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iShares MSCI ACWI ex US ETF
ACWX

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: 348 → 357 (+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: 22 → 17 (-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
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$146M
2
Jane Street
Jane Street
New York
+$40.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$28.8M
4
Goldman Sachs
Goldman Sachs
New York
+$24.1M
5
Wells Fargo
Wells Fargo
California
+$21.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
2
Fidelity International
Fidelity International
Bermuda
-$17.7M
3
Northern Trust
Northern Trust
Illinois
-$5.56M
4
NFG
Northeast Financial Group
Pennsylvania
-$5.22M
5
CCC
Crescent Capital Consulting
Louisiana
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
276
Norris Perne & French
Michigan
$245K – – –
NC
277
NovaPoint Capital
Georgia
$244K – – –
DWP
278
Destiny Wealth Partners
Florida
$240K -$113K -1,986 -31%
BWM
279
Brickley Wealth Management
California
$240K – – –
WA
280
Waverly Advisors
Alabama
$237K – – –
FC
281
Financial Consulate
Maryland
$232K – – –
IAA
282
Independent Advisor Alliance
North Carolina
$230K – – –
FCI
283
Financial Counselors Inc
Kansas
$228K -$1.54K -27 -0.7%
SCM
284
SOL Capital Management
Maryland
$226K – – –
BW
285
Bison Wealth
Georgia
$224K -$1.48K -26 -0.6%
MCM
286
Murphy Capital Management
New Jersey
$221K – – –
TC
287
Telemus Capital
Michigan
$220K -$36.1K -634 -14%
FPTW
288
Franklin, Parlapiano, Turner & Welch
Texas
$218K – – –
BWM
289
Baystate Wealth Management
Massachusetts
$217K +$223K +3,911 New
CC
290
Cypress Capital
Tennessee
$217K +$223K +3,911 New
ACP
291
Aviance Capital Partners
Florida
$216K – – –
LFAS
292
Level Four Advisory Services
Texas
$216K – – –
NAM
293
NorthCoast Asset Management
Connecticut
$216K +$222K +3,892 New
BHIA
294
Birch Hill Investment Advisors
Massachusetts
$215K – – –
CPWM
295
Cardinal Point Wealth Management
California
$207K – – –
RPCA
296
Running Point Capital Advisors
California
$207K +$213K +3,737 New
AIP
297
ARS Investment Partners
New York
$205K +$211K +3,706 New
AWE
298
Avidian Wealth Enterprises
Texas
$202K +$208K +3,647 New
NCM
299
Northwest Capital Management
Oregon
$200K +$199K +3,486 New
CHC
300
City Holding Co
West Virginia
$173K -$10.3K -180 -5%
10 11
12
13 14

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.