iShares MSCI Acwi ETFACWIETF

13F holders, Q3 2024 (September 30)
672holders −11
37new positions
40sold out
5famous investors
$119.54avg. 13F price*

At the end of Q3 2024, 672 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, down 11 from Q2 2024. 37 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($898.3M), Johns Hopkins University ($743.2M) and Bank of America Corp. ($446.4M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions37$157.5M
Exits40$350.2M

All 13F filers, Q2 2024 → Q3 2024: 6,894,580 shares bought and 21,583,459 shares sold, net −14,688,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 672 holders

Morgan Stanley 0.07% Reduce -4.3% 7,513,710 $898.3M
Johns Hopkins University 27.85% Add +4.7% 6,216,366 $743.2M
Bank of America Corp. 0.04% Add +0.1% 3,734,046 $446.4M
MKP Capital Management, L.L.C. 32.12% Add +79.6% 2,939,825 $351.5M
BNP Paribas Financial Markets 0.28% Reduce -56.8% 2,380,636 $284.6M
P/E Global LLC 69.96% Reduce -7.0% 2,114,876 $252.8M
Goldman Sachs Group Inc. 0.04% Reduce -10.1% 1,854,347 $221.7M
OVERSEA-CHINESE BANKING Corp Ltd 6.02% Reduce -12.5% 1,796,639 $214.8M
Sageworth Trust Co 12.50% No change 1,753,402 $209.6M
ICONIQ Capital, LLC 4.17% Add +0.5% 1,622,352 $194.0M
Allianz Asset Management GmbH 0.28% Add +32.1% 1,536,700 $183.7M
Sarasin & Partners LLP 1.55% Reduce -0.3% 1,378,340 $164.8M
PNC Financial Services Group, Inc. 0.10% Reduce -1.1% 1,290,263 $154.3M
Wells Fargo & Company 0.04% Add +1.0% 1,267,766 $151.6M
Sequoia Financial Advisors, LLC 1.62% Add +2.4% 1,265,639 $151.3M
Hackensack Meridian Health, Inc. 11.91% Reduce -32.2% 970,000 $116.0M
JPMorgan Chase & Co. 0.01% Add +12.9% 926,523 $110.8M
Nomura Asset Management Co. Ltd. 0.34% Add +16345.4% 916,174 $109.5M
Dimension Capital Management LLC 20.55% Add +3.3% 910,596 $108.9M
Bank of Nova Scotia 0.22% Reduce -47.3% 898,638 $107.4M
National Bank of Canada 0.14% Add +6.1% 892,006 $106.6M
Evoke Wealth, LLC 2.82% New 864,393 $103.3M
Minot Capital, LP 28.99% No change 856,746 $102.4M
UBS Group AG 0.03% Reduce -73.9% 809,557 $96.8M
Bogart Wealth, LLC 3.95% Add +0.7% 698,095 $83.5M
Capital Advisors Inc. 1.61% Add +2.5% 671,337 $80.3M
Qalhat Capital Ltd 45.57% No change 656,027 $78.4M
Prudential PLC 0.38% Reduce -36.7% 632,629 $75.6M
Capitolis Liquid Global Markets LLC 0.75% Reduce -54.0% 591,500 $70.7M
Allianz SE 1.70% Add +1.6% 524,778 $62.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.62% Reduce -5.0% 515,429 $61.6M
Corient Private Wealth LP 0.10% Reduce -7.2% 503,777 $60.2M
Barclays PLC 0.03% Reduce -86.3% 491,338 $58.7M
HSBC Holdings PLC 0.04% Reduce -12.8% 488,386 $58.4M
Assetmark, Inc. 0.16% Reduce -0.1% 473,372 $56.6M
Royal Bank of Canada 0.01% Reduce -42.6% 469,397 $56.1M
Jane Street Group, LLC 0.09% Reduce -80.7% 459,244 $54.9M
BlackRock, Inc. 0.00% — 457,311 $54.7M
Brown Advisory Inc. 0.07% Reduce -11.8% 454,181 $54.3M
HighTower Advisors, LLC 0.08% Reduce -4.9% 452,837 $54.1M
Bessemer Group Inc. 0.08% Add +1.9% 430,310 $51.4M
Bricktown Capital, LLC 9.33% Add +214.4% 418,974 $50.1M
Alliancebernstein L.P. 0.02% Reduce -1.7% 412,739 $49.3M
Bank Julius Baer & Co. Ltd, Zurich 0.16% Add +5.6% 374,907 $48.2M
Great Valley Advisor Group, Inc. 1.16% Add +2.8% 393,870 $47.1M
Bank of Montreal 0.02% Reduce -24.4% 392,807 $47.0M
Three Bridge Wealth Advisors, LLC 16.84% Add +0.8% 381,846 $45.6M
Granger Management LLC 8.94% Add +27.1% 380,321 $45.5M
Blue Trust, Inc. 0.58% Add +4.8% 398,772 $44.8M
Cambridge Associates LLC /Ma/ 1.67% Reduce -42.8% 373,097 $44.6M
Mirae Asset Global Investments Co., Ltd. 0.19% Add +42.8% 356,678 $42.6M
DRW Securities, LLC 2.33% Add +842.9% 353,777 $42.3M
Brandywine Managers, LLC 44.96% No change 349,815 $41.8M
Mill Creek Capital Advisors, LLC 1.00% Reduce -1.5% 347,582 $41.6M
EPIQ Capital Group, LLC 11.67% Add +2.7% 339,313 $40.6M
Bank of New York Mellon Corp 0.01% Reduce -33.2% 328,511 $39.3M
Capital International Investors 0.01% Reduce -2.3% 313,910 $37.5M
Cresset Asset Management, LLC 0.14% Reduce -6.3% 310,859 $37.2M
Raymond James Financial Services Advisors, Inc. 0.05% Add +83.5% 303,812 $36.3M
Envestnet Asset Management Inc. 0.01% Reduce -0.5% 298,172 $35.6M
Pathstone Holdings, LLC 0.16% Reduce -4.7% 297,241 $35.5M
FMR LLC 0.00% Add +98.3% 281,784 $33.7M
Factory Mutual Insurance Co. 0.34% No change 275,000 $32.9M
US Bancorp \de 0.04% Add +0.1% 274,943 $32.9M
Partners Capital Investment Group, LLP 0.50% Add +0.6% 259,976 $31.1M
Federation des caisses Desjardins du Quebec 0.14% Add +8.4% 241,811 $28.9M
Osaic Holdings, Inc. 0.07% Reduce -4.7% 241,514 $28.9M
Verger Capital Management LLC 14.28% Reduce -8.7% 241,438 $28.9M
LPL Financial LLC 0.01% Add +31.2% 237,888 $28.4M
Wealth Enhancement Advisory Services, LLC 0.06% Add +9.6% 234,140 $28.0M
Oxford Financial Group, LTD. LLC 1.75% Reduce -3.0% 230,502 $27.6M
Jasper Ridge Partners, L.P. 0.75% Reduce -34.8% 221,133 $26.4M
Truist Financial Corp. 0.04% Add +12.5% 215,787 $25.8M
Ayalon Insurance Comp Ltd. 7.63% Add +10.2% 204,978 $24.5M
Banco Santander, S.A. 0.28% Add +0.2% 201,551 $24.1M
Waldron Private Wealth LLC 0.99% Reduce -0.4% 199,297 $23.8M
Nisa Investment Advisors, LLC 0.14% Reduce -2.4% 195,200 $23.3M
Focus Partners Wealth 0.07% Reduce -25.3% 194,364 $23.2M
Bremer Bank National Association 4.37% Reduce -30.9% 193,622 $23.1M
Rockefeller Capital Management L.P. 0.06% Add +4.5% 192,774 $23.0M
Neuberger Berman Group LLC 0.02% Add +1.1% 190,524 $22.8M
Circle Wealth Management, LLC 0.50% No change 187,610 $22.4M
Sentinel Trust Co. Lba 2.53% Add +23.7% 185,889 $22.2M
Lido Advisors, LLC 0.16% Reduce -4.3% 174,433 $20.9M
Wellington Management Group LLP 0.00% Add +155.9% 173,318 $20.7M
Drake & Associates, LLC 6.28% Add +3.3% 162,687 $19.4M
Raymond James & Associates 0.01% Reduce -3.5% 161,179 $19.3M
Clal Insurance Enterprises Holdings Ltd 0.16% Reduce -45.6% 154,000 $18.4M
Qube Research & Technologies Ltd 0.03% Reduce -44.5% 153,204 $18.3M
Cerity Partners LLC 0.04% Reduce -0.8% 150,721 $18.0M
Common Fund for Nonprofit Organizations 2.04% Add +3307.0% 142,071 $17.0M
Citigroup Inc. 0.01% Add +53.2% 134,420 $16.1M
GFS Advisors, LLC 3.34% Add +262550.0% 131,325 $15.7M
Centaurus Financial, Inc. 0.99% Reduce -3.4% 130,442 $15.6M
United Capital Financial Advisors, LLC 0.13% Reduce -2.3% 127,602 $15.3M
Ieq Capital, LLC 0.18% Reduce -10.0% 124,528 $14.9M
Sepio Capital, LP 1.16% Add +9.9% 124,248 $14.9M
Wind River Trust Co 5.65% No change 122,722 $14.7M
Ashford Advisors, LLC 3.35% No change 120,428 $14.4M
Gryphon Financial Partners LLC 1.88% Add +0.5% 113,957 $13.6M

"% 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 672 holders