iShares MSCI ACWI ex U.S. ETF (ACWX) Institutional Ownership

$52.53
+0.41 (+0.79%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Number of
Institutional Buyers
(last 12 months)
246
Total
Institutional Inflows
(last 12 months)
$870.92M
Number of
Institutional Sellers
(last 12 months)
178
Total
Institutional Outflows
(last 12 months)
$573.96M
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ACWX Institutional Buying and Selling by Quarter

iShares MSCI ACWI ex U.S. ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Meridian Wealth Management LLC4,697$251K0.0%-6.6%0.005%
4/25/2024Osborne Partners Capital Management LLC345,360$18.44M1.1%-7.9%0.398%
4/25/2024HTLF Bank15,242$814K0.1%-12.1%0.018%
4/25/2024Aaron Wealth Advisors LLC100,681$5.38M0.8%-0.4%0.116%
4/25/2024 Cambridge Investment Research Advisors Inc.70,378$3.76M0.0%+27.1%0.081%
4/24/2024 Oak Family Advisors LLC35,350$1.89M0.7%+9.0%0.041%
4/24/2024 Premier Path Wealth Partners LLC73,698$4.08M0.8%+68.9%0.085%
4/24/2024 Smith Anglin Financial LLC21,451$1.15M0.1%-1.0%0.025%
4/24/2024 Simplicity Wealth LLC4,692$251K0.0%N/A0.005%
4/24/2024 Spire Wealth Management397,846$21.24M0.9%+2.1%0.458%
4/24/2024 Essex Financial Services Inc.4,265$228K0.0%N/A0.005%
4/23/2024 Charter Oak Capital Management LLC160,602$8.58M0.9%-5.0%0.185%
4/23/2024 Global Retirement Partners LLC76,783$4.10M0.2%+6.3%0.088%
4/23/2024 Twin Peaks Wealth Advisors LLC9,441$504K0.3%+78.1%0.011%
4/23/2024 Morton Brown Family Wealth LLC2,796$149K0.1%-19.5%0.003%
4/23/2024 Venturi Wealth Management LLC2,577$138K0.0%N/A0.003%
4/23/2024 Strategic Blueprint LLC6,421$343K0.0%+9.6%0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.521,188$27.83M0.0%+155.1%0.600%
4/22/2024 Corrigan Financial Inc.56,919$3.04M0.8%-0.4%0.066%
4/22/2024 Cahaba Wealth Management Inc.7,727$413K0.0%-3.4%0.009%
4/22/2024 Rovin Capital UT ADV29,717$1.59M0.7%-3.4%0.034%
4/22/2024 Parsons Capital Management Inc. RI21,955$1.17M0.1%-2.7%0.025%
4/22/2024 Raymond James & Associates177,786$9.49M0.0%-5.4%0.205%
4/22/2024 Cassia Capital Partners LLC144,091$7.69M5.1%+16.3%0.166%
4/19/2024 Mad River Investors7,747$414K0.3%-4.7%0.009%
4/18/2024 Allspring Global Investments Holdings LLC137,650$7.35M0.0%+57.0%0.159%
4/18/2024 Colton Groome Financial Advisors LLC6,548$350K0.1%+9.3%0.008%
4/18/2024 Claro Advisors LLC20,015$1.07M0.2%-26.4%0.023%
4/18/2024 Mirador Capital Partners LP6,695$357K0.1%+24.6%0.008%
4/17/2024 Cornerstone Wealth Group LLC395,995$21.14M1.9%+0.3%0.456%
4/16/2024 Tlwm802,239$42.83M9.5%-1.3%0.924%
4/16/2024 Wealth Enhancement Advisory Services LLC99,582$5.32M0.0%+39.9%0.115%
4/16/2024 Procyon Advisors LLC19,423$1.04M0.1%-1.0%0.022%
4/15/2024 Eagle Rock Investment Company LLC12,000$641K0.1%-15.8%0.014%
4/15/2024 Flagstar Advisors Inc.5,169$276K0.1%-9.4%0.006%
4/12/2024 Factory Mutual Insurance Co.1,160,700$61.97M0.7%-31.9%1.337%
4/12/2024 CMH Wealth Management LLC226,891$12.11M3.1%-4.7%0.261%
4/12/2024 Harbor Investment Advisory LLC11,414$609K0.1%-2.8%0.013%
4/11/2024 City Holding Co.1,605$86K0.0%-18.9%0.002%
4/11/2024 Ballentine Partners LLC85,015$4.54M0.1%-0.3%0.098%
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4/11/2024 O Connor Financial Group LLC4,409$235K0.1%-7.8%0.005%
4/10/2024 Park Avenue Securities LLC52,569$2.81M0.0%+8.5%0.061%
4/10/2024 Apella Capital LLC112,519$6.02M0.3%-3.7%0.130%
4/10/2024 Legacy Private Trust Co.334,172$17.84M1.3%-4.3%0.385%
4/9/2024 Lowe Wealth Advisors LLC1,638$87K0.0%+84.7%0.002%
4/4/2024 Advance Capital Management Inc.17,989$960K0.1%-7.8%0.020%
4/3/2024 Dentgroup LLC131,133$7.00M5.8%+6.7%0.146%
3/14/2024Leo Wealth LLC20,491$1.05M0.1%N/A0.023%
3/12/2024 Rovin Capital UT ADV30,754$1.57M0.7%-4.6%0.034%
3/5/2024Wellington Management Group LLP798,022$40.73M0.0%-70.0%0.891%
3/1/2024Goldman Sachs Group Inc.867,883$44.30M0.0%-40.1%0.969%
2/23/2024Cim LLC23,307$1.21M0.2%N/A0.026%
2/23/2024Chicago Partners Investment Group LLC4,181$209K0.0%-6.4%0.005%
2/20/2024GLOBALT Investments LLC GA122,085$6.23M0.3%N/A0.136%
2/16/2024DRW Securities LLC117,799$6.01M0.1%-23.6%0.131%
2/16/2024Oarsman Capital Inc.25,520$1.30M0.3%+67.9%0.028%
2/15/2024Harding Loevner LP341,142$17.41M0.1%N/A0.381%
2/15/2024C M Bidwell & Associates Ltd.67,242$3.43M2.5%+1.4%0.075%
2/14/2024Midland Wealth Advisors LLC36,076$1.84M0.1%N/A0.040%
2/14/2024Pitcairn Co.200,773$10.25M0.8%-15.7%0.224%
2/14/2024Cullen Capital Management LLC302,800$15.46M0.2%+3,588.2%0.338%
2/14/2024Connectus Wealth LLC8,688$443K0.0%-91.9%0.010%
2/14/2024Sentinel Trust Co. LBA212,023$10.82M1.4%-0.8%0.237%
2/14/2024Schroder Investment Management Group1,060,747$54.14M0.1%+15.6%1.184%
2/13/2024Karpus Management Inc.17,677$902K0.0%-45.3%0.020%
2/13/2024Cetera Advisor Networks LLC118,754$6.06M0.0%-4.0%0.133%
2/13/2024Tower Research Capital LLC TRC 487$25K0.0%-60.0%0.001%
2/13/2024Capital World Investors5,111$261K0.0%N/A0.006%
2/13/2024Capital Research Global Investors4,568$233K0.0%N/A0.005%
2/13/2024CIBC Private Wealth Group LLC255,695$13.05M0.0%+5,063.5%0.285%
2/13/2024Belpointe Asset Management LLC10,561$539K0.0%+2.4%0.012%
2/13/2024Peapack Gladstone Financial Corp4,000$204K0.0%-61.5%0.004%
2/13/2024Dorsey Wright & Associates11,187$571K0.2%N/A0.012%
2/13/2024Rathbones Group PLC10,640$543K0.0%-3.6%0.012%
2/12/2024Partners Capital Investment Group LLP15,344$783K0.0%+1.4%0.017%
2/12/2024GM Advisory Group LLC559,525$28.56M2.2%+2.8%0.624%
2/12/2024Glovista Investments LLC274,319$14.01M6.5%N/A0.306%
2/12/2024Madison Asset Management LLC29,776$1.52M0.0%+387.7%0.033%
2/12/2024Legacy Advisors LLC4,053$207K0.0%N/A0.005%
2/12/2024Focus Financial Network Inc. ADV8,973$458K0.0%N/A0.010%
2/12/2024Stifel Financial Corp90,431$4.62M0.0%+197.9%0.101%
2/12/2024Parallel Advisors LLC8,343$426K0.0%-7.8%0.009%
2/12/2024Heritage Wealth Advisors311,640$15.91M0.8%+45.4%0.348%
2/12/2024Beta Wealth Group Inc.56,148$2.87M1.5%+3.1%0.063%
2/9/2024Johnson Financial Group Inc.1,439,089$73.45M4.0%-22.0%1.606%
2/9/2024Advisory Services Network LLC47,618$2.43M0.1%-2.7%0.053%
2/9/2024US Bancorp DE719,080$36.70M0.1%+0.2%0.803%
2/9/2024 Cambridge Investment Research Advisors Inc.55,365$2.83M0.0%+16.2%0.062%
2/9/2024Sand Hill Global Advisors LLC116,045$5.92M0.3%+7.8%0.130%
2/9/2024Pzena Investment Management LLC19,209$980K0.0%N/A0.021%
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2/9/2024King Luther Capital Management Corp81,093$4.14M0.0%-24.2%0.091%
2/9/2024Franklin Resources Inc.566,902$28.94M0.0%+1.2%0.633%
2/9/2024Corient Private Wealth LLC402,855$20.56M0.0%+7.7%0.450%
2/9/2024Wells Fargo & Company MN373,809$19.08M0.0%+21.8%0.417%
2/9/2024UBS Group AG2,884,576$147.23M0.0%-0.6%3.219%
2/8/2024AMG National Trust Bank779,706$39.80M1.2%-1.2%0.870%
2/8/2024 Brown Advisory Inc.108,973$5.56M0.0%+188.6%0.122%
2/8/2024German American Bancorp Inc.1,358,202$69.32M9.1%-3.9%1.516%
2/8/2024Jordan Park Group LLC16,000$817K0.1%N/A0.018%
2/8/2024Meridian Wealth Management LLC5,029$257K0.0%-47.7%0.006%
(Data available from 1/1/2016 forward)

ACWX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACWX shares?

During the previous two years, 478 institutional investors and hedge funds held shares of iShares MSCI ACWI ex U.S. ETF. The most heavily invested institutionals were Bank of America Corp DE ($400.77M), Morgan Stanley ($220.60M), Flow Traders U.S. LLC ($151.07M), UBS Group AG ($147.23M), Sageworth Trust Co ($82.91M), New York State Common Retirement Fund ($81.25M), and Johnson Financial Group Inc. ($73.45M).Learn more on ACWX's institutional investors.

Which institutional investors have been buying iShares MSCI ACWI ex U.S. ETF stock?

Of the 406 institutional investors that purchased iShares MSCI ACWI ex U.S. ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aaron Wealth Advisors LLC ($5.93M), Flow Traders U.S. LLC ($3.88M), Allspring Global Investments Holdings LLC ($2.90M), Factory Mutual Insurance Co. ($2.15M), Wellington Management Group LLP ($1.99M), Sageworth Trust Co ($1.75M), and Cerity Partners LLC ($961.85K).

How much institutional buying is happening at iShares MSCI ACWI ex U.S. ETF?

Institutional investors have bought a total of 44,131,070 shares in the last 24 months. This purchase volume represents approximately $3.26B in transactions.

Which iShares MSCI ACWI ex U.S. ETF major shareholders have been selling company stock?

Of the 268 institutional investors that sold iShares MSCI ACWI ex U.S. ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($5.95M), Bank of America Corp DE ($2.97M), Allspring Global Investments Holdings LLC ($2.86M), Rhumbline Advisers ($2.08M), Wellington Management Group LLP ($1.86M), Factory Mutual Insurance Co. ($1.53M), and Thornburg Investment Management Inc. ($1.07M).

How much institutional selling is happening at iShares MSCI ACWI ex U.S. ETF?

Institutional investors have sold a total of 32,514,764 shares in the last 24 months. This volume of shares sold represents approximately $2.43B in transactions.


This page (NASDAQ:ACWX) was last updated on 4/26/2024 by MarketBeat.com Staff

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