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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
MA
301
MCF Advisors
Kentucky
$161K – – –
LWA
302
Lowe Wealth Advisors
Maryland
$134K – – –
LDFR
303
Lehman & Derafelo Financial Resources
Pennsylvania
$122K – – –
FA
304
Faithward Advisors
Pennsylvania
$112K +$116K +2,030 New
NFG
305
Next Financial Group
Texas
$105K -$2.56K -45 -2%
LWA
306
Lenox Wealth Advisors
New York
$104K +$87.6K +1,537 +442%
TFS
307
TrustCore Financial Services
Tennessee
$96K – – –
CFA
308
Cahill Financial Advisors
Minnesota
$96K +$99.2K +1,741 New
TF
309
TimeScale Financial
Massachusetts
$88K – – –
HFS
310
Hantz Financial Services
Michigan
$85K – – –
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$79K +$19.3K +338 +31%
M
312
MOTCO
Texas
$74K – – –
TPCW
313
TD Private Client Wealth
New York
$64.8K +$3.93K +69 +6%
WBC
314
West Branch Capital
Massachusetts
$64K – – –
FFA
315
Founders Financial Alliance
North Carolina
$62K +$57 +1 +0.1%
GEA
316
Glen Eagle Advisors
New Jersey
$52.6K – – –
RIM
317
Rockbridge Investment Management
New York
$45K – – –
CAL
318
Capital Advisors Ltd
Ohio
$42K – – –
GIA
319
Goodwin Investment Advisory
Georgia
$42K – – –
PCG
320
Private Capital Group
Connecticut
$41K +$2.28K +40 +6%
LFASL
321
Lugano Financial Advisors SA (LFA)
Switzerland
$40K – – –
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$35.8K +629 +777%
PA
323
Parallel Advisors
California
$33K +$30.1K +528 +852%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$32K – – –
APA
325
American Portfolios Advisors
New York
$31.4K +$2.33K +41 +8%
11 12
13
14 15

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.