ACWX Institutional Ownership
iShares MSCI ACWI ex U.S. ETF
1W: -1.1%
1M: -1.7%
3M: -0.6%
YTD: +11.6%
1Y: +17.8%
3Y: +74.7%
5Y: +52.9%
$76.01
+0.85 (+1.13%)
Weekly Expected Move ±2.1%
$73
$74
$76
$78
$79
Overview
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Holdings
Changes
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Institutional Ownership — ACWX
784
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
8B
Total Invested
86
New Positions
348
Increased
214
Reduced
37
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (829 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 6,909,754 | $525M | -251,963 | -3.5% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 6,762,295 | $514M | +640,475 | +10.5% | 60Q | SEC ↗ |
| 3 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 5,496,301 | $418M | -4,906 | -0.1% | 2Q | SEC ↗ |
| 4 | BlackRock, Inc. | 4,661,274 | $354M | +49,213 | +1.1% | 8Q | SEC ↗ |
| 5 | UBS Group AG | 3,525,825 | $268M | -44,695 | -1.3% | 47Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 2,621,489 | $199M | +469,335 | +21.8% | 57Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 2,602,699 | $198M | +479,577 | +22.6% | 54Q | SEC ↗ |
| 8 | Koss-Olinger Consulting, LLC | 2,207,262 | $168M | +1,012,918 | +84.8% | 2Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 2,055,783 | $156M | +425,837 | +26.1% | 16Q | SEC ↗ |
| 10 | Focus Partners Wealth | 1,895,268 | $144M | +93,398 | +5.2% | 11Q | SEC ↗ |
| 11 | GERMAN AMERICAN BANCORP, INC. | 1,776,727 | $135M | +99,029 | +5.9% | 33Q | SEC ↗ |
| 12 | Cerity Partners LLC | 1,658,498 | $126M | +137,132 | +9.0% | 19Q | SEC ↗ |
| 13 | LPL Financial LLC | 1,593,393 | $121M | +586,114 | +58.2% | 54Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC NEW | 1,474,488 | $112M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Winthrop Advisory Group LLC | 1,382,668 | $105M | +111,706 | +8.8% | 11Q | SEC ↗ |
| 16 | Sageworth Trust Co | 1,378,607 | $105M | -33,708 | -2.4% | 37Q | SEC ↗ |
| 17 | Sand Hill Global Advisors, LLC | 1,291,719 | $98M | +998 | +0.1% | 27Q | SEC ↗ |
| 18 | Wealthspire Advisors, LLC | 1,180,155 | $90M | +1,167,371 | +9131.5% | 9Q | SEC ↗ |
| 19 | GM Advisory Group, LLC | 1,092,037 | $83M | +73,782 | +7.2% | 43Q | SEC ↗ |
| 20 | GLENMEDE TRUST CO NA | 1,089,303 | $83M | +5,151 | +0.5% | 3Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 1,058,551 | $80M | +97,356 | +10.1% | 71Q | SEC ↗ |
| 22 | Calamos Wealth Management LLC | 1,038,642 | $79M | +5,057 | +0.5% | 31Q | SEC ↗ |
| 23 | Abundance Wealth Counselors | 1,033,676 | $79M | +521,317 | +101.7% | 6Q | SEC ↗ |
| 24 | REGIONS FINANCIAL CORP | 1,002,144 | $76M | +68,435 | +7.3% | 60Q | SEC ↗ |
| 25 | TOMPKINS FINANCIAL CORP | 982,891 | $75M | +233,993 | +31.2% | 3Q | SEC ↗ |
| 26 | TLWM | 942,276 | $72M | +2,177 | +0.2% | 35Q | SEC ↗ |
| 27 | CAPTRUST FINANCIAL ADVISORS | 915,931 | $70M | +58,890 | +6.9% | 37Q | SEC ↗ |
| 28 | WESBANCO BANK INC | 829,770 | $63M | -2,065 | -0.2% | 22Q | SEC ↗ |
| 29 | Waverly Advisors, LLC | 734,273 | $56M | +3,270 | +0.4% | 7Q | SEC ↗ |
| 30 | Federation des caisses Desjardins du Q | 711,356 | $54M | +41,877 | +6.3% | 37Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 685,833 | $52M | -181,188 | -20.9% | 15Q | SEC ↗ |
| 32 | AMG National Trust Bank | 680,618 | $52M | -16,017 | -2.3% | 62Q | SEC ↗ |
| 33 | Johnson Financial Group, Inc. | 675,748 | $51M | -19,056 | -2.7% | 41Q | SEC ↗ |
| 34 | Cetera Investment Advisers | 661,607 | $50M | +99,053 | +17.6% | 15Q | SEC ↗ |
| 35 | US BANCORP \DE | 613,805 | $47M | -15,711 | -2.5% | 71Q | SEC ↗ |
| 36 | PARK AVENUE SECURITIES LLC | 584,590 | $44M | +48,578 | +9.1% | 25Q | SEC ↗ |
| 37 | Physician Wealth Advisors, Inc. | 578,518 | $44M | +86,636 | +17.6% | 2Q | SEC ↗ |
| 38 | WHI TRUST Co LLC | 551,632 | $42M | +1,886 | +0.3% | 3Q | SEC ↗ |
| 39 | FRANKLIN RESOURCES INC | 530,928 | $40M | +58,336 | +12.3% | 22Q | SEC ↗ |
| 40 | RAYMOND JAMES FINANCIAL INC | 527,232 | $40M | +70,872 | +15.5% | 7Q | SEC ↗ |
| 41 | ROYAL BANK OF CANADA | 520,297 | $40M | +154,056 | +42.1% | 71Q | SEC ↗ |
| 42 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 487,433 | $37M | +32,012 | +7.0% | 11Q | SEC ↗ |
| 43 | Itau Unibanco Holding S.A. | 486,100 | $37M | +12,400 | +2.6% | 9Q | SEC ↗ |
| 44 | ALLIANCEBERNSTEIN L.P. | 484,021 | $37M | +12,323 | +2.6% | 18Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 474,488 | $36M | +46,030 | +10.7% | 26Q | SEC ↗ |
| 46 | BLAIR WILLIAM & CO/IL | 471,227 | $36M | -56,392 | -10.7% | 63Q | SEC ↗ |
| 47 | Premier Path Wealth Partners, LLC | 462,777 | $35M | +22,933 | +5.2% | 11Q | SEC ↗ |
| 48 | Integrated Advisors Network LLC | 461,427 | $35M | +5,385 | +1.2% | 4Q | SEC ↗ |
| 49 | MML INVESTORS SERVICES, LLC | 461,045 | $35M | -534,356 | -53.7% | 37Q | SEC ↗ |
| 50 | Resolute Advisors LLC | 459,272 | $35M | -14,225 | -3.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 1,474,488 | $112M |
| Granite Bay Wealth Management, LLC | 208,191 | $16M |
| DRW Securities, LLC | 119,531 | $9M |
| M1 Capital Management LLC | 94,725 | $7M |
| Coppell Advisory Solutions LLC | 85,904 | $7M |
| Marex Group Ltd | 84,232 | $6M |
| Lifelong Wealth Advisors, Inc. | 80,259 | $6M |
| MEITAV INVESTMENT HOUSE LTD | 57,476 | $4M |
| FFG RETIREMENT ADVISORS LLC | 48,429 | $4M |
| Alpha Advisors, LLC/VA | 47,288 | $4M |
| FLOW TRADERS U.S. LLC | 46,022 | $3M |
| IFG Advisory, LLC | 42,389 | $3M |
| Symphony Financial, Ltd. Co. | 40,166 | $3M |
| Global Retirement Partners, LLC | 38,944 | $3M |
| ADAPT WEALTH ADVISORS, LLC | 37,651 | $3M |
| BUSH INVESTMENT GROUP, LLC | 37,537 | $3M |
| PKS Advisory Services, LLC | 36,718 | $3M |
| Balefire, LLC | 35,037 | $3M |
| Diversify Advisory Services, LLC | 33,132 | $3M |
| AXXCESS WEALTH MANAGEMENT, LLC | 21,740 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC | 2,252,690 | $171M |
| Cliffwater LLC | 1,048,621 | $80M |
| Select Equity Group, L.P. | 600,269 | $46M |
| Proficio Capital Partners LLC | 302,005 | $23M |
| Align Financial, LLC | 296,245 | $23M |
| Dixon Mitchell Investment Counsel I | 254,500 | $19M |
| BANK OF NOVA SCOTIA | 119,920 | $9M |
| Scarborough Advisors, LLC | 112,335 | $9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 56,124 | $4M |
| RAFFA WEALTH MANAGEMENT, LLC | 55,029 | $4M |
| Squarepoint Ops LLC | 52,938 | $4M |
| BlueStem Wealth Partners, LLC | 51,339 | $4M |
| TWO SIGMA SECURITIES, LLC | 30,680 | $2M |
| Vestmark Advisory Solutions, Inc. | 28,653 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 25,200 | $2M |
| Financiere des Professionnels - Fon | 25,000 | $2M |
| ABOUND FINANCIAL, LLC | 21,906 | $2M |
| Marks Group Wealth Management, Inc | 15,045 | $1M |
| BARCLAYS PLC | 15,000 | $1M |
| EVOLVE PRIVATE WEALTH, LLC | 14,566 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Wealthspire Advisors, LLC | +1,167,371 | +9131.5% | 1,180,155 |
| Koss-Olinger Consulting, LLC | +1,012,918 | +84.8% | 2,207,262 |
| MORGAN STANLEY | +640,475 | +10.5% | 6,762,295 |
| LPL Financial LLC | +586,114 | +58.2% | 1,593,393 |
| Abundance Wealth Counselors | +521,317 | +101.7% | 1,033,676 |
| JPMORGAN CHASE & CO | +479,577 | +22.6% | 2,602,699 |
| ENVESTNET ASSET MANAGEMENT INC | +469,335 | +21.8% | 2,621,489 |
| AMERIPRISE FINANCIAL INC | +425,837 | +26.1% | 2,055,783 |
| Pathstone Holdings, LLC | +247,842 | +284.1% | 335,085 |
| TOMPKINS FINANCIAL CORP | +233,993 | +31.2% | 982,891 |
| LAZARD ASSET MANAGEMENT LLC | +228,256 | +930.4% | 252,788 |
| WELLINGTON MANAGEMENT GROUP LLP | +175,184 | +148.3% | 293,334 |
| MERCER GLOBAL ADVISORS INC /ADV | +169,194 | +453.9% | 206,468 |
| KINTRA WEALTH, LLC | +168,579 | +2015.8% | 176,942 |
| ROYAL BANK OF CANADA | +154,056 | +42.1% | 520,297 |
| Cerity Partners LLC | +137,132 | +9.0% | 1,658,498 |
| Winthrop Advisory Group LLC | +111,706 | +8.8% | 1,382,668 |
| Sandbox Financial Partners, LLC | +106,052 | +90.0% | 223,917 |
| Cetera Investment Advisers | +99,053 | +17.6% | 661,607 |
| GERMAN AMERICAN BANCORP, INC. | +99,029 | +5.9% | 1,776,727 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTHERN TRUST CORP | -1,048,756 | -98.9% | 11,459 |
| Calamos Advisors LLC | -1,034,458 | -96.5% | 37,340 |
| MML INVESTORS SERVICES, LLC | -534,356 | -53.7% | 461,045 |
| BNP PARIBAS FINANCIAL MARKETS | -429,186 | -61.3% | 270,792 |
| Mirae Asset Global Investments Co., | -280,644 | -65.8% | 145,651 |
| JENNISON ASSOCIATES LLC | -252,932 | -46.1% | 296,085 |
| BANK OF AMERICA CORP /DE | -251,963 | -3.5% | 6,909,754 |
| GOLDMAN SACHS GROUP INC | -181,188 | -20.9% | 685,833 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -163,042 | -83.1% | 33,132 |
| Atlantic Union Bankshares Corp | -119,584 | -56.4% | 92,408 |
| Ausdal Financial Partners, Inc. | -101,615 | -88.0% | 13,854 |
| THORNBURG INVESTMENT MANAGEMENT INC | -100,003 | -38.0% | 163,166 |
| Daviman Financial, LLC | -64,976 | -84.6% | 11,797 |
| BLAIR WILLIAM & CO/IL | -56,392 | -10.7% | 471,227 |
| Private Advisor Group, LLC | -51,661 | -87.1% | 7,633 |
| Kestra Advisory Services, LLC | -50,549 | -11.5% | 388,452 |
| UBS Group AG | -44,695 | -1.3% | 3,525,825 |
| BESSEMER GROUP INC | -35,141 | -60.5% | 22,991 |
| Ensign Peak Advisors, Inc | -35,000 | -8.0% | 401,044 |
| Sageworth Trust Co | -33,708 | -2.4% | 1,378,607 |