iShares MSCI ACWI ETF (ACWI) Institutional Ownership

$109.38
-0.06 (-0.05%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares MSCI ACWI ETF (NASDAQ:ACWI)

Current
Institutional Ownership
Percentage
61.52%
Number of
Institutional Buyers
(last 12 months)
353
Total
Institutional Inflows
(last 12 months)
$11.79B
Number of
Institutional Sellers
(last 12 months)
303
Total
Institutional Outflows
(last 12 months)
$3.07B
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ACWI Institutional Buying and Selling by Quarter

iShares MSCI ACWI ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Sheets Smith Wealth Management7,753$854K0.1%-3.6%0.005%
5/8/2024P E Global LLC2,367,699$260.76M69.6%N/A1.418%
5/8/2024Bleakley Financial Group LLC19,449$2.14M0.1%-2.0%0.012%
5/8/2024US Bancorp DE254,944$28.08M0.0%-4.0%0.153%
5/8/2024Headlands Technologies LLC3,154$347K0.1%+341.7%0.002%
5/7/2024Choate Investment Advisors10,058$1.11M0.0%+19.6%0.006%
5/7/2024Atomi Financial Group Inc.3,684$406K0.0%N/A0.002%
5/7/202449 Wealth Management LLC57,958$6.37M1.4%+0.6%0.035%
5/7/2024SIH Partners LLLP19,116$2.11M1.5%+94.7%0.011%
5/7/2024PFG Advisors84,448$9.30M0.7%+16.2%0.051%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,528$609K0.0%-1.8%0.003%
5/7/2024 SG Americas Securities LLC137,646$15.16M0.1%N/A0.082%
5/7/2024 Moneda S.A. Administradora General de Fondos44,727$4.93M2.8%-7.7%0.027%
5/6/2024 Envestnet Portfolio Solutions Inc.14,936$1.65M0.0%-1.9%0.009%
5/6/2024 Leuthold Group LLC1,933$213K0.0%N/A0.001%
5/6/2024 SYM FINANCIAL Corp15,239$1.68M0.3%-1.0%0.009%
5/6/2024 Advisory Alpha LLC5,993$660K0.0%-12.0%0.004%
5/6/2024 Financial Council LLC38,297$4.22M2.5%-0.5%0.023%
5/3/2024 Signaturefd LLC27,222$3.00M0.1%+0.8%0.016%
5/3/2024 Avidian Wealth Solutions LLC17,752$1.96M0.1%-47.3%0.011%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC1,977$218K0.1%N/A0.001%
5/3/2024 Chevy Chase Trust Holdings LLC14,523$1.60M0.0%-9.9%0.009%
5/3/2024 Whittier Trust Co.7,517$828K0.0%-13.7%0.004%
5/2/2024 USAdvisors Wealth Management LLC47,054$5.18M1.9%-4.1%0.028%
5/2/2024 Peregrine Asset Advisers Inc.10,719$1.18M0.5%-1.3%0.006%
5/2/2024 Jennison Associates LLC9,152$1.01M0.0%-59.5%0.005%
5/2/2024 FinTrust Capital Advisors LLC8,785$967K0.2%-40.5%0.005%
5/2/2024 Consolidated Planning Corp2,006$221K0.0%-5.7%0.001%
5/2/2024 Quent Capital LLC697$77K0.0%+2,148.4%0.000%
5/2/2024 St. Louis Trust Co27,496$3.03M0.5%-8.9%0.016%
5/2/2024 Palisade Asset Management LLC1,749$193K0.0%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC11,601$1.28M0.0%-75.2%0.007%
5/1/2024 Blue Trust Inc.382,888$42.17M0.6%+6.3%0.228%
5/1/2024 Mirae Asset Global Investments Co. Ltd.421,823$46.46M0.1%-20.9%0.251%
5/1/2024 Concourse Financial Group Securities Inc.3,862$425K0.0%+19.8%0.002%
5/1/2024 Sequoia Financial Advisors LLC1,183,019$130.29M1.6%+3.6%0.703%
4/30/2024 Private Advisor Group LLC7,876$867K0.0%-1.5%0.005%
4/30/2024 Saxony Capital Management LLC30,787$3.39M4.1%+0.5%0.018%
4/30/2024 HB Wealth Management LLC21,072$2.32M0.0%+0.5%0.013%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.29,054$3.19M0.1%-60.4%0.017%
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4/30/2024 Macroview Investment Management LLC322$35K0.0%-78.1%0.000%
4/30/2024 Naples Global Advisors LLC4,485$494K0.1%-2.7%0.003%
4/30/2024 Perigon Wealth Management LLC4,427$488K0.0%-15.2%0.003%
4/30/2024 Privium Fund Management UK Ltd168,640$18.42M9.2%+369.7%0.100%
4/29/2024Commonwealth Equity Services LLC39,901$4.39M0.0%-14.3%0.024%
4/29/2024 RWA Wealth Partners LLC15,233$1.68M0.0%-13.8%0.009%
4/27/2024 K.J. Harrison & Partners Inc11,681$1.29M0.2%+7.7%0.007%
4/26/2024 Plan Group Financial LLC73,441$8.09M5.3%+13.1%0.043%
4/26/2024 Ashford Advisors LLC120,285$13.25M3.3%+206.9%0.070%
4/26/2024 Crestone Asset Management LLC205,614$22.64M4.6%+18.3%0.120%
4/26/2024 YHB Investment Advisors Inc.29,425$3.24M0.3%-18.7%0.017%
4/26/2024 Sage Advisory Services Ltd.Co.8,841$974K0.3%-14.1%0.005%
4/26/2024 Mesirow Financial Investment Management Inc.14,858$1.64M0.0%N/A0.009%
4/26/2024 Bogart Wealth LLC691,221$76.12M3.9%+0.6%0.405%
4/25/2024 Capital Investment Advisory Services LLC15,467$1.70M0.2%-8.8%0.009%
4/25/2024 Simplex Trading LLC24,011$2.64M0.0%+2,335.2%0.014%
4/25/2024 Valeo Financial Advisors LLC8,757$935K0.0%-7.2%0.005%
4/25/2024 Cambridge Investment Research Advisors Inc.58,119$6.40M0.0%+6.1%0.034%
4/25/2024 Christopher J. Hasenberg Inc870$96K0.0%N/A0.001%
4/24/2024 Fulcrum Equity Management4,276$471K0.6%-70.4%0.002%
4/24/2024 Simplicity Wealth LLC23,087$2.54M0.1%N/A0.013%
4/24/2024 Midwest Heritage Bank FSB14,554$1.60M0.8%-8.8%0.008%
4/24/2024 Essex Financial Services Inc.4,015$442K0.0%-2.4%0.002%
4/24/2024 Solstein Capital LLC1,281$141K0.1%-57.9%0.001%
4/24/2024 Capasso Planning Partners LLC3,755$414K0.2%+13.5%0.002%
4/23/2024 Charter Oak Capital Management LLC87,358$9.62M1.0%-0.5%0.051%
4/23/2024 BSW Wealth Partners31,876$3.51M0.6%+1.8%0.018%
4/23/2024 Global Retirement Partners LLC8,396$925K0.0%-4.5%0.005%
4/23/2024 Fifth Third Bancorp14,655$1.61M0.0%-7.6%0.008%
4/23/2024 Strategic Blueprint LLC17,080$1.88M0.1%-20.8%0.010%
4/23/2024 Accurate Wealth Management LLC4,312$451K0.1%N/A0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.147,581$16.25M0.0%-21.1%0.086%
4/23/2024 Prospect Financial Services LLC8,174$900K0.7%N/A0.005%
4/22/2024 Cahaba Wealth Management Inc.60,839$6.70M0.6%-0.3%0.035%
4/22/2024 Greystone Financial Group LLC12,680$1.40M0.3%+3.9%0.007%
4/22/2024 CKW Financial Group19,115$2.10M0.3%+2.2%0.011%
4/22/2024 Raymond James & Associates147,969$16.30M0.0%-66.6%0.086%
4/22/2024 Cassia Capital Partners LLC11,577$1.28M0.8%-1.1%0.007%
4/19/2024 GenTrust LLC7,729$851K0.1%+4.9%0.004%
4/19/2024 Arcus Capital Partners LLC23,433$2.58M0.8%-2.1%0.014%
4/19/2024 Madrona Financial Services LLC48,621$5.36M1.9%-1.6%0.028%
4/19/2024 Valeo Financial Advisors LLC8,687$957K0.0%-8.0%0.005%
4/19/2024 Sivia Capital Partners LLC3,882$428K0.3%N/A0.002%
4/18/2024 Naviter Wealth LLC69,707$7.68M1.3%-55.6%0.039%
4/18/2024 Congress Wealth Management LLC DE 36,542$4.02M0.1%-2.4%0.021%
4/18/2024 LVW Advisors LLC5,321$586K0.1%-49.3%0.003%
4/18/2024 SteelPeak Wealth LLC42,385$4.67M0.2%+431.3%0.024%
4/16/2024 Atwater Malick LLC42,221$4.65M1.6%+5.9%0.024%
4/16/2024 Wealth Enhancement Advisory Services LLC193,714$21.33M0.1%-0.9%0.109%
4/15/2024 Sandbox Financial Partners LLC41,218$4.54M1.9%+0.9%0.023%
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4/15/2024 Aspiriant LLC131,024$14.43M0.6%-0.2%0.074%
4/15/2024 Atlas Capital Advisors LLC7,574$834K0.1%+38.8%0.004%
4/15/2024 Financial Enhancement Group LLC51,724$5.55M0.9%+1.8%0.029%
4/15/2024 Henrickson Nauta Wealth Advisors Inc.10,301$1.12M0.5%-1.1%0.006%
4/15/2024 Ayalon Insurance Comp Ltd.165,430$18.22M6.1%-35.8%0.093%
4/13/2024 Hoxton Planning & Management LLC4,101$452K0.2%-2.9%0.002%
4/13/2024 Columbus Macro LLC9,556$1.05M0.4%-1.4%0.005%
4/13/2024 Sarasin & Partners LLP1,382,440$152.25M1.5%+0.2%0.778%
4/12/2024 Factory Mutual Insurance Co.867,000$95.48M1.1%-23.7%0.488%
4/12/2024 AdvisorNet Financial Inc12,956$1.43M0.1%-5.1%0.007%
(Data available from 1/1/2016 forward)

ACWI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACWI shares?

During the previous two years, 671 institutional investors and hedge funds held shares of iShares MSCI ACWI ETF. The most heavily invested institutionals were TFO Wealth Partners LLC ($1.15B), Morgan Stanley ($1.07B), UBS Group AG ($602.75M), Toronto Dominion Bank ($530.20M), MKP Capital Management L.L.C. ($435.25M), Cibc World Markets Corp ($356.20M), and OVERSEA CHINESE BANKING Corp Ltd ($341.24M).Learn more on ACWI's institutional investors.

What percentage of iShares MSCI ACWI ETF stock is owned by institutional investors?

61.52% of iShares MSCI ACWI ETF stock is owned by institutional investors. Learn more on ACWI's institutional investor holdings.

Which institutional investors have been buying iShares MSCI ACWI ETF stock?

Of the 548 institutional investors that purchased iShares MSCI ACWI ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($84.38M), Bank of Nova Scotia ($11.27M), Toronto Dominion Bank ($10.27M), National Bank of Canada FI ($8.93M), Mayo Clinic ($3.99M), Mirae Asset Global Investments Co. Ltd. ($3.73M), and Healthcare of Ontario Pension Plan Trust Fund ($3.60M).

How much institutional buying is happening at iShares MSCI ACWI ETF?

Institutional investors have bought a total of 186,029,266 shares in the last 24 months. This purchase volume represents approximately $22.29B in transactions.

Which iShares MSCI ACWI ETF major shareholders have been selling company stock?

Of the 424 institutional investors that sold iShares MSCI ACWI ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Nova Scotia ($7.02M), National Bank of Canada FI ($6.80M), Toronto Dominion Bank ($4.53M), Healthcare of Ontario Pension Plan Trust Fund ($4.52M), MKP Capital Management L.L.C. ($4.26M), Mirae Asset Global Investments Co. Ltd. ($3.20M), and Citigroup Inc. ($2.89M).

How much institutional selling is happening at iShares MSCI ACWI ETF?

Institutional investors have sold a total of 70,580,587 shares in the last 24 months. This volume of shares sold represents approximately $9.44B in transactions.


This page (NASDAQ:ACWI) was last updated on 5/9/2024 by MarketBeat.com Staff

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