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iShares MSCI ACWI ex US ETF

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: 348357 (+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: 2217 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
126
Washington Capital Management
Washington
$2.1M +$2.16M +37,860 New
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$2.05M +$11.9K +209 +0.6%
MGIA
128
Moneta Group Investment Advisors
Missouri
$2.04M -$513 -9 -0%
Comerica Bank
129
Comerica Bank
Texas
$1.99M -$681K -11,951 -26%
DY
130
Dowling & Yahnke
California
$1.77M +$81.3K +1,428 +5%
RTL
131
Red Tortoise LLC
Georgia
$1.73M +$2.46M +43,232 New
DBT
132
Dubuque Bank & Trust
Iowa
$1.68M -$212K -3,723 -11%
GL
133
Graypoint LLC
New York
$1.59M +$45.9K +806 +3%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$1.58M +$1.62M +28,500 New
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.55M -$31.9K -560 -2%
IC
136
IEQ Capital
California
$1.54M +$210K +3,688 +15%
CA
137
Clearstead Advisors
Ohio
$1.52M
PCH
138
PGIM Custom Harvest
New Jersey
$1.45M
SAS
139
Sanford Advisory Services
Michigan
$1.45M +$6.55K +115 +0.4%
FF
140
FourThought Financial
Florida
$1.43M +$449K +7,877 +44%
BCA
141
Berman Capital Advisors
Georgia
$1.43M
MCM
142
Mitchell Capital Management
Kansas
$1.41M +$70.8K +1,243 +5%
SIM
143
SSI Investment Management
California
$1.4M -$758K -13,314 -35%
QAM
144
QCI Asset Management
New York
$1.35M
BF
145
BOK Financial
Oklahoma
$1.34M +$1.37M +24,130 New
SC
146
Scotia Capital
Ontario, Canada
$1.32M +$12.3K +216 +0.9%
FHA
147
First Horizon Advisors
Tennessee
$1.3M -$19.8K -348 -1%
WB
148
Webster Bank
Connecticut
$1.26M +$309K +5,430 +32%
N
149
Nuveen
North Carolina
$1.21M
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$1.19M -$485K -8,512 -28%

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.