We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

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: 357399 (+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: 1717 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$498M +$263M +4,677,140 +109%
Morgan Stanley
2
Morgan Stanley
New York
$264M +$39.5M +701,743 +17%
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229M +$113 +2 +0%
JP Morgan Chase
4
JP Morgan Chase
New York
$163M +$2.86M +50,758 +2%
BlackRock
5
BlackRock
New York
$147M +$19.5M +346,148 +15%
UBS Group
6
UBS Group
Switzerland
$140M -$8.57M -152,418 -6%
RFC
7
Regions Financial Corp
Alabama
$123M +$22.9M +406,676 +23%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$110M -$29.1M -516,931 -21%
Goldman Sachs
9
Goldman Sachs
New York
$77M -$13.5M -240,605 -15%
GT
10
Glenmede Trust
Pennsylvania
$74.7M +$1.43M +25,386 +2%
ANTB
11
AMG National Trust Bank
Colorado
$74.3M +$472K +8,389 +0.6%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$64.5M +$14.4M +256,650 +28%
GAB
13
German American Bancorp
Indiana
$56.4M +$1.04M +18,566 +2%
CIA
14
Capital Investment Advisors
Georgia
$52.1M -$3.93M -69,850 -7%
Franklin Resources
15
Franklin Resources
California
$48.8M -$3.74M -66,546 -7%
Lazard Asset Management
16
Lazard Asset Management
New York
$48.4M +$24.8M +440,901 +103%
LPT
17
Legacy Private Trust
Wisconsin
$46.6M +$426K +7,577 +0.9%
Ameriprise
18
Ameriprise
Minnesota
$44.9M +$6.25M +111,080 +16%
TIM
19
Thornburg Investment Management
New Mexico
$40.8M +$18M +319,409 +77%
GAG
20
GM Advisory Group
New York
$34.7M +$2.66M +47,259 +8%
Polen Capital Management
21
Polen Capital Management
Florida
$32.1M +$31.8M +565,038 +4,409%
Mariner
22
Mariner
Kansas
$32.1M -$574K -10,203 -2%
FTUS
23
Flow Traders U.S.
New York
$30.9M +$25.4M +451,304 +428%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$30.7M -$1.33M -23,706 -4%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$30.5M -$36.1K -642 -0.1%

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.