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iShares MSCI ACWI ETF (ACWI) Institutional Ownership

iShares MSCI ACWI ETF logo
$162.70 +0.22 (+0.14%)
As of 10:09 AM 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)
463
Total
Institutional Inflows
(last 12 months)
$3.46B
Number of
Institutional Sellers
(last 12 months)
287
Total
Institutional Outflows
(last 12 months)
$2.47B
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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
8/12/2026 C M Bidwell & Associates Ltd.10,384$1.11M0.5%N/A0.005%
8/10/2026 OV Management LLC18,863$1.44M2.7%N/A0.009%
8/10/2026 OV Management LLC41,611$6.53M12.2%N/A0.020%
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%
6/25/2026 Hamilton 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%
6/8/2026 Pine Valley Investments Ltd Liability Co5,115$708K0.0%+9.4%0.002%
6/3/2026 Parallel Advisors LLC58,325$8.07M0.1%+1.7%0.028%
6/3/2026 NewEdge 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%
5/26/2026 Glenmede Trust Co. NA60,886$8.43M0.0%+9.1%0.029%
5/21/2026 J. 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%
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5/19/2026 Hamilton Wealth LLC5,470$757K0.1%+111.4%0.003%
5/19/2026 Alexander Labrunerie & CO. Inc.3,665$507K0.2%N/A0.002%
5/19/2026 Edgestream Partners L.P.3,548$491K0.0%-57.7%0.002%
5/19/2026Centaurus Financial Inc.138,506$19.17M0.9%+5.1%0.067%
5/18/2026 Guardian 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%
5/15/2026 Bridgewater 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%
5/14/2026 Bank of Nova Scotia356,920$49.39M0.1%+206.8%0.173%
5/14/2026 Lido Advisors LLC219,746$30.41M0.1%-34.7%0.106%
5/13/2026 Cetera 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%
5/13/2026 NewEdge 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%
5/13/2026 First 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%
5/8/2026 PNC Financial Services Group Inc.1,388,478$192.12M0.1%+0.1%0.671%
5/8/2026 Maimon Wealth Management LTD.1,990$267K0.2%+25.2%0.001%
5/8/2026 HF Capital LLC903,075$124.96M52.2%+70.6%0.437%
5/7/2026 AlTi 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%
5/7/2026 Lowe Brockenbrough & Co. Inc.641,227$88.73M4.4%-1.2%0.310%
5/7/2026 Scarborough Advisors LLC1,247$173K0.0%N/A0.001%
5/7/2026 Parallel 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%
5/7/2026 KBC Group NV7,619$1.05M0.0%+15.3%0.004%
5/6/2026 Jennison Associates LLC183,285$25.36M0.0%+1.1%0.089%
5/6/2026 Bartlett & CO. Wealth Management LLC945$142K0.0%+90.9%0.000%
5/6/2026 Centennial Bank AR87,215$12.07M4.3%+2.8%0.042%
5/6/2026 Gryphon 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%
5/6/2026 Advisortrust Partners LLC229$32K0.0%N/A0.000%
5/6/2026 Assetmark Inc.433,891$60.04M0.1%+0.3%0.210%
5/6/2026 Barings LLC34,394$4.76M0.1%+2.9%0.017%
5/6/2026 Bessemer 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%
5/5/2026 Wealthfront Advisers LLC25,262$3.50M0.0%+44.0%0.012%
5/5/2026 Bank of New York Mellon Corp372,021$51.48M0.0%-8.4%0.180%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.34,207$4.73M0.0%+54.7%0.017%
5/5/2026 Mass 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%
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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%
5/1/2026American Trust3,134$434K0.0%-22.1%0.002%


ACWI Institutional Ownership - Frequently Asked Questions

During the previous two years, 811 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 695 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 24,633,565 shares in the last 24 months. This purchase volume represents approximately $3.46B in transactions.

Of the 285 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 ($891.43K), Nomura Asset Management Co. Ltd. ($622.47K), and P E Global LLC ($449.69K).

Institutional investors have sold a total of 18,040,314 shares in the last 24 months. This volume of shares sold represents approximately $2.47B in transactions.



Institutional ownership data for NASDAQ:ACWI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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