iShares MSCI ACWI ETF (ACWI) Institutional Ownership

$106.75
+1.15 (+1.09%)
(As of 01:04 PM 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)
$11.54B
Number of
Institutional Sellers
(last 12 months)
301
Total
Institutional Outflows
(last 12 months)
$3.28B
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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
4/23/2024Fifth Third Bancorp14,655$1.61M0.0%-7.6%0.008%
4/23/2024Strategic Blueprint LLC17,080$1.88M0.1%-20.8%0.010%
4/23/2024Accurate Wealth Management LLC4,312$451K0.1%N/A0.002%
4/23/2024Raymond James Financial Services Advisors Inc.147,581$16.25M0.0%-21.1%0.086%
4/23/2024Prospect Financial Services LLC8,174$900K0.7%N/A0.005%
4/22/2024Cahaba Wealth Management Inc.60,839$6.70M0.6%-0.3%0.035%
4/22/2024Greystone Financial Group LLC12,680$1.40M0.3%+3.9%0.007%
4/22/2024CKW Financial Group19,115$2.10M0.3%+2.2%0.011%
4/22/2024Raymond James & Associates147,969$16.30M0.0%-66.6%0.086%
4/22/2024Cassia Capital Partners LLC11,577$1.28M0.8%-1.1%0.007%
4/19/2024GenTrust LLC7,729$851K0.1%+4.9%0.004%
4/19/2024Arcus Capital Partners LLC23,433$2.58M0.8%-2.1%0.014%
4/19/2024Madrona Financial Services LLC48,621$5.36M1.9%-1.6%0.028%
4/19/2024Valeo Financial Advisors LLC8,687$957K0.0%-8.0%0.005%
4/19/2024Sivia Capital Partners LLC3,882$428K0.3%N/A0.002%
4/18/2024Naviter Wealth LLC69,707$7.68M1.3%-55.6%0.039%
4/18/2024Congress Wealth Management LLC DE 36,542$4.02M0.1%-2.4%0.021%
4/18/2024LVW Advisors LLC5,321$586K0.1%-49.3%0.003%
4/18/2024SteelPeak Wealth LLC42,385$4.67M0.2%+431.3%0.024%
4/16/2024Atwater Malick LLC42,221$4.65M1.6%+5.9%0.024%
4/16/2024Wealth Enhancement Advisory Services LLC193,714$21.33M0.1%-0.9%0.109%
4/15/2024Sandbox Financial Partners LLC41,218$4.54M1.9%+0.9%0.023%
4/15/2024Aspiriant LLC131,024$14.43M0.6%-0.2%0.074%
4/15/2024Atlas Capital Advisors LLC7,574$834K0.1%+38.8%0.004%
4/15/2024Financial Enhancement Group LLC51,724$5.55M0.9%+1.8%0.029%
4/15/2024Henrickson Nauta Wealth Advisors Inc.10,301$1.12M0.5%-1.1%0.006%
4/15/2024Ayalon 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%
4/11/2024 RDA Financial Network23,041$2.54M0.9%-0.9%0.013%
4/11/2024 Catalyst Private Wealth LLC20,824$2.29M1.2%+12.0%0.012%
4/11/2024 Unique Wealth LLC14,906$1.64M0.5%N/A0.008%
4/11/2024 ONE Advisory Partners LLC3,966$437K0.2%-9.0%0.002%
4/11/2024 Independent Wealth Network Inc.28,604$3.15M8.2%-30.1%0.016%
4/11/2024 PFW Advisors LLC20,762$2.29M0.7%+18.2%0.012%
4/10/2024 LexAurum Advisors LLC47,291$5.21M1.3%-0.5%0.027%
4/9/2024 Massmutual Trust Co. FSB ADV34,641$3.82M0.1%-3.1%0.019%
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4/9/2024 Great Waters Wealth Management13,320$1.47M0.2%-2.0%0.007%
4/9/2024 Mather Group LLC.4,654$474K0.0%+2.2%0.003%
4/5/2024 NBC Securities Inc.8,529$939K0.1%-6.2%0.005%
4/2/2024 Stonehearth Capital Management LLC67,032$7.38M3.3%+241.0%0.037%
3/22/2024Cooksen Wealth LLC732$74K0.1%N/A0.000%
3/21/2024Grayhawk Investment Strategies Inc.2,240$228K0.1%N/A0.001%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund93,600$9.53M0.0%+836.0%0.051%
3/15/2024Cape ANN Savings Bank3,713$379K0.3%-11.9%0.002%
3/5/2024Wellington Management Group LLP102,681$10.45M0.0%-31.9%0.056%
3/4/2024Vima LLC411$42K0.1%N/A0.000%
2/29/2024Scarborough Advisors LLC877$89K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC30,445$3.10M0.0%-3.9%0.017%
2/26/2024Centaurus Financial Inc.126,704$12.90M1.0%+1.3%0.070%
2/23/2024Chicago Partners Investment Group LLC4,738$485K0.0%-8.7%0.003%
2/21/2024Adroit Compliance LLC24,412$2.48M0.7%N/A0.013%
2/21/2024Austin Wealth Management LLC24,626$2.59M0.7%-3.3%0.014%
2/20/2024Able Wealth Management LLC62,831$6.39M5.8%N/A0.035%
2/16/2024DRW Securities LLC193,172$19.66M0.3%+151.3%0.106%
2/15/2024OLD Mission Capital LLC159,429$16.23M0.3%-23.6%0.088%
2/15/2024Oxford Financial Group LTD. LLC258,406$26.30M1.9%+21.4%0.142%
2/15/2024Grayhawk Investment Strategies Inc.2,240$228K0.3%N/A0.001%
2/15/2024Brandywine Managers LLC300,131$30.54M33.4%+32.3%0.165%
2/15/2024Cantor Fitzgerald L. P.13,056$1.33M0.3%-40.0%0.007%
2/15/2024MayTech Global Investments LLC1,273$130K0.0%+184.2%0.001%
2/14/2024Waverly Advisors LLC47,898$4.88M0.2%+7.5%0.026%
2/14/2024Vivaldi Capital Management LP36,036$3.73M1.1%-2.8%0.020%
2/14/2024Northwest Wealth Management LLC3,688$375K0.1%+4.6%0.002%
2/14/2024Greystone Financial Group LLC12,204$1.24M0.3%+12.8%0.007%
2/14/2024MGO One Seven LLC50,419$5.13M0.3%+2.8%0.028%
2/14/2024Cresset Asset Management LLC266,062$27.08M0.2%+93.5%0.146%
2/14/2024Waddell & Associates LLC26,129$2.66M0.4%-1.2%0.014%
2/14/2024Traction Financial Partners LLC2,277$232K0.2%N/A0.001%
2/14/2024Wescott Financial Advisory Group LLC23,242$2.37M0.3%+20.7%0.013%
2/14/2024Prudential PLC1,176,025$119.68M1.3%-22.2%0.647%
2/14/2024Privium Fund Management UK Ltd35,900$3.62M2.5%N/A0.020%
2/14/2024Angeles Investment Advisors LLC13,000$1.32M0.1%-4.6%0.007%
2/13/2024Cibc World Markets Corp3,500,000$356.20M1.9%N/A1.925%
2/13/2024Joseph Group Capital Management293$30K0.0%+324.6%0.000%
2/13/2024Tower Research Capital LLC TRC 448$46K0.0%+37.8%0.000%
2/13/2024Capital World Investors60,818$6.20M0.0%+141.7%0.033%
2/13/2024Capital Research Global Investors23,882$2.44M0.0%+128.2%0.013%
2/13/2024Capital International Investors490,367$50.00M0.0%+112.0%0.270%
2/13/2024Lake Street Advisors Group LLC21,689$2.21M0.1%-53.1%0.012%
2/13/2024Edge Capital Group LLC4,006$408K0.0%-10.9%0.002%
2/13/2024Mayo Clinic113,737$11.58M71.5%-76.3%0.063%
2/13/2024Hirtle Callaghan & Co LLC27,926$2.84M0.1%+1.6%0.015%
2/13/2024CIBC Private Wealth Group LLC12,203$1.24M0.0%+0.9%0.007%
2/12/2024Partners Capital Investment Group LLP264,294$26.90M0.6%+10.2%0.145%
2/12/2024Peterson Financial Group Inc.3,219$328K0.2%N/A0.002%
2/12/2024Bank of Nova Scotia1,460,745$148.66M0.3%-3.4%0.803%
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2/12/2024Scotia Capital Inc.21,801$2.22M0.0%+46.3%0.012%
2/12/2024Relative Value Partners Group LLC15,889$1.62M0.1%+53.9%0.009%
2/12/2024Dorsey & Whitney Trust CO LLC89,269$9.09M0.7%-0.6%0.049%
2/12/2024Evoke Wealth LLC895,754$91.16M2.0%-1.9%0.493%
2/12/2024Avestar Capital LLC17,895$1.82M0.2%N/A0.010%
2/12/2024Catalytic Wealth RIA LLC4,063$413K0.2%N/A0.002%
2/12/2024NYL Investors LLC91,800$9.34M0.4%+43.9%0.050%
2/12/2024TD Capital Management LLC70,107$7.14M0.8%+0.2%0.039%
2/12/2024New Republic Capital LLC7,406$754K0.5%-21.9%0.004%
2/12/2024TFO Wealth Partners LLC11,329$1.15B0.2%+0.9%0.006%
(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, 667 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 544 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 183,436,046 shares in the last 24 months. This purchase volume represents approximately $22.03B in transactions.

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

Of the 427 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: National Bank of Canada FI ($7.86M), Bank of Nova Scotia ($7.02M), 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. ($3.09M), and Citigroup Inc. ($2.89M).

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

Institutional investors have sold a total of 72,983,677 shares in the last 24 months. This volume of shares sold represents approximately $9.94B in transactions.


This page (NASDAQ:ACWI) was last updated on 4/23/2024 by MarketBeat.com Staff

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