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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
CAN
176
Cetera Advisor Networks
California
$760K -$24.9K -438 -3%
TWM
177
Tolleson Wealth Management
Texas
$752K
FNBOO
178
First National Bank of Omaha
Nebraska
$749K +$73.2K +1,285 +11%
HF
179
HRT Financial
New York
$728K +$749K +13,150 New
FH
180
FWG Holdings
Florida
$720K +$157K +2,748 +27%
FA
181
Financial Advisors
Massachusetts
$719K
Polen Capital Management
182
Polen Capital Management
Florida
$710K +$300K +5,265 +70%
DWMG
183
DB Wealth Management Group
California
$706K -$14.8K -259 -2%
RCA
184
Ranch Capital Advisors
Florida
$697K -$16.7K -293 -2%
NHC
185
Nicholas Hoffman & Company
Georgia
$687K
AIA
186
Avalon Investment & Advisory
Texas
$664K +$54.5K +957 +9%
GRP
187
Global Retirement Partners
California
$660K +$8.2K +144 +1%
ACI
188
Alpha Cubed Investments
California
$648K -$1.91M -33,610 -74%
OFS
189
Oldfather Financial Services
Nebraska
$645K
QCG
190
Quadrant Capital Group
Ohio
$631K
CB
191
Community Bank
New York
$629K +$305K +5,352 +89%
IIC
192
Ironwood Investment Counsel
Arizona
$628K
SAMT
193
Select Asset Management & Trust
Pennsylvania
$627K -$31.3K -550 -5%
PAG
194
Private Advisor Group
New Jersey
$610K +$310K +5,436 +98%
AIM
195
Allen Investment Management
New York
$598K +$38.2K +671 +7%
NEPPG
196
New England Professional Planning Group
Rhode Island
$564K -$797 -14 -0.1%
HCA
197
Heck Capital Advisors
Wisconsin
$555K -$20.7K -363 -3%
AWM
198
AllSquare Wealth Management
New York
$553K +$6.95K +122 +1%
HCM
199
Howland Capital Management
Massachusetts
$540K
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$538K +$7.86K +138 +1%

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.