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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
FCFC
251
First Commonwealth Financial Corp
Pennsylvania
$301K
TIM
252
Tortoise Investment Management
New York
$301K
BEC
253
Blue Edge Capital
Virginia
$299K
CGA
254
Crescent Grove Advisors
Illinois
$297K +$79.7K +1,400 +35%
RWM
255
Reston Wealth Management
Virginia
$296K
SPC
256
Sigma Planning Corp
Michigan
$292K
SPIA
257
Steward Partners Investment Advisory
New York
$290K +$72.7K +1,277 +32%
RBC
258
Roble Belko & Company
Pennsylvania
$289K -$27.7K -487 -9%
WWM
259
Windsor Wealth Management
Indiana
$287K
JIP
260
Jaffetilchin Investment Partners
Florida
$285K -$203K -3,557 -41%
FNBOH
261
First National Bank of Hutchinson
Kansas
$285K -$2.28K -40 -0.8%
FRA
262
Frank Rimerman Advisors
California
$281K
FBFS
263
First Business Financial Services
Wisconsin
$276K
SFS
264
Summit Financial Strategies
Ohio
$276K
BCI
265
Brinker Capital Investments
Pennsylvania
$275K
RC
266
Roundview Capital
New Jersey
$274K -$6.21K -109 -2%
MWM
267
Mascoma Wealth Management
New Hampshire
$271K
CCT
268
Country Club Trust
Missouri
$268K -$5.7K -100 -2%
BAM
269
Belpointe Asset Management
Nevada
$259K
WPW
270
Waldron Private Wealth
Pennsylvania
$259K +$20.9K +367 +9%
CA
271
Cetera Advisors
Colorado
$253K +$260K +4,570 New
GGS
272
Galvin Gaustad & Stein
Arizona
$251K -$24.3K -427 -9%
MA
273
Montag & Associates
Georgia
$250K
AIP
274
Almanack Investment Partners
Pennsylvania
$250K +$257K +4,507 New
RCAG
275
Rehmann Capital Advisory Group
Michigan
$246K -$46.7K -819 -16%

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.