iShares MSCI ACWI ETF (ACWI) Institutional Ownership

$112.16
+0.26 (+0.23%)
(As of 05/17/2024 ET)

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)
342
Total
Institutional Inflows
(last 12 months)
$12.36B
Number of
Institutional Sellers
(last 12 months)
291
Total
Institutional Outflows
(last 12 months)
$3.62B
Get ACWI Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI ACWI ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/17/2024First Citizens Asset Management Inc.4,699$518K0.2%-13.5%0.003%
5/17/2024 Comerica Bank83,514$9.20M0.0%-24.6%0.050%
5/16/2024 Jane Street Group LLC8,834,809$972.98M0.2%+804.0%5.290%
5/16/2024 WMS Partners LLC70,060$7.72M0.5%-12.0%0.042%
5/16/2024 Waverly Advisors LLC76,768$8.45M0.2%+60.3%0.046%
5/16/2024 Zurich Insurance Group Ltd FI50,304$5.51M0.1%+1,467.6%0.030%
5/15/2024 Price T Rowe Associates Inc. MD14,893$1.64M0.0%N/A0.009%
5/15/2024 Cornerstone Partners Capital Management LLC258,541$28.47M1.9%-22.3%0.155%
5/15/2024 Lazard Asset Management LLC31,595$3.48M0.0%-87.8%0.019%
5/14/2024 Capital World Investors26,799$2.95M0.0%-55.9%0.016%
5/14/2024 Capital Research Global Investors10,040$1.11M0.0%-58.0%0.006%
5/14/2024 Toronto Dominion Bank1,050,000$115.64M0.2%-80.2%0.629%
5/14/2024 Capital International Investors184,286$20.30M0.0%-62.4%0.110%
5/14/2024 Capital Group Private Client Services Inc.36,878$4.06M0.0%-99.1%0.022%
5/14/2024 Axxcess Wealth Management LLC3,257$359K0.0%-6.4%0.002%
5/14/2024 EP Wealth Advisors LLC29,594$3.26M0.0%-2.8%0.018%
5/14/2024 Freestone Capital Holdings LLC39,615$4.36M0.2%+23.3%0.024%
5/14/2024 Northwest Wealth Management LLC3,430$378K0.1%-7.0%0.002%
5/14/2024 Crewe Advisors LLC2,111$232K0.0%+160.3%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund10,000$1.10M0.0%-89.3%0.006%
5/14/2024 Oxford Financial Group LTD. LLC239,493$26.38M1.8%-7.3%0.143%
5/14/2024 National Bank of Canada FI1,869,074$205.93M0.3%-12.9%1.119%
5/14/2024 Lake Street Advisors Group LLC45,662$5.03M0.2%+110.5%0.027%
5/14/2024 Arjuna Capital2,461$271K0.1%N/A0.001%
5/13/2024 Bessemer Group Inc.431,435$47.51M0.1%-46.1%0.258%
5/13/2024 Capitolis Liquid Global Markets LLC235,000$25.88M0.4%-82.0%0.141%
5/13/2024 O Shaughnessy Asset Management LLC9,455$1.04M0.0%-37.4%0.006%
5/13/2024 PAX Financial Group LLC43,888$4.83M1.0%-5.3%0.026%
5/11/2024 NYL Investors LLC84,000$9.25M0.3%-8.5%0.050%
5/11/2024 Edgestream Partners L.P.13,055$1.44M0.1%+129.2%0.008%
5/11/2024 Hirtle Callaghan & Co LLC26,276$2.89M0.1%-5.9%0.016%
5/10/2024 Osaic Holdings Inc.258,480$28.47M0.1%-2.9%0.155%
5/10/2024 Fiducient Advisors LLC3,612$398K0.1%+15.2%0.002%
5/10/2024 Banco Santander S.A.179,089$19.72M0.2%+39.2%0.107%
5/9/2024 RFP Financial Group LLC24,848$2.74M1.1%+2.2%0.015%
5/9/2024 Brighton Jones LLC21,266$2.34M0.1%-3.4%0.013%
5/9/2024 Blair William & Co. IL8,462$932K0.0%+3.5%0.005%
5/9/2024 HBK Sorce Advisory LLC3,299$363K0.0%+11.0%0.002%
5/9/2024 Kingsview Wealth Management LLC23,123$2.55M0.1%N/A0.014%
5/9/2024 Managed Asset Portfolios LLC25,374$2.79M0.4%-56.0%0.015%
Man who spotted Apple at $1.49 says: “Buy These 6 AI Stocks.” (Ad)

Man who spotted Apple at $1.49 says: "Buy These 6 AI Stocks."

And these will be the biggest winners
5/8/2024 Barings LLC49,530$5.46M0.1%+40.7%0.030%
5/8/2024 Sheets Smith Wealth Management7,753$854K0.1%-3.6%0.005%
5/8/2024 P E Global LLC2,367,699$260.76M69.6%N/A1.418%
5/8/2024 Bleakley Financial Group LLC19,449$2.14M0.1%-2.0%0.012%
5/8/2024 US Bancorp DE254,944$28.08M0.0%-4.0%0.153%
5/8/2024 Headlands Technologies LLC3,154$347K0.1%+341.7%0.002%
5/7/2024 Choate Investment Advisors10,058$1.11M0.0%+19.6%0.006%
5/7/2024 Atomi Financial Group Inc.3,684$406K0.0%N/A0.002%
5/7/2024 49 Wealth Management LLC57,958$6.37M1.4%+0.6%0.035%
5/7/2024SIH Partners LLLP19,116$2.11M1.5%+94.7%0.011%
5/7/2024 PFG Advisors84,448$9.30M0.7%+16.2%0.051%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,528$609K0.0%-1.8%0.003%
5/7/2024 SG Americas Securities LLC137,646$15.16M0.1%N/A0.082%
5/7/2024 Moneda S.A. Administradora General de Fondos44,727$4.93M2.8%-7.7%0.027%
5/6/2024 Envestnet Portfolio Solutions Inc.14,936$1.65M0.0%-1.9%0.009%
5/6/2024 Leuthold Group LLC1,933$213K0.0%N/A0.001%
5/6/2024 SYM FINANCIAL Corp15,239$1.68M0.3%-1.0%0.009%
5/6/2024 Advisory Alpha LLC5,993$660K0.0%-12.0%0.004%
5/6/2024 Financial Council LLC38,297$4.22M2.5%-0.5%0.023%
5/3/2024 Signaturefd LLC27,222$3.00M0.1%+0.8%0.016%
5/3/2024 Avidian Wealth Solutions LLC17,752$1.96M0.1%-47.3%0.011%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC1,977$218K0.1%N/A0.001%
5/3/2024 Chevy Chase Trust Holdings LLC14,523$1.60M0.0%-9.9%0.009%
5/3/2024 Whittier Trust Co.7,517$828K0.0%-13.7%0.004%
5/2/2024 USAdvisors Wealth Management LLC47,054$5.18M1.9%-4.1%0.028%
5/2/2024 Peregrine Asset Advisers Inc.10,719$1.18M0.5%-1.3%0.006%
5/2/2024 Jennison Associates LLC9,152$1.01M0.0%-59.5%0.005%
5/2/2024 FinTrust Capital Advisors LLC8,785$967K0.2%-40.5%0.005%
5/2/2024 Consolidated Planning Corp2,006$221K0.0%-5.7%0.001%
5/2/2024 Quent Capital LLC697$77K0.0%+2,148.4%0.000%
5/2/2024 St. Louis Trust Co27,496$3.03M0.5%-8.9%0.016%
5/2/2024 Palisade Asset Management LLC1,749$193K0.0%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC11,601$1.28M0.0%-75.2%0.007%
5/1/2024 Blue Trust Inc.382,888$42.17M0.6%+6.3%0.228%
5/1/2024 Mirae Asset Global Investments Co. Ltd.421,823$46.46M0.1%-20.9%0.251%
5/1/2024 Concourse Financial Group Securities Inc.3,862$425K0.0%+19.8%0.002%
5/1/2024 Sequoia Financial Advisors LLC1,183,019$130.29M1.6%+3.6%0.703%
4/30/2024 Private Advisor Group LLC7,876$867K0.0%-1.5%0.005%
4/30/2024 Saxony Capital Management LLC30,787$3.39M4.1%+0.5%0.018%
4/30/2024 HB Wealth Management LLC21,072$2.32M0.0%+0.5%0.013%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.29,054$3.19M0.1%-60.4%0.017%
4/30/2024 Macroview Investment Management LLC322$35K0.0%-78.1%0.000%
4/30/2024 Naples Global Advisors LLC4,485$494K0.1%-2.7%0.003%
4/30/2024 Perigon Wealth Management LLC4,427$488K0.0%-15.2%0.003%
4/30/2024 Privium Fund Management UK Ltd168,640$18.42M9.2%+369.7%0.100%
4/29/2024Commonwealth Equity Services LLC39,901$4.39M0.0%-14.3%0.024%
4/29/2024 RWA Wealth Partners LLC15,233$1.68M0.0%-13.8%0.009%
4/27/2024 K.J. Harrison & Partners Inc11,681$1.29M0.2%+7.7%0.007%
4/26/2024 Plan Group Financial LLC73,441$8.09M5.3%+13.1%0.043%
4/26/2024 Ashford Advisors LLC120,285$13.25M3.3%+206.9%0.070%
Man who spotted Apple at $1.49 says: “Buy These 6 AI Stocks.” (Ad)

Man who spotted Apple at $1.49 says: "Buy These 6 AI Stocks."

And these will be the biggest winners
4/26/2024 Crestone Asset Management LLC205,614$22.64M4.6%+18.3%0.120%
4/26/2024 YHB Investment Advisors Inc.29,425$3.24M0.3%-18.7%0.017%
4/26/2024 Sage Advisory Services Ltd.Co.8,841$974K0.3%-14.1%0.005%
4/26/2024 Mesirow Financial Investment Management Inc.14,858$1.64M0.0%N/A0.009%
4/26/2024 Bogart Wealth LLC691,221$76.12M3.9%+0.6%0.405%
4/25/2024 Capital Investment Advisory Services LLC15,467$1.70M0.2%-8.8%0.009%
4/25/2024 Simplex Trading LLC24,011$2.64M0.0%+2,335.2%0.014%
4/25/2024 Valeo Financial Advisors LLC8,757$935K0.0%-7.2%0.005%
4/25/2024 Cambridge Investment Research Advisors Inc.58,119$6.40M0.0%+6.1%0.034%
4/25/2024 Christopher J. Hasenberg Inc870$96K0.0%N/A0.001%
(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, 664 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), UBS Group AG ($602.75M), MKP Capital Management L.L.C. ($435.25M), Cibc World Markets Corp ($356.20M), and OVERSEA CHINESE BANKING Corp Ltd ($341.24M).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 547 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 ($84.38M), National Bank of Canada FI ($8.93M), Bank of Nova Scotia ($7.92M), Jane Street Group LLC ($7.86M), Toronto Dominion Bank ($7.68M), 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 183,151,056 shares in the last 24 months. This purchase volume represents approximately $20.99B in transactions.

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

Of the 416 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: Toronto Dominion Bank ($8.79M), National Bank of Canada FI ($7.07M), Bank of Nova Scotia ($7.02M), Capital Group Private Client Services Inc. ($5.44M), Healthcare of Ontario Pension Plan Trust Fund ($4.60M), MKP Capital Management L.L.C. ($4.26M), and Bessemer Group Inc. ($3.23M).

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

Institutional investors have sold a total of 76,135,923 shares in the last 24 months. This volume of shares sold represents approximately $9.56B in transactions.


This page (NASDAQ:ACWI) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners