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iShares MSCI ACWI ETF (ACWI) Institutional Ownership

iShares MSCI ACWI ETF logo
$152.35 +1.65 (+1.09%)
As of 04:00 PM Eastern

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)
530
Total
Institutional Inflows
(last 12 months)
$4.39B
Number of
Institutional Sellers
(last 12 months)
342
Total
Institutional Outflows
(last 12 months)
$3.13B
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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
5/5/2026Bank 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%
5/5/2026 Sigma Planning Corp8,706$1.21M0.0%-10.9%0.004%
5/4/2026 AMG 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%
5/4/2026 Bleakley Financial Group LLC18,566$2.57M0.0%+2.0%0.009%
5/4/2026 IFC Advisors LLC104,276$14.43M2.1%-0.4%0.050%
5/4/2026 Y.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%
5/2/2026 Arlington 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%
5/1/2026 Fifth Third Bancorp101,479$14.04M0.0%+584.8%0.049%
5/1/2026 American Trust3,134$434K0.0%-22.1%0.002%
5/1/2026 Warburton Capital Management LLC2,074$300K0.1%-14.3%0.001%
5/1/2026 Brown University35,400$4.90M4.8%N/A0.017%
5/1/2026 Sequoia Financial Advisors LLC1,197,896$165.75M0.9%-3.9%0.579%
5/1/2026 Beirne Wealth Consulting Services LLC30,403$4.21M1.2%-9.3%0.015%
4/30/2026 Equitable Trust Co.154,823$21.42M1.0%-10.3%0.075%
4/30/2026 Hsbc Holdings PLC632,015$87.45M0.0%-14.6%0.306%
4/30/2026 Kestra Advisory Services LLC5,943$822K0.0%+13.9%0.003%
4/30/2026 Cahaba Wealth Management Inc.56,181$7.77M0.5%-4.6%0.027%
4/30/2026 Sageworth Trust Co1,729,958$239.37M10.3%+0.0%0.837%
4/29/2026 Saxon Interests Inc.1,590$220K0.1%-39.3%0.001%
4/29/2026 Orin Green Financial LLC3,645$504K0.2%+26.8%0.002%
4/29/2026 Advance Capital Management Inc.1,695$235K0.0%+8.9%0.001%
4/29/2026 Signet Private Wealth LLC5,800$803K0.8%-1.9%0.003%
4/28/2026 Bogart Wealth LLC1,031,925$142.79M5.5%+13.4%0.499%
4/28/2026 Ascentis Independent Advisors308$43K0.0%N/A0.000%
4/28/2026 K.J. Harrison & Partners Inc6,202$858K0.1%+19.8%0.003%
4/28/2026 Peak Financial Management Inc.42,305$5.85M1.5%-1.8%0.020%
4/28/2026 Hudson Edge Investment Partners Inc.4,910$679K0.1%N/A0.002%
4/28/2026 Koshinski Asset Management Inc.4,692$649K0.0%+2.4%0.002%
4/27/2026 Integrity Wealth Partners LLC10,130$1.40M1.3%N/A0.005%
4/27/2026 HB Wealth Management LLC85,709$11.86M0.1%-5.8%0.041%
4/27/2026 Moran Wealth Management LLC16,283$2.25M0.1%-76.6%0.008%
4/27/2026 BIP Wealth LLC116,150$16.07M0.7%-1.7%0.056%
4/27/2026 World Investment Advisors13,369$1.85M0.0%-5.1%0.006%
4/27/2026 PAX Financial Group LLC26,503$3.67M0.6%-12.2%0.013%
4/27/2026 USAdvisors Wealth Management LLC31,243$4.19M1.4%+1.8%0.015%
4/27/2026 Private Advisor Group LLC77,323$10.70M0.1%+0.3%0.037%
4/25/2026 Peregrine Asset Advisers Inc.10,097$1.40M0.4%-0.8%0.005%
4/25/2026 Patten Group Inc.7,948$1.10M0.2%+0.9%0.004%
4/25/2026 Able Wealth Management LLC65,095$9.01M2.4%+3.5%0.031%
4/24/2026 Cassia Capital Partners LLC6,447$892K0.5%+29.7%0.003%
4/24/2026 Vertrix Wealth Management LLC5,523$764K0.3%N/A0.003%
4/24/2026 WHI TRUST Co LLC12,553$1.74M1.3%+3.8%0.006%
4/23/2026 Sellwood Investment Partners LLC18,226$2.52M1.0%-8.4%0.009%
4/23/2026 Portus Wealth Advisors LLC117,513$16.26M15.3%+1.4%0.057%
4/23/2026 Apollon Wealth Management LLC7,476$1.03M0.0%+9.8%0.004%
4/22/2026 Ifrah Financial Services Inc.6,118$847K0.2%-3.4%0.003%
4/22/2026 Janney Montgomery Scott LLC13,904$1.92M0.0%-79.3%0.007%
4/22/2026 Union Bancaire Privee UBP SA35,611$4.93M0.1%+29.6%0.017%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC37,990$5.26M0.4%+9.0%0.018%
4/21/2026 Columbus Macro LLC7,225$1M0.1%-5.7%0.004%
4/21/2026 Unique Wealth LLC97,995$13.56M1.9%-5.0%0.048%
4/21/2026 Independent Wealth Network Inc.21,856$3.02M0.9%-51.0%0.011%
4/21/2026 OLD National Bancorp IN14,475$2.00M0.0%-93.1%0.007%
4/21/2026 Silver Oak Securities Incorporated6,582$911K0.1%+19.7%0.003%
4/20/2026 Financial Enhancement Group LLC58,578$8.84M1.1%-2.5%0.029%
4/20/2026 Oak Family Advisors LLC17,285$2.39M0.7%-15.9%0.008%
4/20/2026 Blue Trust Inc.433,494$59.98M0.7%+2.6%0.211%
4/20/2026 RFG Advisory LLC6,868$950K0.0%-3.1%0.003%
4/18/2026 Cidel Asset Management Inc.2,745$380K0.0%-61.9%0.001%
4/18/2026 Great Waters Wealth Management11,973$1.66M0.2%-1.0%0.006%
4/17/2026 Defined Wealth Management LLC1,959$271K0.2%N/A0.001%
4/17/2026 SVB Wealth LLC1,623$225K0.0%-9.6%0.001%
4/17/2026 First Citizens Asset Management Inc.2,863$396K0.1%-14.8%0.001%
4/16/2026 Lee Johnson Capital Management LLC14,751$2.04M0.7%+88.2%0.007%
4/16/2026 SG Americas Securities LLC83,589$11.57M0.0%-1.2%0.041%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.3,748$519K0.1%-50.0%0.002%
4/16/2026 Montecito Bank & Trust9,305$1.29M0.2%+2.7%0.005%
4/16/2026 Sheets Smith Wealth Management7,578$1.05M0.1%+1.6%0.004%
4/16/2026 Bricktown Capital LLC160,668$22.23M4.4%-2.2%0.078%
4/15/2026 Nations Financial Group Inc. IA ADV4,545$629K0.0%-3.6%0.002%
3/23/2026 J. Derek Lewis & Associates Inc.7,431$1.05M0.2%N/A0.004%
3/20/2026Purpose Unlimited Inc.222,800$31.52M1.4%N/A0.120%
3/20/2026 Hsbc Holdings PLC740,472$104.77M0.1%+5.9%0.400%
3/17/2026Rockefeller Capital Management L.P.194,677$27.55M0.0%+8.7%0.105%
3/9/2026Corient Private Wealth LLC781,591$110.59M0.1%+1.8%0.422%
3/6/2026 Hsbc Holdings PLC740,472$104.77M0.1%+5.9%0.400%
3/6/2026Cedarwood Wealth LLC5,358$781K0.9%N/A0.003%
3/4/2026 Pure Financial Advisors LLC12,772$1.81M0.0%-43.4%0.007%
3/4/2026SHP Wealth Management3,683$521K0.0%N/A0.002%
2/26/2026 Topor & Co. Korea154,434$21.85M16.5%N/A0.083%
2/23/2026Drake & Associates LLC223,385$31.61M6.3%+9.4%0.121%
2/23/2026 MV Capital Management Inc.1,797$254K0.0%N/A0.001%
2/20/2026SB Capital Management Inc34,439$4.87M1.8%N/A0.019%
2/20/2026Larch Capital Partners LLC58,016$8.21M1.1%N/A0.031%
2/20/2026Wick Capital Partners LLC2,055$291K0.0%-89.5%0.001%
2/19/2026Hamilton Wealth LLC2,587$366K0.1%-8.6%0.001%
2/19/2026 Axxcess Wealth Management LLC2,095$296K0.0%N/A0.001%
2/19/2026Corient Private Wealth LLC866,166$122.55M0.1%+12.8%0.468%
2/18/2026Mercer Global Advisors Inc. ADV40,057$5.67M0.0%-6.2%0.022%
2/18/2026Beacon Pointe Advisors LLC10,584$1.50M0.0%+25.7%0.006%
2/18/2026EP Wealth Advisors LLC39,719$5.62M0.0%N/A0.021%
2/18/2026Coastal Bridge Advisors LLC1,656$234K0.0%N/A0.001%
2/18/2026NewEdge Advisors LLC13,266$1.88M0.0%+22.9%0.007%
2/18/2026Empowered Funds LLC35,570$5.03M0.0%+3.1%0.019%


ACWI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACWI shares?

During the previous two years, 822 institutional investors and hedge funds held shares of iShares MSCI ACWI ETF. The most heavily invested institutionals were Morgan Stanley ($1.19B), Jane Street Group LLC ($972.98M), 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), and Wells Fargo & Company MN ($251.72M).Learn more on iShares MSCI ACWI ETF's institutional investors.

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

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

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

Of the 707 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: Jane Street Group LLC ($7.86M), Mass General Brigham Inc ($4.61M), Phoenix Financial Ltd. ($3.24M), P E Global LLC ($2.50M), Qalhat Capital Ltd ($2.26M), BNP Paribas Financial Markets ($1.97M), and Rector Church Wardens & Vestrymen of Trinity Church in the City of New York ($1.93M).

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

Institutional investors have bought a total of 32,292,536 shares in the last 24 months. This purchase volume represents approximately $4.39B in transactions.

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

Of the 340 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), OVERSEA CHINESE BANKING Corp Ltd ($1.91M), Phoenix Financial Ltd. ($1.85M), BNP Paribas Financial Markets ($1.55M), Jennison Associates LLC ($733.24K), and Bank of Nova Scotia ($716.82K).

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

Institutional investors have sold a total of 23,400,614 shares in the last 24 months. This volume of shares sold represents approximately $3.13B in transactions.



This page (NASDAQ:ACWI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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