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

iShares MSCI ACWI ex U.S. ETF logo
$53.98 -0.60 (-1.10%)
Closing price 01/31/2025 04:00 PM Eastern
Extended Trading
$53.98 0.00 (0.00%)
As of 01/31/2025 05:30 PM Eastern
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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)
234
Total
Institutional Inflows
(last 12 months)
$605.38M
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$497.79M
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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
1/31/2025Joel Adams & Associates Inc.8,623$450K0.4%N/A0.009%
1/31/2025Global Retirement Partners LLC28,261$1.47M0.0%-4.1%0.031%
1/31/2025Kestra Investment Management LLC1,265$66K0.0%N/A0.001%
1/31/2025Beta Wealth Group Inc.64,401$3.36M1.5%+2.9%0.071%
1/31/2025Atria Wealth Solutions Inc.19,150$999K0.0%+12.0%0.021%
1/31/2025Truist Financial Corp251,002$13.09M0.0%+15.8%0.276%
1/31/2025Martin & Co. Inc. TN113,163$5.90M1.5%-3.6%0.124%
1/31/2025Partners Capital Investment Group LLP42,607$2.22M0.1%-26.8%0.047%
1/31/2025NTV Asset Management LLC51,846$2.70M0.4%-1.5%0.057%
1/31/2025Sanctuary Advisors LLC59,927$3.27M0.0%-6.2%0.066%
1/31/2025Philip James Wealth Mangement LLC66,945$3.49M0.5%-75.1%0.074%
1/31/2025WBH Advisory Inc.13,638$711K0.1%+22.9%0.015%
1/31/2025JFS Wealth Advisors LLC39,809$2.08M0.1%-3.4%0.044%
1/30/2025 Strategic Financial Concepts LLC20,341$1.06M0.0%N/A0.022%
1/30/2025 Rhumbline Advisers202,301$10.55M0.0%+41.5%0.222%
1/30/2025 Valeo Financial Advisors LLC7,526$393K0.0%+54.9%0.008%
1/30/2025 Blue Trust Inc.119,068$6.21M0.1%-10.0%0.131%
1/30/2025 Catalyst Financial Partners LLC31,000$1.62M0.3%-10.8%0.034%
1/30/2025 Aries Wealth Management7,461$389K0.1%+54.3%0.008%
1/29/2025 Avestar Capital LLC14,289$745K0.1%-1.3%0.016%
1/29/2025 Marks Group Wealth Management Inc12,743$665K0.1%+1.5%0.014%
1/29/2025 Certuity LLC51,437$2.68M0.3%+1.5%0.057%
1/29/2025 David Wealth Management LLC13,779$719K0.6%N/A0.015%
1/29/2025 JSF Financial LLC5,133$268K0.1%N/A0.006%
1/29/2025 Essex Financial Services Inc.4,326$226K0.0%-4.2%0.005%
1/29/2025 Mill Creek Capital Advisors LLC249,036$12.99M0.3%-0.3%0.274%
1/29/2025 Ocean Park Asset Management LLC23,168$1.21M0.0%+520.5%0.025%
1/29/2025 Opal Wealth Advisors LLC4,510$235K0.1%N/A0.005%
1/29/2025 Comprehensive Financial Planning Inc. PA581$30K0.0%N/A0.001%
1/29/2025 Savant Capital LLC19,405$1.01M0.0%+5.0%0.021%
1/28/2025 Kestra Private Wealth Services LLC8,199$428K0.0%N/A0.009%
1/28/2025 Vaughan Nelson Investment Management L.P.12,100$631K0.0%N/A0.013%
1/28/2025 Quotient Wealth Partners LLC6,157$321K0.0%+27.4%0.007%
1/28/2025 WCM Investment Management LLC12,463$651K0.0%N/A0.014%
1/28/2025 Sageworth Trust Co of South Dakota43,929$2.29M2.9%-3.5%0.048%
1/28/2025 Sageworth Trust Co1,488,876$77.66M4.8%-1.4%1.636%
1/28/2025 Strategic Financial Concepts LLC20,341$1.06M0.0%N/A0.022%
1/28/2025 Leo Wealth LLC18,407$960K0.1%+1.2%0.020%
1/27/2025 Oakworth Capital Inc.31,852$1.66M0.1%+11,275.7%0.035%
1/27/2025 Financial Advocates Investment Management41,020$2.14M0.1%+69.5%0.045%
Elon’s Chosen Ones (Ad)

Millions of Federal employees just got put on notice... In a single sweeping move, President Trump just offered to pay eight months' salary to any Federal worker who voluntarily quits. But according to one Boston-based think tank, who has consulted with the Pentagon, US Army, Harvard and who's work has been followed by many of the world's biggest banks...

It's likely just the start of a MUCH more radical move.
1/27/2025 Bleakley Financial Group LLC17,632$920K0.0%+60.8%0.019%
1/27/2025 Silverlake Wealth Management LLC7,422$387K0.1%+78.4%0.008%
1/27/2025 Cassia Capital Partners LLC146,168$7.62M4.9%+0.7%0.161%
1/24/2025 Calamos Wealth Management LLC860,000$44.86M2.2%+6.4%0.931%
1/24/2025 Calamos Advisors LLC34,891$1.82M0.0%+1.2%0.038%
1/24/2025 Archer Investment Management LLC6,774$353K0.2%N/A0.007%
1/24/2025 Jennison Associates LLC438,605$22.88M0.0%+249.6%0.475%
1/24/2025 Oak Family Advisors LLC35,758$1.87M0.7%-0.7%0.039%
1/24/2025 Red Tortoise LLC45,711$2.38M1.2%+1.4%0.049%
1/24/2025 U.S. Capital Wealth Advisors LLC4,799$250K0.0%N/A0.005%
1/24/2025 Spire Wealth Management307,978$16.06M0.5%-19.6%0.333%
1/24/2025 Osborne Partners Capital Management LLC308,785$16.11M0.9%-3.3%0.334%
1/24/2025 SeaBridge Investment Advisors LLC13,951$728K0.2%N/A0.015%
1/24/2025 Factory Mutual Insurance Co.90,000$4.69M0.1%-92.2%0.097%
1/23/2025 Heck Capital Advisors LLC3,968$207K0.0%N/A0.004%
1/23/2025 Arcadia Wealth Management LLC140,560$7.33M3.7%+148.5%0.152%
1/23/2025 Sage Financial Group Inc.103,105$5.38M0.4%+51.2%0.112%
1/23/2025 Highland Capital Management LLC22,441$1.17M0.1%-1.7%0.024%
1/23/2025 Williams & Novak LLC9,714$507K0.5%-1.9%0.011%
1/22/2025 Mayflower Financial Advisors LLC35,858$1.87M0.3%-0.6%0.039%
1/22/2025 Perigon Wealth Management LLC4,275$224K0.0%-73.3%0.005%
1/22/2025 Charter Oak Capital Management LLC151,008$7.88M0.7%-1.4%0.163%
1/22/2025 FSC Wealth Advisors LLC3,406$178K0.1%N/A0.004%
1/22/2025 Epiq Partners LLC18,753$978K0.5%+22.1%0.020%
1/22/2025 Parsons Capital Management Inc. RI20,118$1.05M0.1%-3.4%0.022%
1/22/2025 Mount Yale Investment Advisors LLC25,338$1.32M0.1%N/A0.027%
1/22/2025 Cornerstone Wealth Group LLC352,840$18.40M1.5%-3.9%0.382%
1/22/2025 Blue Trust Inc.122,565$7.01M0.1%-7.4%0.133%
1/21/2025 Clarendon Private LLC59,453$3.10M3.2%N/A0.064%
1/21/2025 First Citizens Bank & Trust Co.40,465$2.11M0.0%+8.6%0.044%
1/21/2025 Goelzer Investment Management Inc.106,880$5.58M0.3%-2.5%0.116%
1/21/2025 Curated Wealth Partners LLC4,579$239K0.0%-30.7%0.005%
1/21/2025 Brighton Jones LLC4,784$250K0.0%N/A0.005%
1/17/2025 Madrona Financial Services LLC9,591$500K0.1%-44.9%0.010%
1/17/2025 Janney Montgomery Scott LLC195,947$10.22M0.0%+45.8%0.212%
1/17/2025 Magnus Financial Group LLC5,396$281K0.0%-42.6%0.006%
1/17/2025 Simon Quick Advisors LLC51,543$2.69M0.2%-7.4%0.056%
1/16/2025 Lmcg Investments LLC53,596$2.80M0.2%N/A0.058%
1/16/2025 ARS Investment Partners LLC15,398$803K0.1%+138.3%0.017%
1/16/2025 CMH Wealth Management LLC231,043$12.05M2.8%+1.3%0.250%
1/16/2025 Harbor Investment Advisory LLC16,894$881K0.1%+35.2%0.018%
1/16/2025 MassMutual Private Wealth & Trust FSB6,295$328K0.0%N/A0.007%
1/16/2025 Donor Advised Charitable Giving Inc.8,144$425K0.0%N/A0.009%
1/16/2025 Diversify Advisory Services LLC14,480$747K0.0%-63.8%0.016%
1/16/2025 Diversify Wealth Management LLC22,826$1.18M0.1%N/A0.025%
1/16/2025 City Holding Co.27,855$1.45M0.2%+22.8%0.030%
1/15/2025 Aaron Wealth Advisors LLC88,158$4.60M0.5%-0.3%0.095%
1/15/2025 Premier Path Wealth Partners LLC136,989$7.15M1.1%+26.7%0.148%
1/15/2025 Arkadios Wealth Advisors44,970$2.35M0.1%-3.0%0.049%
1/15/2025 LongView Wealth Management4,970$259K0.1%N/A0.005%
Elon’s Chosen Ones (Ad)

Millions of Federal employees just got put on notice... In a single sweeping move, President Trump just offered to pay eight months' salary to any Federal worker who voluntarily quits. But according to one Boston-based think tank, who has consulted with the Pentagon, US Army, Harvard and who's work has been followed by many of the world's biggest banks...

It's likely just the start of a MUCH more radical move.
1/15/2025 Merit Financial Group LLC11,112$580K0.0%+6.0%0.012%
1/15/2025 Procyon Advisors LLC19,579$1.02M0.1%+2.2%0.021%
1/15/2025 Mirador Capital Partners LP7,460$389K0.1%+3.8%0.008%
1/14/2025 Rovin Capital UT ADV26,421$1.38M0.5%-8.9%0.029%
1/14/2025 Smith Anglin Financial LLC17,057$890K0.1%+1.5%0.018%
1/14/2025 Apella Capital LLC109,940$5.73M0.2%-1.2%0.119%
1/14/2025 Park Avenue Securities LLC150,175$7.83M0.1%+17.9%0.163%
1/14/2025 Tlwm823,546$42.96M8.5%+1.0%0.891%
1/14/2025 Graves Light Lenhart Wealth Inc.47,879$2.50M0.3%-2.5%0.052%
1/13/2025 Claro Advisors LLC9,705$506K0.1%-21.0%0.011%
(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, 475 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), UBS Group AG ($147.23M), German American Bancorp Inc. ($87.94M), New York State Common Retirement Fund ($81.25M), Sageworth Trust Co ($77.66M), 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 399 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: Flow Traders U.S. LLC ($3.95M), Wellington Management Group LLP ($1.99M), Factory Mutual Insurance Co. ($1.77M), Bank of America Corp DE ($940.63K), Cerity Partners LLC ($856.57K), Winthrop Advisory Group LLC ($757.43K), and Allspring Global Investments Holdings LLC ($730K).

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

Institutional investors have bought a total of 31,629,243 shares in the last 24 months. This purchase volume represents approximately $1.80B in transactions.

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

Of the 254 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: Factory Mutual Insurance Co. ($2.60M), Jane Street Group LLC ($2.10M), Rhumbline Advisers ($2.08M), Wellington Management Group LLP ($1.97M), Allspring Global Investments Holdings LLC ($1.84M), Goldman Sachs Group Inc. ($579.80K), and Envestnet Asset Management Inc. ($557.97K).

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

Institutional investors have sold a total of 20,797,705 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.



This page (NASDAQ:ACWX) was last updated on 2/1/2025 by MarketBeat.com Staff
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