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ACWI

iShares MSCI ACWI ETF
1W: -0.6% 1M: +3.7% 3M: +5.5% YTD: +9.3% 1Y: +27.3% 3Y: +79.3% 5Y: +71.5%
$155.99
+0.30 (+0.19%)
 
Weekly Expected Move ±2.1%
$147 $151 $154 $157 $161
ETF NASDAQ · AUM $31.5B

Institutional Ownership — ACWI

865
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
9B
Total Invested
57
New Positions
232
Increased
366
Reduced
137
Closed
0.67
Put/Call Ratio

Ownership Trends

Top Institutional Holders (931 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 8,437,430 1.3B +1,438,226 +20.5% 12Q SEC ↗
2 Mass General Brigham, Inc 2,153,477 $336M -2,460,478 -53.3% 2Q SEC ↗
3 Granger Management LLC 1,858,121 $290M +0.0% 13Q SEC ↗
4 JPMORGAN CHASE & CO 1,853,728 $289M +501,033 +37.0% 13Q SEC ↗
5 Rector, Church-Wardens & Vestrymen of 1,847,880 $288M +1,113,549 +151.6% 5Q SEC ↗
6 WELLS FARGO & COMPANY/MN 1,779,085 $278M +89,940 +5.3% 12Q SEC ↗
7 Sageworth Trust Co 1,729,958 $270M +68 +0.0% 13Q SEC ↗
8 BNP PARIBAS FINANCIAL MARKETS 1,664,180 $260M -955,930 -36.5% 13Q SEC ↗
9 NORTHERN TRUST CORP 1,548,820 $242M +56,239 +3.8% 13Q SEC ↗
10 P/E Global LLC 1,446,587 $226M -319,032 -18.1% 9Q SEC ↗
11 Phoenix Financial Ltd. 1,401,338 $219M -8,342,587 -85.6% 11Q SEC ↗
12 PNC FINANCIAL SERVICES GROUP, INC. 1,388,478 $217M +1,488 +0.1% 13Q SEC ↗
13 BANK OF AMERICA CORP /DE 1,384,455 $216M +122,720 +9.7% 13Q SEC ↗
14 PRUDENTIAL PLC 1,347,997 $210M +247,493 +22.5% 13Q SEC ↗
15 ICONIQ Capital, LLC 1,315,860 $205M +0.0% 13Q SEC ↗
16 NATIONAL BANK OF CANADA /FI 1,276,918 $199M +1,261,782 +8336.3% 13Q SEC ↗
17 Sequoia Financial Advisors, LLC 1,197,896 $187M -48,518 -3.9% 13Q SEC ↗
18 UBS Group AG 1,149,459 $179M -66,587 -5.5% 13Q SEC ↗
19 Allianz Asset Management GmbH 1,097,868 $171M -23,787 -2.1% 12Q SEC ↗
20 Bogart Wealth, LLC 1,031,925 $161M +121,832 +13.4% 13Q SEC ↗
21 COMMON FUND FOR NONPROFIT ORGANIZATION 998,747 $156M +502,188 +101.1% 7Q SEC ↗
22 Clal Insurance Enterprises Holdings Lt 921,500 $144M +721,500 +360.8% 3Q SEC ↗
23 HF Capital, LLC 903,075 $141M +373,650 +70.6% 2Q SEC ↗
24 GOLDMAN SACHS GROUP INC 884,006 $138M -1,800,648 -67.1% 13Q SEC ↗
25 BANK OF MONTREAL /CAN 845,846 $132M +154 +0.0% 13Q SEC ↗
26 DIMENSION CAPITAL MANAGEMENT LLC 840,939 $131M -11,976 -1.4% 13Q SEC ↗
27 EVOKE WEALTH, LLC 794,905 $124M -16,014 -2.0% 7Q SEC ↗
28 Corient Private Wealth LLC 793,582 $124M -854,175 -51.8% 13Q SEC ↗
29 CAPITAL ADVISORS INC/OK 792,656 $124M +22,955 +3.0% 8Q SEC ↗
30 IEQ CAPITAL, LLC 770,683 $120M +81,577 +11.8% 13Q SEC ↗
31 BROWN ADVISORY INC 705,243 $110M +104,784 +17.5% 12Q SEC ↗
32 CIBC Bancorp USA Inc. NEW 695,552 $108M +0.0% 1Q SEC ↗
33 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 679,655 $106M +8,083 +1.2% 13Q SEC ↗
34 SCHRODER INVESTMENT MANAGEMENT GROUP 656,890 $102M +464,222 +240.9% 13Q SEC ↗
35 Mirae Asset Global Investments Co., Lt 651,110 $102M +167,930 +34.8% 3Q SEC ↗
36 Nearwater Capital Markets, Ltd NEW 641,700 $100M +0.0% 1Q SEC ↗
37 LOWE BROCKENBROUGH & CO INC 641,227 $100M -7,775 -1.2% 13Q SEC ↗
38 BlackRock, Inc. 637,535 $99M -287,182 -31.1% 7Q SEC ↗
39 HSBC HOLDINGS PLC 632,015 $99M -848,929 -57.3% 13Q SEC ↗
40 OVERSEA-CHINESE BANKING Corp Ltd 612,814 $96M -369,294 -37.6% 13Q SEC ↗
41 Verger Capital Management LLC 604,163 $94M -11,880 -1.9% 13Q SEC ↗
42 Jasper Ridge Partners, L.P. 601,046 $94M +412,817 +219.3% 13Q SEC ↗
43 Capital International Investors 574,699 $90M -187,802 -24.6% 13Q SEC ↗
44 CITIGROUP INC 561,722 $88M +354,380 +170.9% 12Q SEC ↗
45 CIBC WORLD MARKET INC. 540,262 $84M +527,166 +4025.4% 13Q SEC ↗
46 Allianz SE 519,175 $81M -6,756 -1.3% 8Q SEC ↗
47 Metis Global Partners, LLC 517,834 $81M +497,375 +2431.1% 2Q SEC ↗
48 ALLIANCEBERNSTEIN L.P. 516,347 $81M +94,390 +22.4% 12Q SEC ↗
49 BESSEMER GROUP INC 514,494 $80M -203,429 -28.3% 13Q SEC ↗
50 ROYAL BANK OF CANADA 463,648 $72M -221,972 -32.4% 13Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +1,438,226 +20.5% 8,437,430
NATIONAL BANK OF CANADA /FI +1,261,782 +8336.3% 1,276,918
Rector, Church-Wardens & Vestrymen +1,113,549 +151.6% 1,847,880
Clal Insurance Enterprises Holdings +721,500 +360.8% 921,500
CIBC WORLD MARKET INC. +527,166 +4025.4% 540,262
COMMON FUND FOR NONPROFIT ORGANIZAT +502,188 +101.1% 998,747
JPMORGAN CHASE & CO +501,033 +37.0% 1,853,728
Metis Global Partners, LLC +497,375 +2431.1% 517,834
SCHRODER INVESTMENT MANAGEMENT GROU +464,222 +240.9% 656,890
Jasper Ridge Partners, L.P. +412,817 +219.3% 601,046
HF Capital, LLC +373,650 +70.6% 903,075
CITIGROUP INC +354,380 +170.9% 561,722
PRUDENTIAL PLC +247,493 +22.5% 1,347,997
BANK OF NOVA SCOTIA +240,570 +206.8% 356,920
Qube Research & Technologies Ltd +218,751 +7412.8% 221,702
Mirae Asset Global Investments Co., +167,930 +34.8% 651,110
Cresset Asset Management, LLC +164,543 +105.0% 321,195
Federation des caisses Desjardins d +132,676 +40.7% 459,006
Clearstead Advisors, LLC +124,773 +200.4% 187,029
BANK OF AMERICA CORP /DE +122,720 +9.7% 1,384,455
Biggest Decreases (20)
HolderReducedChange %Total Shares
Phoenix Financial Ltd. -8,342,587 -85.6% 1,401,338
Mass General Brigham, Inc -2,460,478 -53.3% 2,153,477
GOLDMAN SACHS GROUP INC -1,800,648 -67.1% 884,006
BNP PARIBAS FINANCIAL MARKETS -955,930 -36.5% 1,664,180
Corient Private Wealth LLC -854,175 -51.8% 793,582
HSBC HOLDINGS PLC -848,929 -57.3% 632,015
NOMURA ASSET MANAGEMENT CO LTD -622,469 -88.1% 83,731
OVERSEA-CHINESE BANKING Corp Ltd -369,294 -37.6% 612,814
P/E Global LLC -319,032 -18.1% 1,446,587
POLEN CAPITAL MANAGEMENT LLC -303,718 -49.8% 306,415
BlackRock, Inc. -287,182 -31.1% 637,535
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV -279,615 -50.4% 274,706
US BANCORP \DE -278,229 -97.9% 5,985
ROYAL BANK OF CANADA -221,972 -32.4% 463,648
BESSEMER GROUP INC -203,429 -28.3% 514,494
OLD NATIONAL BANCORP /IN -196,697 -93.1% 14,475
Capital International Investors -187,802 -24.6% 574,699
Topor & Co. Korea -176,931 -57.3% 131,937
NORTHWESTERN MUTUAL WEALTH MANAGEME -166,971 -60.0% 111,147
Rockefeller Capital Management L.P. -137,183 -35.2% 252,281

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms