina
$358K +$43.5K +764 +13%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$357K -$33.8K -594 -8%
AAS
237
Avantax Advisory Services
Texas
$357K +$143K +2,517 +64%
AL
238
Aspiriant LLC
California
$351K
SB
239
Simmons Bank
Arkansas
$350K
FTS
240
Fifth Third Securities
Ohio
$349K +$359K +6,299 New
IFA
241
Interactive Financial Advisors
Illinois
$348K +$285 +5 +0.1%
APP
242
Avantax Planning Partners
Iowa
$337K
G
243
GenTrust
Florida
$332K -$49K -860 -13%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$332K +$161K +2,820 +89%
SSWM
245
Sheets Smith Wealth Management
North Carolina
$326K
WA
246
Wealth Alliance
New York
$324K +$334K +5,857 New
5L
247
55I LLC
Massachusetts
$319K +$328K +5,750 New
FA
248
Flagstar Advisors
New York
$317K +$326K +5,719 New
WDL
249
Well Done LLC
Michigan
$315K
NCM
250
Noesis Capital Mangement
Florida
$305K -$45K -790 -13%

ACWX Hedge Fund Activity: Q3 2021 in Review

357 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2021, worth a combined $3.17B — up 4.8% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ACWX positions and 22 closed out — a net gain of 15 holders — while 117 added to existing stakes and 94 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $146M. The largest seller was Wellington Management Group, cutting an estimated $117M.

  • 357 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2021, up from 348 in Q2 2021.
  • Funds reported $3.17B of iShares MSCI ACWI ex US ETF stock for Q3 2021, up 4.8% quarter-over-quarter.
  • 37 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2021 and 22 closed out, a net change of +15 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $146M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2021 was Wellington Management Group, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2021.