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iShares MSCI ACWI ETF (ACWI) Institutional Ownership

iShares MSCI ACWI ETF logo
$154.30 -0.04 (-0.03%)
As of 07/24/2026 04:00 PM Eastern
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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)
503
Total
Institutional Inflows
(last 12 months)
$4.17B
Number of
Institutional Sellers
(last 12 months)
313
Total
Institutional Outflows
(last 12 months)
$2.92B
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ACWI Institutional Buying and Selling by Quarter

iShares MSCI ACWI ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Heck Capital Advisors LLC1,462$229K0.0%-5.9%0.001%
7/10/2026 William Mack & Associates Inc.1,894$297K0.1%N/A0.001%
7/10/2026 G&S Capital LLC15,796$2.48M0.7%+9.2%0.007%
7/10/2026 Wealthcare Advisory Partners LLC1,374$216K0.0%N/A0.001%
7/9/2026 Vertrix Wealth Management LLC5,991$940K0.3%+8.5%0.003%
7/9/2026 Allied Private Wealth LLC300$47K0.0%N/A0.000%
7/9/2026 Great Waters Wealth Management11,623$1.82M0.2%-2.9%0.005%
7/9/2026 Topor & Co. Korea129,879$20.39M16.1%-1.6%0.061%
7/9/2026 Sax Wealth Advisors LLC4,392$689K0.0%N/A0.002%
7/9/2026 Valeo Financial Advisors LLC12,849$2.02M0.0%+2.9%0.006%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.8,421$1.32M0.5%+28.3%0.004%
7/8/2026 Beacon Investment Advisory Services Inc.257,110$40.36M1.5%+34.9%0.122%
7/8/2026 Elmwood Wealth Management Inc.10,751$1.69M0.4%-1.8%0.005%
7/8/2026 Mirabaud & Cie SA10,470$1.64M0.7%N/A0.005%
7/8/2026 Westmount Partners LLC1,343$211K0.0%N/A0.001%
7/7/2026 Avior Wealth Management LLC7,754$1.22M0.0%N/A0.004%
7/7/2026 Arlington Trust Co LLC12,250$1.92M0.2%-2.0%0.006%
7/7/2026 Financial Enhancement Group LLC59,113$9.28M1.1%+0.9%0.028%
7/7/2026 Pathway Financial Advisors LLC241,105$37.65M4.4%-0.5%0.114%
7/7/2026 Cooper Investors PTY Ltd.66,345$10.41M4.8%-20.5%0.031%
7/6/2026 RDA Financial Network23,219$3.65M0.8%+2.4%0.011%
7/6/2026 Trilogy Capital Inc.25,974$4.08M0.2%N/A0.012%
7/2/2026 MassMutual Private Wealth & Trust FSB25,751$4.04M0.1%-1.5%0.012%
6/25/2026Hamilton Wealth LLC2,735$378K0.1%+5.7%0.001%
6/24/2026Redwood Investment Management LLC3,600$498K0.1%-5.3%0.002%
6/22/2026 Sapient Capital LLC16,704$2.31M0.0%+2.5%0.008%
6/9/2026 Rathbones Group PLC27,575$3.82M0.0%+0.8%0.013%
6/8/2026Pine Valley Investments Ltd Liability Co5,115$708K0.0%+9.4%0.002%
6/3/2026Parallel Advisors LLC58,325$8.07M0.1%+1.7%0.028%
6/3/2026NewEdge Advisors LLC17,024$2.36M0.0%+28.3%0.008%
6/1/2026 Financial Solutions Advisory Group Inc.3,669$508K0.1%N/A0.002%
6/1/2026Keel Point LLC36,550$5.06M0.3%+4.3%0.018%
5/29/2026 Mullaney Keating & Wright Inc.61,625$8.53M4.6%+1.2%0.030%
5/27/2026Capasso Planning Partners LLC2,411$334K0.2%+5.6%0.001%
5/26/2026Glenmede Trust Co. NA60,886$8.43M0.0%+9.1%0.029%
5/21/2026J. Derek Lewis & Associates Inc.9,294$1.29M0.3%+25.1%0.004%
5/19/2026Bank of America Corp DE1,384,455$191.57M0.0%+9.7%0.669%
5/19/2026Hamilton Wealth LLC5,470$757K0.1%+111.4%0.003%
5/19/2026Alexander Labrunerie & CO. Inc.3,665$507K0.2%N/A0.002%
5/19/2026Edgestream Partners L.P.3,548$491K0.0%-57.7%0.002%
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5/19/2026Centaurus Financial Inc.138,506$19.17M0.9%+5.1%0.067%
5/18/2026Guardian Partners Inc.165,370$22.88M1.9%N/A0.080%
5/18/2026Royal Bank of Canada463,648$64.15M0.0%-32.4%0.224%
5/16/2026Quantinno Capital Management LP164,794$22.80M0.0%-13.2%0.080%
5/16/2026Lazard Asset Management LLC17,949$2.48M0.0%-44.8%0.009%
5/15/202644 Wealth Management LLC5,505$762K0.3%+139.6%0.003%
5/15/2026Waverly Advisors LLC85,006$11.76M0.1%-0.3%0.041%
5/15/2026Vivaldi Capital Management LP39,054$5.40M0.7%+4.2%0.019%
5/15/2026Bridgewater Advisors Inc.2,707$375K0.0%+7.4%0.001%
5/14/2026 GC Wealth Management RIA LLC9,709$1.34M0.1%-18.7%0.005%
5/14/2026Modern Wealth Management LLC7,042$984K0.0%-11.0%0.003%
5/14/2026Bank of Nova Scotia356,920$49.39M0.1%+206.8%0.173%
5/14/2026Lido Advisors LLC219,746$30.41M0.1%-34.7%0.106%
5/13/2026Cetera Investment Advisers111,218$15.39M0.0%+5.9%0.054%
5/13/2026Aureus Asset Management LLC3,585$496K0.0%N/A0.002%
5/13/2026Cambridge Associates LLC MA ADV274,706$38.01M0.6%+2.7%0.133%
5/13/2026NewEdge Wealth LLC12,558$1.74M0.0%-77.7%0.006%
5/13/2026 First Citizens Bank & Trust Co.15,028$2.08M0.0%+2.8%0.007%
5/13/2026First Trust Advisors LP9,012$1.25M0.0%-34.5%0.004%
5/12/2026Clal Insurance Enterprises Holdings Ltd921,500$127.51M0.8%+360.8%0.446%
5/12/2026Bellwether Advisors LLC5,748$795K0.1%-1.9%0.003%
5/8/2026PNC Financial Services Group Inc.1,388,478$192.12M0.1%+0.1%0.671%
5/8/2026Maimon Wealth Management LTD.1,990$267K0.2%+25.2%0.001%
5/8/2026HF Capital LLC903,075$124.96M52.2%+70.6%0.437%
5/7/2026AlTi Global Inc.90,534$12.53M0.3%+1.5%0.044%
5/7/2026WCM Investment Management LLC70,462$9.46M0.0%-49.6%0.034%
5/7/2026Lowe Brockenbrough & Co. Inc.641,227$88.73M4.4%-1.2%0.310%
5/7/2026 Scarborough Advisors LLC1,247$173K0.0%N/A0.001%
5/7/2026Parallel Advisors LLC58,325$8.07M0.1%+1.7%0.028%
5/7/2026 Sentinel Trust Co. LBA217,968$30.16M3.0%+4.9%0.105%
5/7/2026KBC Group NV7,619$1.05M0.0%+15.3%0.004%
5/6/2026Jennison Associates LLC183,285$25.36M0.0%+1.1%0.089%
5/6/2026Bartlett & CO. Wealth Management LLC945$142K0.0%+90.9%0.000%
5/6/2026Centennial Bank AR87,215$12.07M4.3%+2.8%0.042%
5/6/2026Gryphon Financial Partners LLC120,253$16.64M1.7%+1.3%0.058%
5/6/2026Arcus Capital Partners LLC13,673$1.89M0.7%-32.4%0.007%
5/6/2026Advisortrust Partners LLC229$32K0.0%N/A0.000%
5/6/2026Assetmark Inc.433,891$60.04M0.1%+0.3%0.210%
5/6/2026Barings LLC34,394$4.76M0.1%+2.9%0.017%
5/6/2026Bessemer Group Inc.514,494$71.19M0.1%-28.3%0.249%
5/6/2026 SteelPeak Wealth LLC48,597$6.72M0.2%+73.7%0.023%
5/5/2026Wealthfront Advisers LLC25,262$3.50M0.0%+44.0%0.012%
5/5/2026Bank of New York Mellon Corp372,021$51.48M0.0%-8.4%0.180%
5/5/2026Harel Insurance Investments & Financial Services Ltd.34,207$4.73M0.0%+54.7%0.017%
5/5/2026Mass General Brigham Inc2,153,477$292.71M62.4%-53.3%1.041%
5/5/2026Sanctuary Advisors LLC23,912$3.31M0.0%-0.7%0.012%
5/5/2026Sigma Planning Corp8,706$1.21M0.0%-10.9%0.004%
5/4/2026AMG National Trust Bank13,322$1.84M0.0%+6.2%0.006%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,611$1.88M0.0%+3.5%0.007%
5/4/2026Bleakley Financial Group LLC18,566$2.57M0.0%+2.0%0.009%
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5/4/2026IFC Advisors LLC104,276$14.43M2.1%-0.4%0.050%
5/4/2026Y.D. More Investments Ltd42,739$5.84M0.2%+31.0%0.021%
5/4/2026 Procyon Advisors LLC36,886$5.10M0.1%-1.3%0.018%
5/2/2026Arlington Capital Management Inc.171,025$23.67M13.3%N/A0.083%
5/1/2026 Ferguson Wellman Capital Management Inc.3,735$517K0.0%N/A0.002%
5/1/2026Fifth Third Bancorp101,479$14.04M0.0%+584.8%0.049%
5/1/2026American Trust3,134$434K0.0%-22.1%0.002%
5/1/2026Warburton Capital Management LLC2,074$300K0.1%-14.3%0.001%
5/1/2026Brown University35,400$4.90M4.8%N/A0.017%
5/1/2026 Sequoia Financial Advisors LLC1,197,896$165.75M0.9%-3.9%0.579%


ACWI Institutional Ownership - Frequently Asked Questions

During the previous two years, 815 institutional investors and hedge funds held shares of iShares MSCI ACWI ETF. The most heavily invested institutionals were Morgan Stanley ($1.19B), Qalhat Capital Ltd ($461.44M), BNP Paribas Financial Markets ($370.72M), Mass General Brigham Inc ($292.71M), MKP Capital Management L.L.C. ($263.20M), Wells Fargo & Company MN ($251.72M), and P E Global LLC ($249.82M).Learn more on iShares MSCI ACWI ETF's institutional investors.

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

Of the 702 institutional investors that purchased iShares MSCI ACWI ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mass General Brigham Inc ($4.61M), Phoenix Financial Ltd. ($3.24M), Qalhat Capital Ltd ($2.26M), BNP Paribas Financial Markets ($1.97M), Rector Church Wardens & Vestrymen of Trinity Church in the City of New York ($1.93M), Capital Group Private Client Services Inc. ($1.61M), and Northern Trust Corp ($1.60M).

Institutional investors have bought a total of 30,177,718 shares in the last 24 months. This purchase volume represents approximately $4.17B in transactions.

Of the 311 institutional investors that sold iShares MSCI ACWI ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Johns Hopkins University ($3.99M), Mass General Brigham Inc ($2.46M), Phoenix Financial Ltd. ($1.85M), BNP Paribas Financial Markets ($1.49M), OVERSEA CHINESE BANKING Corp Ltd ($1.38M), Jennison Associates LLC ($733.24K), and Bank of Nova Scotia ($716.82K).

Institutional investors have sold a total of 21,473,693 shares in the last 24 months. This volume of shares sold represents approximately $2.92B in transactions.


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This page (NASDAQ:ACWI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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