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iShares MSCI ACWI ex US ETF
ACWX

399 hedge funds and large institutions have $3.7B invested in iShares MSCI ACWI ex US ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 145 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 18

56% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 93

17% more capital invested

Capital invested by funds: $3.17B → $3.7B (+$530M)

12% more funds holding

Funds holding: 357 → 399 (+42)

2.51% more ownership

Funds ownership: 70.65% → 73.16% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

Holders
399
Holders Change
+42
Holders Change %
+11.76%
% of All Funds
6.14%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
66
Increased
145
Reduced
93
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$263M
2
Morgan Stanley
Morgan Stanley
New York
+$39.5M
3
Polen Capital Management
Polen Capital Management
Florida
+$31.8M
4
FTUS
Flow Traders U.S.
New York
+$25.4M
5
FMI
Factory Mutual Insurance
Massachusetts
+$25.3M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$39.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$39.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$29.1M
4
Wells Fargo
Wells Fargo
California
-$22.8M
5
Barclays
Barclays
United Kingdom
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
126
Beta Wealth Group
California
$2.92M – – –
SMF
127
Sterling Manor Financial
New York
$2.92M -$41K -728 -1%
ASN
128
Advisory Services Network
Georgia
$2.75M +$155K +2,755 +6%
MML Investors Services
129
MML Investors Services
Massachusetts
$2.59M +$1.77M +31,521 +210%
ARG
130
Advisory Resource Group
Oklahoma
$2.56M +$79.3K +1,410 +3%
AI
131
Ariel Investments
Illinois
$2.53M – – –
Brown Advisory
132
Brown Advisory
Maryland
$2.43M -$797K -14,166 -24%
ASW
133
Astoria Strategic Wealth
Texas
$2.41M +$2.44M +43,350 New
SCA
134
Stonebridge Capital Advisors
Minnesota
$2.37M +$215K +3,825 +10%
RTL
135
Red Tortoise LLC
Georgia
$2.36M -$47K -835 -2%
MDSL
136
M.D. Sass LLC
New York
$2.35M – – –
SAM
137
Silvercrest Asset Management
New York
$2.26M +$2.29M +40,675 New
Baird Financial Group
138
Baird Financial Group
Wisconsin
$2.25M -$2.31K -41 -0.1%
HCMT
139
Highland Capital Management (Tennessee)
Tennessee
$2.25M – – –
V
140
Veritable
Delaware
$2.22M – – –
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$2.15M +$96.8K +1,721 +5%
MCM
142
Mitchell Capital Management
Kansas
$2.15M +$744K +13,223 +52%
COI
143
Connable Office Inc
Michigan
$2.13M +$2.15M +38,239 New
WCM
144
Washington Capital Management
Washington
$2.11M – – –
Cerity Partners
145
Cerity Partners
New York
$2.1M +$2.12M +37,771 New
OFA
146
Oak Family Advisors
Illinois
$2.09M -$111K -1,966 -5%
Comerica Bank
147
Comerica Bank
Texas
$2.06M +$213K +3,795 +11%
WC
148
Wealth CMT
New Jersey
$2.06M +$2.08M +37,060 New
JWCA
149
J.W. Cole Advisors
Florida
$2.06M +$2.08M +37,042 New
DWA
150
Dorsey Wright & Associates
California
$1.98M +$2M +35,637 New
4 5
6
7 8

ACWX Hedge Fund Activity: Q4 2021 in Review

399 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q4 2021, worth a combined $3.7B — up 17% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ACWX positions and 18 closed out — a net gain of 48 holders — while 145 added to existing stakes and 93 trimmed.

The largest buyer was Bank of America, adding an estimated $263M. The largest seller was Jane Street, cutting an estimated $39.6M.

  • 399 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q4 2021, up from 357 in Q3 2021.
  • Funds reported $3.7B of iShares MSCI ACWI ex US ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 66 funds opened new iShares MSCI ACWI ex US ETF positions in Q4 2021 and 18 closed out, a net change of +48 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q4 2021 was Bank of America, an estimated $263M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q4 2021 was Jane Street, an estimated $39.6M sold.

Based on aggregated 13F filings for Q4 2021.