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

iShares MSCI ACWI ex U.S. ETF logo
$60.89 +0.12 (+0.20%)
Closing price 08/5/2025 04:00 PM Eastern
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$61.00 +0.12 (+0.19%)
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Institutional Ownership Changes (13F Filings) for iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Number of
Institutional Buyers
(last 12 months)
327
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$568.62M
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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
8/5/2025Claro Advisors LLC4,958$302K0.0%-41.4%0.005%
8/5/2025Connable Office Inc.9,079$553K0.1%-26.8%0.009%
8/5/2025Bank of Montreal Can133,040$8.11M0.0%+176.1%0.126%
8/4/2025 AMG National Trust Bank697,291$42.49M1.1%-1.6%0.660%
8/4/2025 Simon Quick Advisors LLC47,332$2.88M0.1%-4.6%0.045%
8/4/2025 Atria Investments Inc46,759$2.85M0.0%+7.0%0.044%
8/4/2025 Savvy Advisors Inc.6,237$380K0.0%N/A0.006%
8/4/2025 Assetmark Inc.14,033$855K0.0%+728.9%0.013%
8/4/2025 Keybank National Association OH6,370$388K0.0%-7.5%0.006%
8/4/2025 Premier Path Wealth Partners LLC180,568$11.00M1.5%+18.1%0.171%
8/4/2025 Spire Wealth Management233,581$13.64M0.5%-22.4%0.221%
8/4/2025 Arkadios Wealth Advisors53,885$3.28M0.1%-2.5%0.051%
8/4/2025 Barnes Dennig Private Wealth Management LLC9,769$595K0.7%+714.8%0.009%
8/4/2025 Mayflower Financial Advisors LLC35,294$2.15M0.3%-1.4%0.033%
8/1/2025 Oarsman Capital Inc.17,206$1.05M0.2%+119.0%0.016%
8/1/2025 Jennison Associates LLC163,883$9.99M0.0%+272.2%0.155%
8/1/2025 Cobblestone Capital Advisors LLC NY40,073$2.44M0.1%-2.0%0.038%
8/1/2025 Bessemer Group Inc.21,714$1.32M0.0%-2.2%0.021%
8/1/2025 Envestnet Asset Management Inc.1,177,709$71.77M0.0%+12.5%1.115%
7/31/2025 Waldron Private Wealth LLC5,569$339K0.0%-3.0%0.005%
7/31/2025 Sentinel Trust Co. LBA125,211$7.63M0.8%-0.9%0.119%
7/31/2025 BIP Wealth LLC30,055$1.83M0.1%-12.8%0.028%
7/31/2025 CNB Bank3,047$186K0.1%-11.5%0.003%
7/31/2025 GLOBALT Investments LLC GA135,205$8.24M0.3%-12.8%0.128%
7/30/2025 First Citizens Bank & Trust Co.35,103$2.14M0.0%-8.4%0.033%
7/30/2025 Strategic Blueprint LLC10,294$627K0.0%N/A0.010%
7/30/2025 Freedom Investment Management Inc.13,038$795K0.1%-4.0%0.012%
7/30/2025 Members Trust Co7,650$466K0.0%N/A0.007%
7/30/2025 Whittier Trust Co. of Nevada Inc.62,554$3.81M0.1%-0.6%0.059%
7/30/2025 Whittier Trust Co.167,817$10.23M0.1%+5.4%0.159%
7/29/2025 Calamos Wealth Management LLC896,900$54.66M2.3%+3.6%0.849%
7/29/2025 Chicago Partners Investment Group LLC3,906$245K0.0%N/A0.004%
7/29/2025 Arcus Capital Partners LLC12,892$786K0.3%N/A0.012%
7/29/2025 Gladwyn Financial Advisors Inc.8,397$512K0.4%N/A0.008%
7/29/2025 Quotient Wealth Partners LLC3,781$230K0.0%-35.0%0.004%
7/29/2025 Chevy Chase Trust Holdings LLC54,987$3.35M0.0%-1.7%0.052%
7/29/2025 Stratos Wealth Partners LTD.10,660$650K0.0%+15.2%0.010%
7/29/2025 Private Trust Co. NA5,024$306K0.0%+10.4%0.005%
7/29/2025 Consilio Wealth Advisors LLC21,564$1.31M0.5%N/A0.020%
7/29/2025 Activest Wealth Management1,775$108K0.0%N/A0.002%
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7/28/2025 Tlwm812,122$49.49M9.4%-1.3%0.769%
7/28/2025 Allianz Asset Management GmbH1,400$85K0.0%N/A0.001%
7/28/2025 Aries Wealth Management11,367$693K0.2%+52.4%0.011%
7/28/2025 Sagespring Wealth Partners LLC23,168$1.41M0.0%+34.3%0.022%
7/28/2025 Cornerstone Wealth Group LLC318,293$19.40M1.5%-5.4%0.301%
7/25/2025 Community Bank N.A.32,560$1.98M0.3%-1.6%0.031%
7/25/2025 Atria Wealth Solutions Inc.5,579$340K0.0%-73.3%0.005%
7/25/2025 Envestnet Portfolio Solutions Inc.91,456$5.57M0.0%-7.5%0.087%
7/25/2025 Sequoia Financial Advisors LLC294,254$17.93M0.1%+9.4%0.279%
7/25/2025 St. Louis Trust Co88,246$5.38M0.7%-0.6%0.084%
7/25/2025 Joel Adams & Associates Inc.8,470$516K0.5%-2.3%0.008%
7/25/2025 Clarendon Private LLC46,180$2.81M2.7%-2.1%0.044%
7/25/2025 Alpha Financial Partners LLC6,716$409K0.3%+3.0%0.006%
7/25/2025 CWM LLC3,030$185K0.0%-42.1%0.003%
7/25/2025 Vanguard Personalized Indexing Management LLC3,448$210K0.0%-21.3%0.003%
7/25/2025 Johnson Investment Counsel Inc.145,902$8.89M0.1%+0.5%0.138%
7/24/2025 Eastern Bank59,637$3.63M0.1%+2.2%0.056%
7/24/2025 JFS Wealth Advisors LLC37,985$2.32M0.1%-1.3%0.036%
7/24/2025 Blue Trust Inc.108,700$6.62M0.1%-7.0%0.103%
7/24/2025 Blair William & Co. IL340,436$20.75M0.1%+14.8%0.322%
7/24/2025 Leo Wealth LLC20,784$1.27M0.1%+15.6%0.020%
7/24/2025 McElhenny Sheffield Capital Management LLC885,000$53.93M3.5%N/A0.838%
7/24/2025 US Bancorp DE717,850$43.75M0.1%-3.8%0.680%
7/23/2025 Valmark Advisers Inc.3,818$233K0.0%N/A0.004%
7/23/2025 Opulen Financial Group LLC3,715$226K0.2%-31.3%0.004%
7/23/2025 Winthrop Advisory Group LLC968,519$59.02M5.7%+5.2%0.917%
7/23/2025 Sax Wealth Advisors LLC4,317$263K0.0%N/A0.004%
7/23/2025 Canopy Partners LLC11,437$697K0.3%-5.6%0.011%
7/23/2025 Euro Pacific Asset Management LLC10,633$648K0.1%N/A0.010%
7/23/2025 Country Club Bank24,945$1.52M0.1%+2.5%0.024%
7/23/2025 Heck Capital Advisors LLC6,041$368K0.0%+16.9%0.006%
7/23/2025 Prime Capital Investment Advisors LLC23,283$1.42M0.0%-42.8%0.022%
7/22/2025 Red Tortoise LLC46,341$2.82M1.4%+1.4%0.044%
7/22/2025 Belpointe Asset Management LLC57,332$3.49M0.1%+4.5%0.054%
7/22/2025 Euro Pacific Asset Management LLC10,633$648K0.1%N/A0.010%
7/22/2025 Valeo Financial Advisors LLC4,832$294K0.0%-36.7%0.005%
7/22/2025 Sage Financial Group Inc.87,891$5.36M0.4%-1.4%0.083%
7/22/2025 Marks Group Wealth Management Inc12,511$762K0.1%-2.6%0.012%
7/22/2025 Merit Financial Group LLC2,611,549$159.15M1.8%+52.5%2.473%
7/22/2025 Gutierrez Wealth Advisory LLC19,852$1.21M0.8%N/A0.019%
7/21/2025 Financial Council LLC51,573$3.14M1.5%+0.4%0.049%
7/21/2025 Fortis Capital Advisors LLC45,590$2.78M0.5%+6.2%0.043%
7/21/2025 Ameritas Advisory Services LLC871$53K0.0%N/A0.001%
7/21/2025 Abundance Wealth Counselors519,369$31.65M5.9%+2.2%0.492%
7/21/2025 Atwater Malick LLC25,460$1.55M0.5%+193.5%0.024%
7/21/2025 Mirae Asset Global Investments Co. Ltd.199,557$12.16M0.0%+486.9%0.189%
7/21/2025 FSA Wealth Partners Inc.244,728$14.91M7.2%+1,760.1%0.232%
7/21/2025 Syntax Research Inc.43,856$2.67M1.9%-36.9%0.042%
7/21/2025 Sageworth Trust Co of South Dakota44,184$2.69M2.9%+0.6%0.042%
7/21/2025 Sageworth Trust Co1,456,871$88.78M4.9%-1.5%1.380%
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7/18/2025 Philip James Wealth Mangement LLC50,956$3.11M0.4%+0.3%0.048%
7/18/2025 Parsons Capital Management Inc. RI39,401$2.40M0.1%+25.3%0.037%
7/18/2025 Madrona Financial Services LLC193,407$11.79M2.8%+13.6%0.183%
7/18/2025 Arcadia Wealth Management LLC154,066$9.39M4.1%+2.6%0.146%
7/18/2025 Truist Financial Corp249,249$15.19M0.0%+0.5%0.236%
7/17/2025 Capital Investment Advisors LLC439,593$26.79M0.5%-0.6%0.416%
7/17/2025 Oak Family Advisors LLC46,110$2.81M0.9%+25.0%0.044%
7/17/2025 Janney Montgomery Scott LLC238,180$14.52M0.0%+27.2%0.226%
7/17/2025 Smith Anglin Financial LLC22,624$1.38M0.1%+0.8%0.021%
7/17/2025 Astoria Strategic Wealth Inc.34,291$2.09M0.6%-7.1%0.032%
(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, 517 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 ($391.12M), Morgan Stanley ($220.60M), Merit Financial Group LLC ($159.15M), UBS Group AG ($147.23M), Sageworth Trust Co ($88.78M), New York State Common Retirement Fund ($81.25M), and German American Bancorp Inc. ($81.12M).Learn more on iShares MSCI ACWI ex U.S. ETF's institutional investors.

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

Of the 436 institutional investors that purchased iShares MSCI ACWI ex U.S. ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($2.86M), Merit Financial Group LLC ($2.60M), Bank of America Corp DE ($2.55M), Jane Street Group LLC ($1.56M), Focus Partners Wealth ($1.40M), Raymond James Financial Inc. ($1.38M), and Winthrop Advisory Group LLC ($968.34K).

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

Institutional investors have bought a total of 24,985,316 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

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

Of the 196 institutional investors that sold iShares MSCI ACWI ex U.S. ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($2.10M), Factory Mutual Insurance Co. ($1.07M), Wellington Management Group LLP ($730.37K), Clark Capital Management Group Inc. ($572.91K), Ameriprise Financial Inc. ($469.37K), Royal Bank of Canada ($450.57K), and Jennison Associates LLC ($394.58K).

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

Institutional investors have sold a total of 10,306,593 shares in the last 24 months. This volume of shares sold represents approximately $567.16M in transactions.



This page (NASDAQ:ACWX) was last updated on 8/6/2025 by MarketBeat.com Staff
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