ACWI Institutional Ownership
iShares MSCI ACWI ETF
1W: -0.6%
1M: -0.0%
3M: +1.3%
YTD: +12.3%
1Y: +16.2%
3Y: +81.5%
5Y: +68.5%
$160.09
+1.35 (+0.85%)
Weekly Expected Move ±1.7%
$155
$157
$160
$163
$165
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — ACWI
882
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
15B
Total Invested
90
New Positions
301
Increased
284
Reduced
36
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (930 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 11,192,473 | 1.8B | +474,558 | +4.4% | 60Q | SEC ↗ |
| 2 | BNP PARIBAS FINANCIAL MARKETS | 4,945,603 | $792M | +3,281,423 | +197.2% | 37Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 2,231,651 | $357M | +847,196 | +61.2% | 15Q | SEC ↗ |
| 4 | Harel Insurance Investments & Financia | 2,110,162 | $338M | +2,075,955 | +6068.8% | 43Q | SEC ↗ |
| 5 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2,046,529 | $328M | +1,389,639 | +211.5% | 18Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 1,908,952 | $306M | -150,274 | -7.3% | 65Q | SEC ↗ |
| 7 | Sageworth Trust Co | 1,726,067 | $276M | -3,891 | -0.2% | 53Q | SEC ↗ |
| 8 | NORTHERN TRUST CORP | 1,596,244 | $256M | +47,424 | +3.1% | 45Q | SEC ↗ |
| 9 | Rector, Church-Wardens & Vestrymen of | 1,590,032 | $255M | -257,848 | -14.0% | 6Q | SEC ↗ |
| 10 | NATIONAL BANK OF CANADA /FI | 1,580,926 | $253M | +304,008 | +23.8% | 19Q | SEC ↗ |
| 11 | Phoenix Financial Ltd. | 1,512,202 | $242M | +114,949 | +8.2% | 13Q | SEC ↗ |
| 12 | P/E Global LLC | 1,391,035 | $223M | -55,552 | -3.8% | 10Q | SEC ↗ |
| 13 | PNC Financial Services Group, Inc. | 1,387,365 | $222M | -1,113 | -0.1% | 15Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 1,383,598 | $222M | -470,130 | -25.4% | 58Q | SEC ↗ |
| 15 | PRUDENTIAL PLC | 1,365,357 | $219M | +17,360 | +1.3% | 18Q | SEC ↗ |
| 16 | ICONIQ Capital, LLC | 1,356,798 | $217M | +40,938 | +3.1% | 52Q | SEC ↗ |
| 17 | Granger Management LLC | 1,322,121 | $212M | -536,000 | -28.8% | 23Q | SEC ↗ |
| 18 | Mass General Brigham, Inc | 1,259,657 | $202M | -893,820 | -41.5% | 3Q | SEC ↗ |
| 19 | UBS Group AG | 1,178,489 | $189M | +29,030 | +2.5% | 47Q | SEC ↗ |
| 20 | Sequoia Financial Advisors, LLC | 1,146,645 | $184M | -51,251 | -4.3% | 40Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 1,127,700 | $181M | +243,694 | +27.6% | 15Q | SEC ↗ |
| 22 | Allianz Asset Management GmbH | 1,089,050 | $174M | +43,622 | +4.2% | 45Q | SEC ↗ |
| 23 | Bogart Wealth, LLC | 1,049,707 | $168M | +17,782 | +1.7% | 39Q | SEC ↗ |
| 24 | COMMON FUND FOR NONPROFIT ORGANIZATION | 1,038,012 | $166M | +153,501 | +17.4% | 9Q | SEC ↗ |
| 25 | DIMENSION CAPITAL MANAGEMENT LLC | 1,010,593 | $162M | +169,654 | +20.2% | 39Q | SEC ↗ |
| 26 | BANK OF MONTREAL /CAN | 958,002 | $153M | +112,156 | +13.3% | 53Q | SEC ↗ |
| 27 | Clal Insurance Enterprises Holdings Lt | 896,500 | $144M | -25,000 | -2.7% | 4Q | SEC ↗ |
| 28 | HF Capital, LLC | 868,367 | $139M | -34,708 | -3.8% | 3Q | SEC ↗ |
| 29 | Parkwood LLC | 839,961 | $134M | +658,591 | +363.1% | 2Q | SEC ↗ |
| 30 | MAI Capital Management | 806,928 | $129M | +786,962 | +3941.5% | 14Q | SEC ↗ |
| 31 | CAPITAL ADVISORS INC/OK | 798,281 | $128M | +5,625 | +0.7% | 9Q | SEC ↗ |
| 32 | IEQ CAPITAL, LLC | 795,286 | $127M | +24,603 | +3.2% | 27Q | SEC ↗ |
| 33 | BROWN ADVISORY INC | 791,591 | $127M | +99,013 | +14.3% | 56Q | SEC ↗ |
| 34 | Pathstone Holdings, LLC | 733,357 | $117M | +416,146 | +131.2% | 11Q | SEC ↗ |
| 35 | ALLIANCEBERNSTEIN L.P. | 709,499 | $114M | +90,171 | +14.6% | 48Q | SEC ↗ |
| 36 | Corient Private Wealth LP | 687,632 | $110M | -105,950 | -13.4% | 15Q | SEC ↗ |
| 37 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 672,938 | $108M | -6,717 | -1.0% | 25Q | SEC ↗ |
| 38 | HSBC HOLDINGS PLC | 658,288 | $105M | +26,273 | +4.2% | 63Q | SEC ↗ |
| 39 | Copos Capital B.V. NEW | 654,673 | $105M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Mirae Asset Global Investments Co., Lt | 653,715 | $105M | +2,605 | +0.4% | 4Q | SEC ↗ |
| 41 | BlackRock, Inc. | 626,460 | $100M | -11,075 | -1.7% | 8Q | SEC ↗ |
| 42 | Two Creeks Capital Management, LP NEW | 583,355 | $93M | — | +0.0% | 1Q | SEC ↗ |
| 43 | NorthStar Asset Management LLC /NJ NEW | 567,655 | $91M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Verger Capital Management LLC | 561,194 | $90M | -42,969 | -7.1% | 32Q | SEC ↗ |
| 45 | LOWE BROCKENBROUGH & CO INC | 542,352 | $87M | -98,875 | -15.4% | 20Q | SEC ↗ |
| 46 | OVERSEA-CHINESE BANKING Corp Ltd | 531,034 | $85M | -81,780 | -13.3% | 15Q | SEC ↗ |
| 47 | Federation des caisses Desjardins du Q | 525,899 | $84M | +66,893 | +14.6% | 37Q | SEC ↗ |
| 48 | CANADA LIFE ASSURANCE Co NEW | 516,463 | $83M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Allianz SE | 515,415 | $83M | +6,631 | +1.3% | 10Q | SEC ↗ |
| 50 | BANK OF NOVA SCOTIA | 508,414 | $81M | +151,494 | +42.4% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Copos Capital B.V. | 654,673 | $105M |
| Two Creeks Capital Management, LP | 583,355 | $93M |
| NorthStar Asset Management LLC /NJ | 567,655 | $91M |
| CANADA LIFE ASSURANCE Co | 516,463 | $83M |
| ACADIAN ASSET MANAGEMENT LLC | 328,087 | $53M |
| Horizon Wealth Management, LLC | 273,345 | $44M |
| KB Prvo drustvo za upravuvanje so z | 270,635 | $43M |
| Liberty Mutual Group Asset Manageme | 188,000 | $30M |
| MEITAV INVESTMENT HOUSE LTD | 163,021 | $26M |
| BRANDES INVESTMENT PARTNERS, LP | 120,150 | $19M |
| Wilkinson Global Asset Management L | 96,241 | $15M |
| JANE STREET GROUP, LLC | 63,328 | $10M |
| Hilltop Partners LLC | 56,256 | $9M |
| Moneda S.A. Administradora General | 41,923 | $7M |
| OV Management LLC | 41,611 | $7M |
| Onyx Bridge Wealth Group LLC | 37,882 | $6M |
| LGT Group Foundation | 27,100 | $4M |
| Trilogy Capital Inc. | 25,974 | $4M |
| BlueStem Wealth Partners, LLC | 23,934 | $4M |
| PRUDENTIAL FINANCIAL INC | 21,300 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 794,905 | $127M |
| Arlington Capital Management, Inc. | 171,025 | $27M |
| Guardian Partners Inc. | 165,370 | $26M |
| TORONTO DOMINION BANK | 100,048 | $16M |
| Financial Management Professionals, | 63,724 | $10M |
| Centiva Capital, LP | 52,500 | $8M |
| Brown University | 35,400 | $6M |
| MOODY NATIONAL BANK TRUST DIVISION | 32,728 | $5M |
| Wick Capital Partners, LLC | 19,565 | $3M |
| Aristotle Capital Management, LLC | 18,785 | $3M |
| Clarus Wealth Advisors | 17,494 | $3M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 14,359 | $2M |
| Landing Point Financial Group, LLC | 13,586 | $2M |
| SILVERCREST ASSET MANAGEMENT GROUP | 13,233 | $2M |
| Sarasin & Partners LLP | 11,679 | $2M |
| First National Trust Co | 10,765 | $2M |
| Venturi Wealth Management, LLC | 10,253 | $2M |
| DRW Securities, LLC | 9,591 | $2M |
| London & Capital Asset Management L | 9,477 | $2M |
| PFG Advisors | 9,143 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | +3,281,423 | +197.2% | 4,945,603 |
| Harel Insurance Investments & Finan | +2,075,955 | +6068.8% | 2,110,162 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +1,389,639 | +211.5% | 2,046,529 |
| BANK OF AMERICA CORP /DE | +847,196 | +61.2% | 2,231,651 |
| MAI Capital Management | +786,962 | +3941.5% | 806,928 |
| Parkwood LLC | +658,591 | +363.1% | 839,961 |
| MORGAN STANLEY | +474,558 | +4.4% | 11,192,473 |
| BROWN BROTHERS HARRIMAN & CO | +455,825 | +19405.1% | 458,174 |
| Pathstone Holdings, LLC | +416,146 | +131.2% | 733,357 |
| WCM INVESTMENT MANAGEMENT, LLC | +368,363 | +522.8% | 438,825 |
| NOMURA ASSET MANAGEMENT CO LTD | +311,464 | +160.9% | 505,073 |
| NATIONAL BANK OF CANADA /FI | +304,008 | +23.8% | 1,580,926 |
| GOLDMAN SACHS GROUP INC | +243,694 | +27.6% | 1,127,700 |
| Naviter Wealth, LLC | +205,534 | +114.6% | 384,843 |
| Pinnacle Financial Partners, Inc. | +197,951 | +3576.4% | 203,486 |
| AMERIPRISE FINANCIAL INC | +196,832 | +133.0% | 344,784 |
| DIMENSION CAPITAL MANAGEMENT LLC | +169,654 | +20.2% | 1,010,593 |
| ENVESTNET ASSET MANAGEMENT INC | +163,898 | +69.0% | 401,408 |
| COMMON FUND FOR NONPROFIT ORGANIZAT | +153,501 | +17.4% | 1,038,012 |
| BANK OF NOVA SCOTIA | +151,494 | +42.4% | 508,414 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mass General Brigham, Inc | -893,820 | -41.5% | 1,259,657 |
| CIBC Bancorp USA Inc. | -682,785 | -98.2% | 12,767 |
| Granger Management LLC | -536,000 | -28.8% | 1,322,121 |
| CIBC WORLD MARKET INC. | -523,733 | -96.9% | 16,529 |
| Metis Global Partners, LLC | -513,339 | -99.1% | 4,495 |
| JPMORGAN CHASE & CO | -470,130 | -25.4% | 1,383,598 |
| Jasper Ridge Partners, L.P. | -354,957 | -59.1% | 246,089 |
| Rector, Church-Wardens & Vestrymen | -257,848 | -14.0% | 1,590,032 |
| Nearwater Capital Markets, Ltd | -209,800 | -32.7% | 431,900 |
| POLEN CAPITAL MANAGEMENT LLC | -185,875 | -60.7% | 120,540 |
| WELLS FARGO & COMPANY/MN | -150,274 | -7.3% | 1,908,952 |
| JENNISON ASSOCIATES LLC | -147,862 | -80.7% | 35,423 |
| Capital International Investors | -147,432 | -25.7% | 427,267 |
| Qube Research & Technologies Ltd | -137,800 | -62.2% | 83,902 |
| Squarepoint Ops LLC | -122,898 | -88.0% | 16,807 |
| WELLINGTON MANAGEMENT GROUP LLP | -117,140 | -71.6% | 46,527 |
| CITIGROUP INC | -108,886 | -28.6% | 271,674 |
| Corient Private Wealth LP | -105,950 | -13.4% | 687,632 |
| Ayalon Insurance Comp Ltd. | -98,927 | -31.2% | 217,648 |
| LOWE BROCKENBROUGH & CO INC | -98,875 | -15.4% | 542,352 |