iShares MSCI Acwi ETFACWIETF

13F holders, Q2 2024 (June 30)
683holders +26
59new positions
34sold out
6famous investors
$112.20avg. 13F price*

At the end of Q2 2024, 683 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 26 from Q1 2024. 59 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($882.1M), Johns Hopkins University ($667.2M) and BNP Paribas Financial Markets ($619.4M). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares MSCI Acwi ETF
CUSIP
464288257
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 657Q1 2024Q2 2024: 683Q2 2024Q3 2024: 672Q3 2024Q4 2024: 719Q4 2024Q1 2025: 681Q1 2025Q2 2025: 712Q2 2025Q3 2025: 757Q3 2025Q4 2025: 810Q4 2025Q1 2026: 803Q1 2026Q2 2026: 844Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions59$291.4M
Exits34$605.7M

All 13F filers, Q1 2024 → Q2 2024: 20,376,436 shares bought and 25,980,246 shares sold, net −5,603,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 683 holders

Morgan Stanley 0.07% Reduce -12.2% 7,847,743 $882.1M
Johns Hopkins University 26.64% Add +15.5% 5,935,538 $667.2M
BNP Paribas Financial Markets 0.68% Add +142.2% 5,510,235 $619.4M
Bank of America Corp. 0.04% Reduce -3.8% 3,731,148 $419.4M
Barclays PLC 0.19% Add +3635.8% 3,596,912 $404.3M
UBS Group AG 0.11% Add +502.5% 3,097,994 $348.2M
Jane Street Group, LLC 0.29% Reduce -73.1% 2,378,663 $267.4M
P/E Global LLC 69.40% Reduce -4.0% 2,272,934 $255.5M
Goldman Sachs Group Inc. 0.05% Add +149.5% 2,062,999 $231.9M
OVERSEA-CHINESE BANKING Corp Ltd 6.95% Reduce -23.8% 2,054,139 $230.8M
Sageworth Trust Co 12.43% Reduce -0.8% 1,753,402 $197.1M
Bank of Nova Scotia 0.38% Reduce -36.1% 1,706,486 $191.8M
MKP Capital Management, L.L.C. 15.68% Reduce -74.7% 1,636,500 $183.9M
ICONIQ Capital, LLC 3.88% Reduce -3.1% 1,614,541 $181.5M
Disciplina Capital Management LLC 29.73% Add +814539.7% 1,849,232 $179.5M
Hackensack Meridian Health, Inc. 21.43% No change 1,430,000 $160.7M
Sarasin & Partners LLP 1.38% No change 1,382,440 $155.4M
PNC Financial Services Group, Inc. 0.10% Add +2.3% 1,304,400 $146.6M
Capitolis Liquid Global Markets LLC 1.79% Add +447.4% 1,286,500 $144.6M
Wells Fargo & Company 0.04% Add +1.8% 1,254,716 $141.0M
Sequoia Financial Advisors, LLC 1.68% Add +4.5% 1,236,631 $139.0M
Allianz Asset Management GmbH 0.21% Reduce -8.2% 1,162,940 $130.7M
Nuveen Asset Management, LLC 0.03% Reduce -7.9% 1,014,677 $114.0M
Prudential PLC 0.78% Reduce -3.6% 998,919 $112.3M
Dimension Capital Management LLC 20.15% Add +1.8% 881,300 $99.1M
Minot Capital, LP 28.54% Reduce -29.7% 856,746 $96.3M
National Bank of Canada 0.15% Reduce -55.0% 840,525 $94.6M
JPMorgan Chase & Co. 0.01% Add +26.8% 820,572 $92.2M
Royal Bank of Canada 0.02% Add +71.7% 818,075 $92.0M
Bogart Wealth, LLC 3.97% Add +0.3% 693,588 $78.0M
Qalhat Capital Ltd 40.42% New 656,027 $73.7M
Capital Advisors Inc. 1.52% New 655,024 $73.6M
Cambridge Associates LLC /Ma/ 3.36% Add +75.7% 652,055 $73.3M
Toronto Dominion Bank 0.12% Reduce -38.1% 650,000 $73.1M
HSBC Holdings PLC 0.04% Reduce -12.9% 559,858 $62.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.64% Reduce -8.7% 542,332 $61.0M
Corient Private Wealth LP 0.11% Add +7.6% 542,908 $61.0M
Bank of Montreal 0.02% Add +13.8% 519,705 $58.7M
Allianz SE 1.71% Add +1.5% 516,716 $58.1M
Brown Advisory Inc. 0.08% Add +0.5% 515,028 $57.9M
Bank of New York Mellon Corp 0.01% Reduce -18.9% 491,826 $55.3M
HighTower Advisors, LLC 0.08% Add +17.8% 476,187 $53.5M
Assetmark, Inc. 0.16% Add +31.4% 473,647 $53.2M
BlackRock Inc. 0.00% Add +11.2% 435,900 $49.0M
Bessemer Group Inc. 0.08% Reduce -2.1% 422,235 $47.5M
Alliancebernstein L.P. 0.02% Add +2.5% 419,856 $47.2M
Privium Fund Management (UK) Ltd 16.90% Add +125.4% 380,140 $43.3M
Great Valley Advisor Group, Inc. 1.21% Add +4.1% 383,186 $43.1M
Three Bridge Wealth Advisors, LLC 16.88% Reduce -2.6% 378,982 $42.6M
Blue Trust, Inc. 0.57% Reduce -0.7% 380,401 $41.9M
Bank Julius Baer & Co. Ltd, Zurich 0.16% Reduce -0.3% 354,977 $41.7M
Mill Creek Capital Advisors, LLC 1.01% Reduce -2.8% 352,818 $39.7M
Brandywine Managers, LLC 41.59% No change 349,815 $39.3M
Lee Johnson Capital Management, LLC 19.56% New 341,056 $38.3M
Jasper Ridge Partners, L.P. 1.23% Reduce -0.4% 339,210 $38.1M
Cresset Asset Management, LLC 0.16% Add +5.6% 331,793 $37.3M
EPIQ Capital Group, LLC 13.07% Reduce -1.6% 330,368 $37.1M
Capital International Investors 0.01% Add +74.4% 321,361 $36.2M
Pathstone Holdings, LLC 0.16% Add +161.9% 311,790 $35.0M
Envestnet Asset Management Inc. 0.01% Reduce -7.7% 299,734 $33.7M
Granger Management LLC 5.61% Add +114.8% 299,321 $33.6M
Clal Insurance Enterprises Holdings Ltd 0.33% Reduce -27.4% 283,000 $31.8M
Bremer Bank National Association 6.15% Reduce -24.6% 280,030 $31.5M
Qube Research & Technologies Ltd 0.06% Reduce -55.3% 275,963 $31.0M
Factory Mutual Insurance Co. 0.35% Reduce -68.3% 275,000 $30.9M
US Bancorp \de 0.04% Add +7.7% 274,518 $30.9M
Verger Capital Management LLC 15.14% Add +0.5% 264,291 $29.7M
Focus Partners Wealth 0.10% Add +107.0% 260,070 $29.2M
Partners Capital Investment Group, LLP 0.49% Reduce -12.4% 258,412 $29.1M
Osaic Holdings, Inc. 0.07% Reduce -1.9% 253,527 $28.5M
Mirae Asset Global Investments Co., Ltd. 0.14% Reduce -40.8% 249,823 $28.1M
Oxford Financial Group, LTD. LLC 1.76% Reduce -0.8% 237,614 $26.7M
Federation des caisses Desjardins du Quebec 0.13% Add +2640.4% 223,017 $25.1M
Wealth Enhancement Advisory Services, LLC 0.06% Add +10.3% 213,652 $24.0M
Ausdal Financial Partners, Inc. 2.45% Reduce -1.2% 204,135 $22.9M
Banco Santander, S.A. 0.28% Add +12.3% 201,137 $22.6M
Waldron Private Wealth LLC 1.01% Add +0.6% 200,042 $22.5M
Nisa Investment Advisors, LLC 0.14% New 200,000 $22.5M
Truist Financial Corp. 0.03% Add +0.3% 191,758 $21.6M
Neuberger Berman Group LLC 0.02% Add +0.3% 188,535 $21.2M
Circle Wealth Management, LLC 0.49% Add +0.0% 187,610 $21.1M
Ayalon Insurance Comp Ltd. 6.89% Add +12.4% 186,026 $20.9M
Rockefeller Capital Management L.P. 0.06% Reduce -1.0% 184,464 $20.7M
Lido Advisors, LLC 0.17% Reduce -0.8% 182,283 $20.5M
LPL Financial LLC 0.01% Reduce -9.9% 181,365 $20.4M
Polen Capital Management LLC 0.05% Add +909.2% 175,686 $19.7M
Raymond James & Associates 0.01% Add +12.8% 166,940 $18.8M
Raymond James Financial Services Advisors, Inc. 0.03% Add +12.2% 165,518 $18.6M
Drake & Associates, LLC 6.34% Add +1.5% 157,485 $17.7M
Brass Tax Wealth Management, Inc. 3.47% New 157,485 $17.7M
Susquehanna International Group, LLP 0.03% New 156,301 $17.6M
Cerity Partners LLC 0.05% Reduce -1.9% 151,977 $17.1M
Sentinel Trust Co. Lba 2.08% Add +18.3% 150,293 $16.9M
FMR LLC 0.00% Add +180.2% 142,083 $16.0M
Ieq Capital, LLC 0.21% Add +8.0% 138,407 $15.6M
Centaurus Financial, Inc. 1.01% Add +7.4% 135,031 $15.2M
Bricktown Capital, LLC 3.05% Reduce -18.4% 133,276 $15.0M
United Capital Financial Advisors, LLC 0.13% Reduce -7.5% 130,606 $14.7M
Aspiriant, LLC 0.60% Reduce -0.4% 130,493 $14.7M
Wind River Trust Co 5.59% Reduce -1.3% 122,722 $13.8M

"% of holder's portfolio" is ACWI's weight in each manager's 13F, not the share of iShares MSCI Acwi ETF the manager owns.

Show all 683 holders