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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
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$28.9M +$28.8M +505,978 +3,159%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$25.1M -$486K -8,528 -2%
TF
28
TLWM Financial
Texas
$24.8M -$153K -2,687 -0.6%
CB
29
Cadence Bank
Mississippi
$24.3M +$1.77M +31,070 +8%
Barclays
30
Barclays
United Kingdom
$23.9M +$8.79M +154,390 +56%
Lazard Asset Management
31
Lazard Asset Management
New York
$23.8M +$17.4M +305,402 +247%
SWM
32
Spire Wealth Management
Virginia
$23.6M +$866K +15,208 +4%
TIM
33
Thornburg Investment Management
New Mexico
$22.9M +$11.2M +197,279 +91%
CA
34
Cumberland Advisors
Florida
$22.1M +$569K +9,990 +3%
Truist Financial
35
Truist Financial
North Carolina
$21.8M +$504K +8,845 +2%
US Bancorp
36
US Bancorp
Minnesota
$21.1M -$475K -8,331 -2%
S
37
Surevest
California
$20.8M +$1.35M +23,738 +7%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$20.7M +$1.69M +29,724 +9%
SW
39
SVB Wealth
Massachusetts
$20M +$826K +14,509 +4%
QA
40
Quantitative Advantage
Minnesota
$17.1M +$375K +6,592 +2%
ST
41
Sentinel Trust
Texas
$16.9M – – –
Fidelity International
42
Fidelity International
Bermuda
$16.6M -$17.7M -311,459 -51%
ZCA
43
Zeke Capital Advisors
Pennsylvania
$16.2M +$904K +15,877 +6%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$14.6M +$1.39M +24,401 +10%
HighTower Advisors
45
HighTower Advisors
Illinois
$14.1M +$729K +12,800 +5%
KIM
46
Karpus Investment Management
New York
$13.9M +$12.3M +215,475 +600%
SQA
47
Simon Quick Advisors
New Jersey
$13.7M +$2.02M +35,418 +17%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$11.3M +$206K +3,621 +2%
WB
49
WesBanco Bank
West Virginia
$10.7M +$3.44M +60,334 +46%
SF
50
Synovus Financial
Georgia
$10.6M -$357K -6,269 -3%
1
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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.