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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
FT
76
Fiduciary Trust
Massachusetts
$6.68M -$26.8K -470 -0.4%
AWA
77
Aaron Wealth Advisors
Illinois
$6.48M -$842K -14,780 -11%
AC
78
Apella Capital
Connecticut
$6.17M -$5.92K -104 -0.1%
P
79
Pitcairn
Pennsylvania
$6.03M -$6.21K -109 -0.1%
FTUS
80
Flow Traders U.S.
New York
$5.84M +$6M +105,337 New
SLT
81
St Louis Trust
Missouri
$5.21M -$2.29M -40,218 -30%
SHGA
82
Sand Hill Global Advisors
California
$5.07M +$1.5M +26,263 +40%
FMI
83
Factory Mutual Insurance
Massachusetts
$4.99M – – –
PWLP
84
Prio Wealth Limited Partnership
Massachusetts
$4.71M -$75.9K -1,333 -2%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$4.57M -$177K -3,115 -4%
SHWM
86
Smith & Howard Wealth Management
Georgia
$4.37M -$39.6K -695 -0.9%
LNWWM
87
Laird Norton Wetherby Wealth Management
California
$4.3M – – –
TAM
88
Todd Asset Management
Kentucky
$4.28M +$2.32M +40,684 +111%
FHB
89
First Hawaiian Bank
Hawaii
$4.25M -$356K -6,245 -8%
SWPG
90
Strategic Wealth Partners Group
Illinois
$4.23M +$4.35M +76,288 New
HAFS
91
Hapanowicz & Associates Financial Services
Pennsylvania
$4.02M -$161K -2,831 -4%
Bessemer Group
92
Bessemer Group
New Jersey
$3.96M +$13.7K +240 +0.3%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$3.86M -$223K -3,907 -5%
CF
94
Corrigan Financial
Rhode Island
$3.78M -$16.7K -293 -0.4%
PAS
95
Park Avenue Securities
New York
$3.77M +$1.12M +19,609 +41%
JWA
96
JFS Wealth Advisors
Pennsylvania
$3.71M -$316K -5,550 -8%
COF
97
Capital One Financial
Virginia
$3.7M -$28.5K -501 -0.7%
NAM
98
NTV Asset Management
West Virginia
$3.66M -$164K -2,873 -4%
SC
99
Sierra Capital
Florida
$3.64M – – –
CMBA
100
C.M. Bidwell & Associates
Hawaii
$3.52M – – –
2 3
4
5 6

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.