iShares MSCI Acwi ETFACWIETF

13F holders, Q4 2024 (December 31)
719holders +47
58new positions
33sold out
5famous investors
$117.55avg. 13F price*

At the end of Q4 2024, 719 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 47 from Q3 2024. 58 opened new positions and 33 sold out. The largest holders were Morgan Stanley ($855.9M), Johns Hopkins University ($452.4M) and BNP Paribas Financial Markets ($286.2M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions58$177.5M
Exits33$338.4M

All 13F filers, Q3 2024 → Q4 2024: 12,812,943 shares bought and 12,309,885 shares sold, net +503,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 719 holders

Morgan Stanley 0.06% Reduce -3.1% 7,283,869 $855.9M
Johns Hopkins University 17.02% Reduce -38.1% 3,850,032 $452.4M
BNP Paribas Financial Markets 0.22% Add +2.3% 2,436,098 $286.2M
OVERSEA-CHINESE BANKING Corp Ltd 8.06% Add +33.5% 2,398,359 $281.7M
MKP Capital Management, L.L.C. 12.99% Reduce -23.8% 2,240,000 $263.2M
P/E Global LLC 58.95% Add +5.4% 2,229,221 $261.9M
Wells Fargo & Company 0.05% Add +52.1% 1,928,903 $226.6M
Bank of America Corp. 0.02% Reduce -50.5% 1,847,575 $217.1M
Qalhat Capital Ltd 55.37% Add +171.9% 1,783,702 $209.6M
Sageworth Trust Co 12.72% Reduce -0.1% 1,751,554 $205.8M
Allianz Asset Management GmbH 0.30% Add +12.5% 1,728,770 $203.1M
Capital Group Private Client Services, Inc. 1.74% Add +21865.4% 1,608,528 $189.0M
ICONIQ Capital, LLC 2.86% Reduce -3.6% 1,563,488 $183.7M
Federation des caisses Desjardins du Quebec 0.84% Add +480.6% 1,404,020 $165.0M
PNC Financial Services Group, Inc. 0.11% Add +7.3% 1,384,804 $162.7M
Granger Management LLC 35.77% Add +252.2% 1,339,321 $157.4M
Sequoia Financial Advisors, LLC 1.47% Add +2.6% 1,299,226 $152.7M
JPMorgan Chase & Co. 0.01% Add +30.8% 1,211,405 $142.3M
Hackensack Meridian Health, Inc. 13.54% No change 970,000 $114.0M
Goldman Sachs Group Inc. 0.02% Reduce -49.1% 943,256 $110.8M
Dimension Capital Management LLC 17.48% Add +0.0% 910,607 $107.0M
UBS Group AG 0.02% Add +7.7% 872,160 $102.5M
Evoke Wealth, LLC 2.77% Reduce -2.0% 846,951 $99.5M
Capital International Investors 0.02% Add +163.0% 825,626 $97.3M
Prudential PLC 0.46% Add +23.0% 778,353 $91.5M
Nomura Asset Management Co. Ltd. 0.27% Reduce -17.6% 755,031 $88.7M
Bogart Wealth, LLC 3.85% Reduce -1.0% 690,839 $81.2M
Capital Advisors Inc. 1.62% Add +2.8% 690,336 $81.1M
BlackRock, Inc. 0.00% Add +45.9% 667,379 $78.4M
Royal Bank of Canada 0.02% Add +35.3% 635,001 $74.6M
Brown Advisory Inc. 0.08% Add +18.0% 535,818 $63.0M
Allianz SE 1.64% Add +2.0% 535,550 $62.9M
Alliancebernstein L.P. 0.02% Add +24.7% 514,539 $60.5M
HighTower Advisors, LLC 0.08% Add +10.2% 498,868 $58.6M
Assetmark, Inc. 0.15% Add +2.4% 484,716 $57.0M
HSBC Holdings PLC 0.03% Reduce -2.0% 478,507 $56.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.58% Reduce -9.4% 466,933 $55.5M
Bessemer Group Inc. 0.08% Add +1.9% 438,527 $51.5M
National Bank of Canada 0.06% Reduce -52.6% 423,211 $49.7M
Bricktown Capital, LLC 10.22% Reduce -0.6% 416,619 $49.0M
Bank Julius Baer & Co. Ltd, Zurich 0.15% Add +10.0% 412,494 $48.8M
Bank of Nova Scotia 0.08% Reduce -55.0% 404,433 $47.5M
Corient Private Wealth LP 0.08% Reduce -14.1% 432,785 $47.3M
Blue Trust, Inc. 0.60% Add +0.7% 401,626 $47.2M
Citigroup Inc. 0.05% Add +198.4% 401,158 $47.1M
Bank of Montreal 0.02% Reduce -0.7% 390,127 $45.8M
Three Bridge Wealth Advisors, LLC 15.95% Add +1.5% 387,722 $45.6M
Bank of New York Mellon Corp 0.01% Add +14.9% 377,401 $44.3M
Great Valley Advisor Group, Inc. 0.95% Reduce -8.2% 361,602 $42.5M
Brandywine Managers, LLC 42.80% Reduce -1.2% 345,648 $40.6M
EPIQ Capital Group, LLC 10.57% Add +1.6% 344,891 $40.5M
Mill Creek Capital Advisors, LLC 0.94% Reduce -4.0% 333,815 $39.2M
Envestnet Asset Management Inc. 0.01% Add +10.3% 328,860 $38.6M
Lazard Asset Management LLC 0.06% Add +683.2% 324,880 $38.2M
Pathstone Holdings, LLC 0.17% Add +8.9% 323,800 $38.0M
Polen Capital Management LLC 0.10% Add +248.8% 317,801 $37.3M
Cambridge Associates LLC /Ma/ 1.12% Reduce -19.9% 298,797 $35.1M
Common Fund for Nonprofit Organizations 3.83% Add +104.0% 289,874 $34.1M
FMR LLC 0.00% Add +0.6% 283,338 $33.3M
Birnam Oak Advisors, LP 16.27% — 280,800 $33.0M
Wealth Enhancement Advisory Services, LLC 0.06% Add +19.6% 280,030 $32.9M
LPL Financial LLC 0.01% Add +17.1% 278,457 $32.7M
US Bancorp \de 0.04% Add +0.2% 275,466 $32.4M
Factory Mutual Insurance Co. 0.35% No change 275,000 $32.3M
Qube Research & Technologies Ltd 0.05% Add +79.1% 274,359 $32.2M
Raymond James Financial Inc. 0.01% — 272,718 $32.0M
Arlington Capital Management, Inc. 21.58% Add +491.8% 265,658 $31.2M
Verger Capital Management LLC 14.21% Add +0.5% 242,717 $28.5M
Osaic Holdings, Inc. 0.06% Reduce -1.5% 237,943 $28.0M
Oxford Financial Group, LTD. LLC 1.80% Add +2.8% 236,967 $27.8M
CANADA LIFE ASSURANCE Co 0.05% New 233,743 $27.4M
Ayalon Insurance Comp Ltd. 7.97% Add +7.2% 219,717 $25.8M
Jasper Ridge Partners, L.P. 0.81% Reduce -1.4% 218,008 $25.6M
Truist Financial Corp. 0.04% Add +0.1% 216,076 $25.4M
Union Bancaire Privee, UBP SA 0.44% — 153,980 $24.7M
Northern Trust Corp. 0.00% Add +450.3% 209,696 $24.6M
Two Sigma Investments, LP 0.06% New 204,700 $24.1M
Focus Partners Wealth 0.06% Add +4.9% 203,932 $24.0M
Banco Santander, S.A. 0.28% Reduce -0.8% 199,842 $23.5M
Waldron Private Wealth LLC 0.94% Reduce -0.0% 199,270 $23.4M
Neuberger Berman Group LLC 0.02% Add +2.2% 194,711 $22.9M
Sentinel Trust Co. Lba 2.62% Add +4.5% 194,243 $22.8M
Bremer Bank National Association 4.50% No change 193,622 $22.8M
Rockefeller Capital Management L.P. 0.06% Reduce -0.4% 192,012 $22.6M
Circle Wealth Management, LLC 0.47% No change 187,610 $22.0M
Cresset Asset Management, LLC 0.11% Reduce -40.3% 185,527 $21.8M
Privium Fund Management (UK) Ltd 17.58% New 181,300 $21.6M
Drake & Associates, LLC 5.93% Add +5.6% 171,740 $20.8M
Lido Advisors, LLC 0.12% Reduce -4.8% 166,018 $19.5M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -53.9% 164,590 $19.4M
Naviter Wealth, LLC 2.25% Add +190.4% 158,564 $18.6M
Allen Investment Management, LLC 0.21% Add +35.1% 151,371 $17.8M
Jane Street Group, LLC 0.03% Reduce -67.4% 149,602 $17.6M
Cerity Partners LLC 0.04% Reduce -1.1% 148,988 $17.5M
United Capital Financial Advisors, LLC 0.15% Add +15.9% 147,860 $17.4M
GFS Advisors, LLC 2.54% Add +8.3% 142,225 $16.7M
Stifel Financial Corp. 0.02% Add +299.8% 137,022 $16.1M
Equitable Trust Co. 0.88% New 133,594 $15.7M
Jennison Associates LLC 0.01% Add +134.2% 133,038 $15.6M
Centaurus Financial, Inc. 0.92% Reduce -2.1% 127,759 $15.0M

"% 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 719 holders