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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

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

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
Bank of America
1
Bank of America
North Carolina
$238M +$14.6M +256,455 +6%
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$228M +$7.99M +140,211 +4%
Morgan Stanley
3
Morgan Stanley
New York
$225M +$7.05M +123,796 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$160M +$146M +2,564,232 +810%
UBS Group
5
UBS Group
Switzerland
$148M +$6.32M +110,954 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$138M -$117M -2,062,115 -45%
BlackRock
7
BlackRock
New York
$127M +$11.2M +196,626 +9%
RFC
8
Regions Financial Corp
Alabama
$99.9M +$17.3M +302,853 +20%
Goldman Sachs
9
Goldman Sachs
New York
$90.1M +$24.1M +423,420 +35%
ANTB
10
AMG National Trust Bank
Colorado
$73.6M +$1.23M +21,597 +2%
GT
11
Glenmede Trust
Pennsylvania
$73.1M +$1.45M +25,369 +2%
CIA
12
Capital Investment Advisors
Georgia
$55.8M -$2.81M -49,258 -5%
GAB
13
German American Bancorp
Indiana
$55.2M +$1.7M +29,918 +3%
Wells Fargo
14
Wells Fargo
California
$52.6M +$21.6M +378,695 +66%
Franklin Resources
15
Franklin Resources
California
$52.3M +$109K +1,905 +0.2%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$50M +$8.22M +144,361 +19%
LPT
17
Legacy Private Trust
Wisconsin
$46.1M +$7.01M +123,090 +17%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$39.6M – – –
Jane Street
19
Jane Street
New York
$39.3M +$40.4M +708,705 New
Ameriprise
20
Ameriprise
Minnesota
$38.5M +$2.1M +36,800 +6%
Mariner
21
Mariner
Kansas
$32.6M +$525K +9,209 +2%
GAG
22
GM Advisory Group
New York
$32M +$2.55M +44,737 +8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$32M +$1.89M +33,261 +6%
GIM
24
Goelzer Investment Management
Indiana
$31M -$766K -13,440 -2%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$30.6M – – –
1
2 3 4 5

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.