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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
GLLW
101
Graves Light Lenhart Wealth
Virginia
$3.39M -$35.6K -625 -1%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$3.32M +$773K +13,567 +29%
HCM
103
Hollencrest Capital Management
California
$3.21M – – –
Brown Advisory
104
Brown Advisory
Maryland
$3.21M +$7.01K +123 +0.2%
SFG
105
Sage Financial Group
Pennsylvania
$3.13M -$102K -1,798 -3%
VWA
106
VERITY Wealth Advisors
United States
$3.12M – – –
CCA
107
Cobblestone Capital Advisors
New York
$3.08M +$43.9K +770 +1%
SMF
108
Sterling Manor Financial
New York
$2.95M -$61.7K -1,084 -2%
BWG
109
Beta Wealth Group
California
$2.92M +$163K +2,854 +6%
KAS
110
Kestra Advisory Services
Texas
$2.79M +$175K +3,066 +6%
FEG
111
Fund Evaluation Group
Ohio
$2.78M -$251K -4,400 -8%
Jennison Associates
112
Jennison Associates
New York
$2.63M +$2.71M +47,521 New
ASN
113
Advisory Services Network
Georgia
$2.59M -$854 -15 -0%
ARG
114
Advisory Resource Group
Oklahoma
$2.54M -$3.32M -58,279 -56%
AI
115
Ariel Investments
Illinois
$2.52M – – –
SBL
116
Sargent Bickham Lagudis
Colorado
$2.35M -$306K -5,373 -11%
MDSL
117
M.D. Sass LLC
New York
$2.34M – – –
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$2.27M -$3.87K -68 -0.2%
CL
119
CIM LLC
New York
$2.25M -$196K -3,447 -8%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$2.25M – – –
HCMT
121
Highland Capital Management (Tennessee)
Tennessee
$2.24M – – –
V
122
Veritable
Delaware
$2.21M – – –
OFA
123
Oak Family Advisors
Illinois
$2.19M -$58.4K -1,025 -3%
CG
124
Colony Group
Massachusetts
$2.16M -$768K -13,483 -26%
SCA
125
Stonebridge Capital Advisors
Minnesota
$2.15M -$2.29M -40,155 -51%
3 4
5
6 7

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.