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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
B
51
Bailard
California
$10.4M +$199K +3,499 +2%
CCA
52
Column Capital Advisors
Indiana
$10.1M -$19K -333 -0.2%
EWM
53
Executive Wealth Management
Michigan
$9.9M +$678K +11,902 +7%
OMC
54
Old Mission Capital
Illinois
$9.81M +$8.15M +143,113 +422%
HTC
55
Haverford Trust Company
Pennsylvania
$9.69M -$28K -491 -0.3%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$9.45M +$662K +11,628 +7%
JIC
57
Johnson Investment Counsel
Ohio
$9.09M -$8.37K -147 -0.1%
RJA
58
Raymond James & Associates
Florida
$9.04M -$210K -3,682 -2%
Osaic Holdings
59
Osaic Holdings
Arizona
$8.88M +$648K +11,372 +8%
PCIA
60
Prime Capital Investment Advisors
Kansas
$8.58M +$8.82M +154,809 New
Creative Planning
61
Creative Planning
Kansas
$8.42M -$31.6K -555 -0.4%
CCC
62
Crescent Capital Consulting
Louisiana
$8.41M -$3.92M -68,736 -31%
KPW
63
Kore Private Wealth
New York
$8.36M +$425K +7,457 +5%
MC
64
Martin & Co
Tennessee
$8.24M +$1.15M +20,218 +16%
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
$8.06M – – –
COCM
66
Charter Oak Capital Management
New Hampshire
$8.03M +$12K +210 +0.1%
ST
67
Sageworth Trust
Pennsylvania
$8.02M – – –
LPL Financial
68
LPL Financial
California
$8M +$2.73M +47,970 +50%
HW
69
Hancock Whitney
Mississippi
$7.94M -$377K -6,610 -4%
WT
70
Whittier Trust
California
$7.81M -$180K -3,163 -2%
CWG
71
Cornerstone Wealth Group
North Carolina
$7.37M +$365K +6,400 +5%
Prudential Financial
72
Prudential Financial
New Jersey
$7.1M +$80.9K +1,420 +1%
WTC
73
WhitTier Trust Company
Nevada
$6.95M -$57.8K -1,014 -0.8%
NEIRG
74
New England Investment & Retirement Group
Massachusetts
$6.79M -$210K -3,692 -3%
S
75
SignatureFD
Georgia
$6.73M -$315K -5,536 -4%
1 2
3
4 5

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.