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iShares MSCI ACWI ex US ETF
ACWX

348 hedge funds and large institutions have $3.03B invested in iShares MSCI ACWI ex US ETF in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 135 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 93

10% more funds holding in top 10

Funds holding in top 10: 20 → 22 (+2)

6% more capital invested

Capital invested by funds: $2.86B → $3.03B (+$164M)

3% more funds holding

Funds holding: 339 → 348 (+9)

0.46% more ownership

Funds ownership: 69.47% → 69.94% (+0.46%)

Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
6.06%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.38%
New
34
Increased
135
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$43.5M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$41M
3
Fidelity International
Fidelity International
Bermuda
+$35.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.9M
5
Bank of America
Bank of America
North Carolina
+$16M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$99.4M
2
Morgan Stanley
Morgan Stanley
New York
-$42M
3
FMI
Factory Mutual Insurance
Massachusetts
-$25.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$24.8M
5
Lazard Asset Management
Lazard Asset Management
New York
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
101
Brown Advisory
Maryland
$3.32M -$414K -7,213 -11%
VWA
102
VERITY Wealth Advisors
United States
$3.24M -$1.9M -33,085 -37%
CCA
103
Cobblestone Capital Advisors
New York
$3.16M -$100K -1,742 -3%
FEG
104
Fund Evaluation Group
Ohio
$3.14M -$4.07M -70,962 -57%
SMF
105
Sterling Manor Financial
New York
$3.12M -$430K -7,489 -12%
CG
106
Colony Group
Massachusetts
$3.02M -$328K -5,714 -10%
BWG
107
Beta Wealth Group
California
$2.86M +$52.7K +918 +2%
PAS
108
Park Avenue Securities
New York
$2.78M +$1.46M +25,370 +110%
SBL
109
Sargent Bickham Lagudis
Colorado
$2.75M +$380K +6,613 +16%
KAS
110
Kestra Advisory Services
Texas
$2.72M +$23.3K +406 +0.9%
ASN
111
Advisory Services Network
Georgia
$2.69M +$24.3K +423 +0.9%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$2.66M +$889K +15,490 +50%
AI
113
Ariel Investments
Illinois
$2.62M – – –
ACI
114
Alpha Cubed Investments
California
$2.61M -$31K -540 -1%
Comerica Bank
115
Comerica Bank
Texas
$2.6M -$143K -2,482 -5%
MDSL
116
M.D. Sass LLC
New York
$2.43M -$241K -4,200 -9%
CL
117
CIM LLC
New York
$2.42M +$11.7K +203 +0.5%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$2.36M +$1.1M +19,107 +87%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$2.33M – – –
OFA
120
Oak Family Advisors
Illinois
$2.33M +$80.4K +1,401 +4%
HCMT
121
Highland Capital Management (Tennessee)
Tennessee
$2.32M – – –
V
122
Veritable
Delaware
$2.3M – – –
SIM
123
SSI Investment Management
California
$2.22M -$2.59M -45,052 -54%
WC
124
Wealth CMT
New Jersey
$2.2M -$37K -644 -2%
MGIA
125
Moneta Group Investment Advisors
Missouri
$2.12M +$1.09K +19 +0.1%
3 4
5
6 7

ACWX Hedge Fund Activity: Q2 2021 in Review

348 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2021, worth a combined $3.03B — up 5.7% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ACWX positions and 20 closed out — a net gain of 14 holders — while 135 added to existing stakes and 93 trimmed.

The largest buyer was New York State Common Retirement Fund, opening a new position worth an estimated $43.5M. The largest seller was Jane Street, exiting entirely with an estimated $99.4M sold.

  • 348 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2021, up from 339 in Q1 2021.
  • Funds reported $3.03B of iShares MSCI ACWI ex US ETF stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 34 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2021 and 20 closed out, a net change of +14 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2021 was New York State Common Retirement Fund, an estimated $43.5M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2021 was Jane Street, an estimated $99.4M sold.

Based on aggregated 13F filings for Q2 2021.