iShares MSCI Acwi ETFACWIETF

13F holders, Q1 2025 (March 31)
681holders −38
36new positions
67sold out
4famous investors
$116.03avg. 13F price*

At the end of Q1 2025, 681 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, down 38 from Q4 2024. 36 opened new positions and 67 sold out. The largest holders were Morgan Stanley ($959.0M), Johns Hopkins University ($484.9M) and Qalhat Capital Ltd ($285.3M). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions36$235.2M
Exits67$466.1M

All 13F filers, Q4 2024 → Q1 2025: 9,193,649 shares bought and 12,995,628 shares sold, net −3,801,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 681 holders

Morgan Stanley 0.07% Add +13.1% 8,239,805 $959.0M
Johns Hopkins University 18.30% Add +8.2% 4,166,396 $484.9M
Qalhat Capital Ltd 59.91% Add +37.4% 2,451,072 $285.3M
BNP Paribas Financial Markets 0.21% Reduce -2.4% 2,378,022 $276.8M
P/E Global LLC 57.99% Reduce -1.3% 2,201,318 $256.2M
OVERSEA-CHINESE BANKING Corp Ltd 6.37% Reduce -22.1% 1,867,714 $217.4M
Allianz Asset Management GmbH 0.30% Add +1.8% 1,760,090 $204.9M
Sageworth Trust Co 12.63% Reduce -0.3% 1,745,457 $203.2M
Wells Fargo & Company 0.05% Reduce -10.7% 1,723,254 $200.6M
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York 81.72% New 1,543,643 $179.7M
ICONIQ Capital, LLC 2.98% Reduce -7.6% 1,444,664 $168.1M
Bank of America Corp. 0.01% Reduce -27.1% 1,347,392 $156.8M
PNC Financial Services Group, Inc. 0.08% Reduce -8.9% 1,261,399 $146.8M
Federation des caisses Desjardins du Quebec 0.69% Reduce -15.3% 1,189,640 $138.5M
Sequoia Financial Advisors, LLC 1.01% Reduce -13.4% 1,124,773 $130.9M
JPMorgan Chase & Co. 0.01% Reduce -11.9% 1,067,701 $124.3M
Capital Advisors Inc. 2.14% Add +33.5% 921,895 $107.3M
Dimension Capital Management LLC 17.87% Reduce -5.0% 865,526 $100.7M
Bank of Nova Scotia 0.22% Add +106.0% 833,168 $97.0M
Evoke Wealth, LLC 2.50% Reduce -2.9% 822,066 $95.7M
Jennison Associates LLC 0.06% Add +494.0% 790,200 $92.0M
Goldman Sachs Group Inc. 0.02% Reduce -18.2% 771,405 $89.8M
Prudential PLC 0.45% Reduce -1.5% 766,531 $89.2M
National Bank of Canada 0.10% Add +79.5% 759,507 $88.4M
Nomura Asset Management Co. Ltd. 0.27% Reduce -0.1% 754,585 $87.8M
Bogart Wealth, LLC 3.76% Reduce -0.8% 684,940 $79.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.75% Add +37.3% 641,303 $74.7M
Hackensack Meridian Health, Inc. 8.48% Reduce -34.0% 640,000 $74.5M
Schroder Investment Management Group 0.07% Add +3140.0% 570,395 $66.3M
HSBC Holdings PLC 0.04% Add +17.3% 561,341 $65.3M
UBS Group AG 0.01% Reduce -37.4% 546,281 $63.6M
Allianz SE 1.65% Reduce -0.5% 532,710 $62.0M
Ieq Capital, LLC 0.46% Add +303.4% 500,305 $58.2M
BlackRock, Inc. 0.00% Reduce -27.3% 485,396 $56.5M
Assetmark, Inc. 0.15% Reduce -0.6% 481,923 $56.1M
Royal Bank of Canada 0.01% Reduce -25.3% 474,271 $55.2M
HighTower Advisors, LLC 0.07% Reduce -5.1% 473,418 $55.1M
Brown Advisory Inc. 0.08% Reduce -12.8% 467,280 $54.4M
Common Fund for Nonprofit Organizations 5.86% Add +56.1% 452,652 $52.7M
Bricktown Capital, LLC 9.60% Add +5.7% 440,347 $51.3M
Alliancebernstein L.P. 0.02% Reduce -15.5% 434,665 $50.6M
Corient Private Wealth LP 0.08% Reduce -1.4% 426,699 $49.7M
Blue Trust, Inc. 0.61% Add +2.3% 410,848 $47.8M
Three Bridge Wealth Advisors, LLC 15.87% Add +1.1% 391,881 $45.6M
Bank of Montreal 0.02% Reduce -0.1% 389,582 $45.3M
Polen Capital Management LLC 0.14% Add +21.1% 384,795 $44.8M
Great Valley Advisor Group, Inc. 0.92% Add +1.7% 367,609 $42.8M
Bank Julius Baer & Co. Ltd, Zurich 0.13% Reduce -15.0% 350,458 $40.8M
Bank of New York Mellon Corp 0.01% Reduce -7.6% 348,658 $40.6M
CANADA LIFE ASSURANCE Co 0.07% Add +48.7% 347,611 $40.4M
Mill Creek Capital Advisors, LLC 0.93% Reduce -1.2% 329,729 $38.4M
Pathstone Holdings, LLC 0.16% Reduce -0.4% 322,579 $37.5M
Bessemer Group Inc. 0.07% Reduce -28.0% 315,569 $36.7M
Granger Management LLC 13.18% Reduce -76.5% 314,321 $36.6M
Capital International Investors 0.01% Reduce -62.1% 312,876 $36.4M
Brandywine Managers, LLC 41.01% Reduce -15.0% 293,679 $34.2M
Verger Capital Management LLC 14.90% Add +19.9% 291,080 $33.9M
US Bancorp \de 0.04% Add +1.7% 280,127 $32.6M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -1.2% 276,771 $32.2M
Birnam Oak Advisors, LP 13.39% Reduce -2.1% 274,800 $32.0M
Bank Hapoalim BM 4.72% Add +11351.7% 269,000 $31.3M
Raymond James Financial Inc. 0.01% Reduce -3.5% 263,190 $30.6M
Envestnet Asset Management Inc. 0.01% Reduce -20.4% 261,597 $30.4M
Osaic Holdings, Inc. 0.07% Add +9.5% 260,485 $30.3M
Partners Capital Investment Group, LLP 0.51% Add +176.1% 256,859 $29.9M
Lazard Asset Management LLC 0.05% Reduce -21.4% 255,415 $29.7M
LPL Financial LLC 0.01% Reduce -9.7% 251,534 $29.3M
Truist Financial Corp. 0.04% Add +11.6% 241,203 $28.1M
Cambridge Associates LLC /Ma/ 0.80% Reduce -20.1% 238,733 $27.8M
Banco Santander, S.A. 0.30% Add +18.6% 237,074 $27.6M
Jasper Ridge Partners, L.P. 0.88% Add +8.3% 236,047 $27.5M
Sentinel Trust Co. Lba 3.23% Add +21.1% 235,278 $27.4M
Cerity Partners LLC 0.06% Add +57.4% 234,450 $27.3M
Ayalon Insurance Comp Ltd. 8.68% Add +5.2% 231,050 $26.9M
Oxford Financial Group, LTD. LLC 1.83% Reduce -5.2% 224,629 $26.1M
Focus Partners Wealth 0.06% Add +4.4% 212,826 $24.8M
Retirement Capital Strategies 9.28% New 204,176 $23.8M
Waldron Private Wealth LLC 1.10% Add +0.5% 200,284 $23.3M
Neuberger Berman Group LLC 0.02% Add +2.8% 200,112 $23.3M
Qube Research & Technologies Ltd 0.04% Reduce -29.3% 194,019 $22.6M
Bremer Bank National Association 4.01% No change 193,622 $22.5M
Circle Wealth Management, LLC 0.51% No change 187,610 $21.8M
Privium Fund Management (UK) Ltd 16.60% Add +1.0% 183,080 $21.5M
Ameriprise Financial Inc. 0.01% Add +46.9% 181,237 $21.1M
Rockefeller Capital Management L.P. 0.05% Reduce -5.9% 180,666 $21.0M
Drake & Associates, LLC 5.75% Add +2.3% 175,762 $20.5M
GFS Advisors, LLC 4.08% Add +22.6% 174,435 $20.3M
Cresset Asset Management, LLC 0.10% Reduce -6.3% 173,899 $20.2M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +1.1% 166,422 $19.3M
Arlington Capital Management, Inc. 14.59% Reduce -37.7% 165,436 $19.3M
Lido Advisors, LLC 0.11% Reduce -2.5% 161,951 $18.8M
Citigroup Inc. 0.01% Reduce -60.4% 158,859 $18.5M
Naviter Wealth, LLC 2.18% Reduce -2.5% 154,541 $18.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +25.5% 152,229 $17.7M
Allen Investment Management, LLC 0.20% Reduce -0.3% 150,890 $17.6M
Equitable Trust Co. 0.85% Reduce -1.6% 131,404 $15.3M
Centaurus Financial, Inc. 0.92% Add +2.4% 130,790 $15.2M
Ashford Advisors, LLC 3.57% Reduce -0.3% 122,756 $14.3M
Sepio Capital, LP 1.11% Reduce -0.6% 120,880 $14.1M
Gotham Asset Management 0.11% No change 117,483 $13.7M

"% 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 681 holders