iShares MSCI ACWI ETF (ACWI) Institutional Ownership

$112.77

+1.32 (+1.18%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Ratings Short Interest Trends

Current Institutional Ownership Percentage: 61.52%
Number of Institutional Buyers (last 12 months): 343
Total Institutional Inflows (last 12 months): $4.37B

Number of Institutional Sellers (last 12 months): 286
Total Institutional Outflows (last 12 months): $3.17B

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ACWI Institutional Buying and Selling by Quarter

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iShares MSCI ACWI ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	K.J. Harrison & Partners Inc	12,869	$1.45M	0.2%	+10.2%	0.008%
7/26/2024	Cambridge Investment Research Advisors Inc.	61,373	$6.90M	0.0%	+5.6%	0.037%
7/26/2024	AlphaStar Capital Management LLC	8,307	$934K	0.1%	+20.5%	0.005%
7/26/2024	Saxony Capital Management LLC	23,675	$2.66M	2.9%	-23.1%	0.014%
7/26/2024	Bank of New York Mellon Corp	491,826	$55.28M	0.0%	-19.0%	0.298%
7/25/2024	AMG National Trust Bank	16,442	$1.85M	0.0%	+5.0%	0.010%
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7/25/2024	Aries Wealth Management	19,755	$2.22M	0.7%	+3.2%	0.012%
7/25/2024	SNS Financial Group LLC	32,017	$3.60M	0.4%	-1.3%	0.019%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	27,749	$3.12M	0.3%	+0.5%	0.017%
7/24/2024	Quotient Wealth Partners LLC	6,116	$687K	0.0%	-51.3%	0.004%
7/24/2024	Charter Oak Capital Management LLC	86,159	$9.68M	1.0%	-1.4%	0.052%
7/24/2024	Catalyst Private Wealth LLC	17,140	$1.93M	1.0%	-17.7%	0.010%
7/24/2024	Arcus Capital Partners LLC	23,221	$2.61M	1.0%	-0.9%	0.014%
7/24/2024	DT Investment Partners LLC	83,248	$9.36M	0.8%	-0.6%	0.050%
7/23/2024	All Season Financial Advisors Inc.	17,473	$1.96M	1.8%	+41.4%	0.010%
7/23/2024	Oak Family Advisors LLC	2,828	$318K	0.1%	N/A	0.002%
7/23/2024	Macroview Investment Management LLC	1,150	$129K	0.1%	+257.1%	0.001%
7/23/2024	Ayalon Insurance Comp Ltd.	186,026	$20.91M	6.9%	+12.4%	0.111%
7/23/2024	Amplius Wealth Advisors LLC	65,981	$7.42M	0.8%	-2.4%	0.039%
7/22/2024	Fifth Third Bancorp	14,827	$1.67M	0.0%	+1.2%	0.009%
7/22/2024	Chevy Chase Trust Holdings LLC	14,412	$1.62M	0.0%	-0.8%	0.009%
7/22/2024	Harel Insurance Investments & Financial Services Ltd.	40,254	$4.51M	0.1%	+38.5%	0.024%
7/20/2024	Continuum Advisory LLC	247	$28K	0.0%	N/A	0.000%
7/20/2024	Madrona Financial Services LLC	47,547	$5.34M	1.6%	-2.2%	0.028%
7/20/2024	Raymond James Financial Services Advisors Inc.	165,518	$18.60M	0.0%	+12.2%	0.099%
7/20/2024	Nisa Investment Advisors LLC	200,000	$22.48M	0.1%	N/A	0.119%
7/19/2024	Raymond James & Associates	166,940	$18.76M	0.0%	+12.8%	0.100%
7/19/2024	Verger Capital Management LLC	264,291	$29.71M	15.1%	+0.5%	0.158%
7/19/2024	Hoxton Planning & Management LLC	3,365	$378K	0.2%	-17.9%	0.002%
7/19/2024	Unique Wealth LLC	31,818	$3.58M	0.9%	+113.5%	0.019%
7/19/2024	Well Done LLC	31,031	$3.49M	0.7%	-4.3%	0.019%
7/18/2024	Blue Trust Inc.	380,401	$41.89M	0.6%	-0.6%	0.227%
7/18/2024	Pure Financial Advisors LLC	14,501	$1.63M	0.0%	+10.4%	0.009%
7/17/2024	Atwater Malick LLC	42,322	$4.76M	1.6%	+0.2%	0.025%
7/17/2024	Astoria Strategic Wealth Inc.	14,323	$1.61M	0.5%	-3.5%	0.009%
7/17/2024	Midwest Heritage Bank FSB	15,817	$1.78M	0.9%	+8.7%	0.009%
7/17/2024	Archford Capital Strategies LLC	7,169	$806K	0.1%	+75.5%	0.004%
7/17/2024	Sharkey Howes & Javer	7,595	$854K	0.1%	-81.5%	0.005%
7/17/2024	AdvisorNet Financial Inc	12,460	$1.40M	0.1%	-3.8%	0.007%
7/17/2024	IAG Wealth Partners LLC	779	$88K	0.0%	N/A	0.000%
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7/16/2024	Envestnet Portfolio Solutions Inc.	14,761	$1.66M	0.0%	-1.2%	0.009%
7/16/2024	Bremer Bank National Association	280,030	$31.48M	6.1%	-24.6%	0.167%
7/16/2024	Great Valley Advisor Group Inc.	383,186	$43.07M	1.2%	+4.1%	0.229%
7/16/2024	Lee Johnson Capital Management LLC	341,056	$38.34M	19.6%	N/A	0.203%
7/16/2024	Wealth Enhancement Advisory Services LLC	213,652	$24.01M	0.1%	+10.3%	0.127%
7/16/2024	Diversified Trust Co	35,336	$3.97M	0.1%	+8.6%	0.021%
7/16/2024	Burke & Herbert Bank & Trust Co.	3,127	$351K	0.1%	N/A	0.002%
7/16/2024	Alhambra Investment Management LLC	10,763	$1.21M	0.7%	+42.9%	0.006%
7/16/2024	Ashford Advisors LLC	120,428	$13.54M	3.3%	+0.1%	0.072%
7/16/2024	Sequoia Financial Advisors LLC	1,236,631	$139.00M	1.7%	+4.5%	0.738%
7/16/2024	Alpha Cubed Investments LLC	5,212	$586K	0.0%	+88.7%	0.003%
7/16/2024	LVW Advisors LLC	4,705	$529K	0.1%	-11.6%	0.003%
7/15/2024	Dynamic Advisor Solutions LLC	1,921	$216K	0.0%	-17.9%	0.001%
7/15/2024	Aspiriant LLC	130,493	$14.67M	0.6%	-0.4%	0.078%
7/12/2024	Columbus Macro LLC	9,461	$1.09M	0.4%	-1.0%	0.006%
7/12/2024	SG Americas Securities LLC	77,761	$8.74M	0.1%	-43.5%	0.046%
7/12/2024	Capital Investment Advisors LLC	6,597	$742K	0.0%	-13.2%	0.004%
7/11/2024	OLD National Bancorp IN	12,296	$1.38M	0.0%	-9.3%	0.007%
7/11/2024	John W. Brooker & Co. CPAs	17,469	$1.96M	1.0%	-3.4%	0.010%
7/11/2024	Cherrydale Wealth Management LLC	10,381	$1.17M	0.5%	+0.8%	0.006%
7/11/2024	Clarus Wealth Advisors	14,794	$1.71M	0.9%	N/A	0.009%
7/11/2024	Clarius Group LLC	34,570	$3.89M	0.3%	-21.9%	0.021%
7/11/2024	Smith Anglin Financial LLC	1,999	$225K	0.0%	-5.1%	0.001%
7/10/2024	Cyr Financial Inc.	3,273	$368K	0.4%	N/A	0.002%
7/10/2024	RDA Financial Network	22,257	$2.50M	0.8%	-3.4%	0.013%
7/10/2024	PFW Advisors LLC	21,813	$2.45M	0.8%	+5.1%	0.013%
7/10/2024	CWM LLC	88,627	$9.96M	0.0%	+3.6%	0.053%
7/10/2024	Sunflower Bank N.A.	13,177	$1.48M	0.3%	-9.4%	0.008%
7/9/2024	Lynx Investment Advisory	875	$98K	0.1%	N/A	0.001%
7/9/2024	Mather Group LLC.	7,336	$808K	0.0%	+57.6%	0.004%
7/9/2024	Great Waters Wealth Management	12,607	$1.42M	0.2%	-5.4%	0.008%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	714	$81K	0.0%	-87.7%	0.000%
7/5/2024	Stonehearth Capital Management LLC	67,194	$7.55M	3.2%	+0.2%	0.040%
7/2/2024	Massmutual Trust Co. FSB ADV	32,299	$3.63M	0.1%	-6.8%	0.019%
7/2/2024	Transcend Capital Advisors LLC	5,113	$575K	0.0%	N/A	0.003%
6/11/2024	American Trust	6,660	$733K	0.1%	-3.7%	0.004%
5/24/2024	Cetera Advisors LLC	29,607	$3.26M	0.0%	+479.1%	0.018%
5/24/2024	Cetera Investment Advisers	69,450	$7.65M	0.0%	+102.5%	0.042%
5/23/2024	Austin Wealth Management LLC	23,899	$2.67M	0.7%	-3.0%	0.014%
5/21/2024	Atria Investments Inc	46,291	$5.10M	0.1%	-4.2%	0.028%
5/20/2024	Independent Wealth Network Inc.	40,521	$4.46M	2.1%	-1.0%	0.024%
5/17/2024	First Citizens Asset Management Inc.	4,699	$518K	0.2%	-13.5%	0.003%
5/17/2024	Comerica Bank	83,514	$9.20M	0.0%	-24.6%	0.050%
5/16/2024	Jane Street Group LLC	8,834,809	$972.98M	0.2%	+804.0%	5.290%
5/16/2024	WMS Partners LLC	70,060	$7.72M	0.5%	-12.0%	0.042%
5/16/2024	Waverly Advisors LLC	76,768	$8.45M	0.2%	+60.3%	0.046%
5/16/2024	Zurich Insurance Group Ltd FI	50,304	$5.51M	0.1%	+1,467.6%	0.030%
5/15/2024	Price T Rowe Associates Inc. MD	14,893	$1.64M	0.0%	N/A	0.009%
5/15/2024	Cornerstone Partners Capital Management LLC	258,541	$28.47M	1.9%	-22.3%	0.155%
5/15/2024	Lazard Asset Management LLC	31,595	$3.48M	0.0%	-87.8%	0.019%
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5/14/2024	Capital World Investors	26,799	$2.95M	0.0%	-55.9%	0.016%
5/14/2024	Capital Research Global Investors	10,040	$1.11M	0.0%	-58.0%	0.006%
5/14/2024	Toronto Dominion Bank	1,050,000	$115.64M	0.2%	-80.2%	0.629%
5/14/2024	Capital International Investors	184,286	$20.30M	0.0%	-62.4%	0.110%
5/14/2024	Capital Group Private Client Services Inc.	36,878	$4.06M	0.0%	-99.1%	0.022%
5/14/2024	Axxcess Wealth Management LLC	3,257	$359K	0.0%	-6.4%	0.002%
5/14/2024	EP Wealth Advisors LLC	29,594	$3.26M	0.0%	-2.8%	0.018%
5/14/2024	Freestone Capital Holdings LLC	39,615	$4.36M	0.2%	+23.3%	0.024%
5/14/2024	Northwest Wealth Management LLC	3,430	$378K	0.1%	-7.0%	0.002%
5/14/2024	Crewe Advisors LLC	2,111	$232K	0.0%	+160.3%	0.001%

(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, 666 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), Jane Street Group LLC ($972.98M), UBS Group AG ($602.75M), 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 550 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 ($84.29M), National Bank of Canada FI ($8.93M), Bank of Nova Scotia ($7.92M), Jane Street Group LLC ($7.86M), Toronto Dominion Bank ($7.68M), Mayo Clinic ($3.99M), and Cibc World Markets Corp ($3.54M).

How much institutional buying is happening at iShares MSCI ACWI ETF?: Institutional investors have bought a total of 178,835,172 shares in the last 24 months. This purchase volume represents approximately $20.15B in transactions.
Which iShares MSCI ACWI ETF major shareholders have been selling company stock?: Of the 417 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: Toronto Dominion Bank ($8.79M), National Bank of Canada FI ($7.07M), Bank of Nova Scotia ($7.02M), Healthcare of Ontario Pension Plan Trust Fund ($4.60M), MKP Capital Management L.L.C. ($4.26M), Capital Group Private Client Services Inc. ($4.17M), and Bessemer Group Inc. ($3.23M).
How much institutional selling is happening at iShares MSCI ACWI ETF?: Institutional investors have sold a total of 74,897,984 shares in the last 24 months. This volume of shares sold represents approximately $9.29B in transactions.