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iShares MSCI ACWI ETF (ACWI) Institutional Ownership

iShares MSCI ACWI ETF logo
$119.60 +1.01 (+0.85%)
As of 01/17/2025 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)
325
Total
Institutional Inflows
(last 12 months)
$3.04B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$3.93B
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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
1/21/2025Brighton Jones LLC21,374$2.51M0.1%-4.7%0.013%
1/17/2025 Madrona Financial Services LLC44,441$5.22M1.4%-4.6%0.027%
1/17/2025 Avior Wealth Management LLC601$71K0.0%+405.0%0.000%
1/17/2025 Beacon Investment Advisory Services Inc.2,412$283K0.0%N/A0.001%
1/17/2025 Granger Management LLC1,339,321$157.37M35.8%+252.2%0.821%
1/17/2025 Independent Wealth Network Inc.40,361$4.74M1.9%+2.1%0.025%
1/17/2025 Janney Montgomery Scott LLC23,497$2.76M0.0%+94.4%0.014%
1/17/2025 Janney Capital Management LLC67,853$7.97M0.5%N/A0.042%
1/17/2025 Magnus Financial Group LLC4,313$507K0.0%-20.4%0.003%
1/17/2025 Simon Quick Advisors LLC10,802$1.27M0.1%-15.3%0.007%
1/17/2025 Sheets Smith Wealth Management6,945$816K0.1%-2.2%0.004%
1/17/2025 Fort Washington Investment Advisors Inc. OH3,748$440K0.0%-50.3%0.002%
1/17/2025 Alpha Cubed Investments LLC5,097$599K0.0%-2.2%0.003%
1/16/2025 Aspiriant LLC17,865$2.10M0.1%-21.4%0.011%
1/16/2025 Ballentine Partners LLC37,838$4.45M0.1%+3.2%0.023%
1/16/2025 Pure Financial Advisors LLC17,518$2.06M0.0%+13.2%0.011%
1/16/2025 Amplius Wealth Advisors LLC70,806$8.32M0.9%+10.2%0.043%
1/16/2025 Bricktown Capital LLC416,619$48.95M10.2%-0.6%0.255%
1/16/2025 MassMutual Private Wealth & Trust FSB31,704$3.73M0.1%-0.4%0.019%
1/16/2025 RiverTree Advisors LLC9,363$1.10M0.7%N/A0.006%
1/16/2025 Client 1ST Advisory Group LLC4,817$566K0.2%N/A0.003%
1/15/2025 J2 Capital Management Inc2,000$235K0.2%N/A0.001%
1/15/2025 Sandbox Financial Partners LLC50,121$5.89M2.0%+8.8%0.031%
1/15/2025 Ballew Advisors Inc6,016$700K0.4%+2.2%0.004%
1/15/2025 Financial Management Professionals Inc.3,615$425K0.1%+66.6%0.002%
1/15/2025 Ameritas Advisory Services LLC26,029$3.06M0.1%+53.0%0.016%
1/15/2025 Cherrydale Wealth Management LLC10,475$1.23M0.5%+0.9%0.006%
1/15/2025 Alhambra Investment Management LLC4,909$577K0.3%-54.8%0.003%
1/15/2025 Merit Financial Group LLC7,539$886K0.0%+1.5%0.005%
1/15/2025 Brand Asset Management Group Inc.2,816$331K0.1%+10.5%0.002%
1/15/2025 RDA Financial Network23,224$2.73M0.8%-12.2%0.014%
1/14/2025 Financial Enhancement Group LLC53,891$6.27M1.0%N/A0.033%
1/14/2025 Rovin Capital UT ADV4,322$508K0.2%-2.3%0.003%
1/14/2025 Christopher J. Hasenberg Inc1,482$174K0.1%+24.4%0.001%
1/14/2025 Ayalon Insurance Comp Ltd.219,717$25.82M8.0%+7.2%0.135%
1/14/2025 Clarus Wealth Advisors16,042$1.87M0.9%+7.0%0.010%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.2,154$253K0.1%+95.6%0.001%
1/14/2025 Pacifica Partners Inc.339$40K0.0%N/A0.000%
1/13/2025 Unique Wealth LLC84,911$9.98M2.1%+70.4%0.052%
1/13/2025 PFW Advisors LLC24,217$2.85M0.9%N/A0.015%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

1/13/2025 Catalyst Private Wealth LLC17,931$2.11M0.9%+5.3%0.011%
1/13/2025 Sunflower Bank N.A.7,421$872K0.2%-43.1%0.005%
1/13/2025 Sivia Capital Partners LLC10,916$1.28M0.6%+48.0%0.007%
1/13/2025 Westmount Partners LLC1,768$208K0.1%-11.4%0.001%
1/13/2025 Eagle Bay Advisors LLC9,193$1.08M0.7%N/A0.006%
1/13/2025 Capital Investment Advisors LLC6,102$717K0.0%-6.2%0.004%
1/13/2025 Winthrop Advisory Group LLC6,653$782K0.1%+81.3%0.004%
1/10/2025 ORG Wealth Partners LLC703$83K0.0%N/A0.000%
1/7/2025 Stonehearth Capital Management LLC74,771$8.79M3.5%+3.3%0.046%
12/26/2024JPMorgan Chase & Co.926,523$110.77M0.0%+12.9%0.571%
12/2/2024Capasso Planning Partners LLC4,576$547K0.2%+5.8%0.003%
11/27/2024Franklin Resources Inc.25,733$3.09M0.0%+11.7%0.016%
11/25/2024Synovus Financial Corp26,866$3.21M0.0%-76.0%0.017%
11/25/2024Wilmington Savings Fund Society FSB23,694$2.83M0.1%N/A0.015%
11/25/2024World Investment Advisors LLC3,106$371K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC9,880$1.19M0.0%+33.1%0.006%
11/25/2024Pine Valley Investments Ltd Liability Co4,344$519K0.0%-7.2%0.003%
11/22/2024Fulcrum Equity Management3,167$379K0.3%-57.1%0.002%
11/18/2024TD Private Client Wealth LLC791$95K0.0%+81.4%0.000%
11/18/2024Coldstream Capital Management Inc.21,813$2.62M0.1%N/A0.013%
11/15/2024Barclays PLC491,338$58.74M0.0%-90.1%0.303%
11/15/2024LRI Investments LLC5,801$695K0.1%N/A0.004%
11/15/2024Nomura Asset Management Co. Ltd.916,174$109.53M0.3%+16,345.4%0.565%
11/15/2024MML Investors Services LLC13,434$1.61M0.0%-2.8%0.008%
11/15/2024Orion Portfolio Solutions LLC1,677$200K0.0%-59.6%0.001%
11/15/2024National Bank of Canada FI892,006$106.64M0.1%+6.1%0.550%
11/15/2024EP Wealth Advisors LLC30,337$3.63M0.0%+4.0%0.019%
11/15/2024Kovitz Investment Group Partners LLC89,238$10.62M0.1%+40.9%0.055%
11/15/2024Wellington Management Group LLP173,318$20.72M0.0%+155.9%0.107%
11/15/2024Wexford Capital LP56,416$6.75M1.6%+22.7%0.035%
11/15/2024Stifel Financial Corp34,274$4.10M0.0%+6.2%0.021%
11/15/2024SYM FINANCIAL Corp15,026$1.80M0.2%-1.0%0.009%
11/15/2024Quantinno Capital Management LP7,948$950K0.0%+34.3%0.005%
11/15/2024Redwood Investment Management LLC3,773$451K0.0%+33.6%0.002%
11/15/2024HighTower Advisors LLC452,837$54.15M0.1%-4.9%0.279%
11/15/2024Chevy Chase Trust Holdings LLC14,081$1.68M0.0%-2.3%0.009%
11/15/2024FSA Wealth Management LLC1,280$153K0.1%N/A0.001%
11/15/2024Erste Asset Management GmbH5,053$604K0.0%N/A0.003%
11/14/2024Flow Traders U.S. LLC70,828$8.47M0.4%N/A0.044%
11/14/2024Captrust Financial Advisors108,446$12.97M0.0%-5.4%0.067%
11/14/2024Rockefeller Capital Management L.P.192,774$23.05M0.1%+4.5%0.119%
11/14/2024MayTech Global Investments LLC7,485$895K0.1%+189.9%0.005%
11/14/2024RPg Family Wealth Advisory LLC2,037$244K0.1%-16.9%0.001%
11/13/2024Glenmede Trust Co. NA67,581$8.08M0.0%+0.1%0.042%
11/13/2024CKW Financial Group18,946$2.25M0.3%+1.0%0.012%
11/13/2024BNP Paribas Financial Markets2,380,636$284.61M0.2%-56.8%1.468%
11/13/2024Shum Financial Group Inc.11,083$1.32M1.1%N/A0.007%
11/13/2024Avestar Capital LLC8,973$1.07M0.1%+16.5%0.006%
11/13/2024FMR LLC281,784$33.69M0.0%+98.3%0.174%
11/13/2024Bank of Montreal Can392,807$46.96M0.0%-24.4%0.242%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/13/2024Brown Brothers Harriman & Co.2,349$281K0.0%N/A0.001%
11/13/2024DRW Securities LLC353,777$42.29M1.2%+842.9%0.218%
11/12/2024Summit Trail Advisors LLC16,231$1.94M0.0%+9.9%0.010%
11/12/2024Centaurus Financial Inc.130,442$15.59M1.0%-3.4%0.080%
11/12/2024Managed Asset Portfolios LLC34,566$4.13M0.6%-2.9%0.021%
11/12/2024Wescott Financial Advisory Group LLC37,219$4.45M0.5%+7.3%0.023%
11/12/2024Palisade Asset Management LLC1,749$209K0.0%N/A0.001%
11/12/2024Cerity Partners LLC150,721$18.02M0.0%-0.8%0.093%
11/12/2024Great Valley Advisor Group Inc.393,870$47.09M1.2%+2.8%0.243%
11/12/2024GenTrust LLC7,519$899K0.0%-3.4%0.005%
(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, 674 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), Jane Street Group LLC ($972.98M), Johns Hopkins University ($667.15M), UBS Group AG ($602.75M), Cibc World Markets Corp ($356.20M), and Bank of America Corp DE ($295.33M).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 545 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 ($84.29M), National Bank of Canada FI ($8.98M), Bank of Nova Scotia ($7.92M), Jane Street Group LLC ($7.86M), Toronto Dominion Bank ($4.60M), Mayo Clinic ($3.99M), and Cibc World Markets Corp ($3.54M).

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

Institutional investors have bought a total of 172,349,673 shares in the last 24 months. This purchase volume represents approximately $18.82B in transactions.

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

Of the 412 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: MKP Capital Management L.L.C. ($9.08M), National Bank of Canada FI ($8.10M), Toronto Dominion Bank ($4.99M), Barclays PLC ($4.97M), Capital Group Private Client Services Inc. ($4.17M), Bessemer Group Inc. ($3.23M), and Mirae Asset Global Investments Co. Ltd. ($3.20M).

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

Institutional investors have sold a total of 68,884,138 shares in the last 24 months. This volume of shares sold represents approximately $7.58B in transactions.



This page (NASDAQ:ACWI) was last updated on 1/21/2025 by MarketBeat.com Staff
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