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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
TFCP
151
Twin Focus Capital Partners
Massachusetts
$1.18M +$299K +5,255 +33%
CS
152
Comerica Securities
Michigan
$1.16M -$115K -2,015 -9%
Citigroup
153
Citigroup
New York
$1.15M -$772K -13,553 -39%
MSAGDF
154
Moneda SA Administradora General de Fondos
Chile
$1.08M -$867K -15,216 -44%
MM
155
Main Management
California
$1.08M
BPWM
156
Badgley Phelps Wealth Managers
Washington
$1.07M +$1.1M +19,282 New
AI
157
Atria Investments
North Carolina
$1.05M +$1.08M +18,948 New
Northern Trust
158
Northern Trust
Illinois
$1.04M -$5.56M -97,624 -84%
SFG
159
Summit Financial Group
West Virginia
$1.01M +$36.7K +645 +4%
AWA
160
Acorn Wealth Advisors
Michigan
$988K +$52.6K +923 +5%
PCM
161
Parsons Capital Management
Rhode Island
$971K +$28.5K +500 +3%
PA
162
Pinnacle Associates
New York
$921K
IA
163
IFP Advisors
Florida
$918K +$184K +3,229 +24%
Stifel Financial
164
Stifel Financial
Missouri
$878K +$4.96K +87 +0.6%
MML Investors Services
165
MML Investors Services
Massachusetts
$831K +$34.6K +608 +4%
PVH
166
Psagot Value Holdings
Israel
$817K -$840K -14,750 -50%
UB
167
UMB Bank
Missouri
$814K
CRCM
168
Corbett Road Capital Management
Virginia
$801K -$22.2K -389 -3%
GI
169
Glovista Investments
New Jersey
$800K +$820K +14,393 New
CA
170
Claro Advisors
Massachusetts
$789K -$14.6K -257 -2%
FCH
171
Freestone Capital Holdings
Washington
$785K +$2.68K +47 +0.3%
DWM
172
Dakota Wealth Management
Florida
$783K +$67.2K +1,180 +9%
MFG
173
Magnus Financial Group
New York
$777K +$28.8K +505 +4%
PWMAG
174
Pinnacle Wealth Management Advisory Group
New Jersey
$772K
William Blair & Company
175
William Blair & Company
Illinois
$769K +$2.85K +50 +0.4%

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.