iShares MSCI Acwi ETFACWIETF

13F holders, Q2 2025 (June 30)
712holders +31
69new positions
32sold out
7famous investors
$128.56avg. 13F price*

At the end of Q2 2025, 712 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 31 from Q1 2025. 69 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($967.0M), Qalhat Capital Ltd ($461.4M) and Phoenix Financial Ltd. ($294.8M). 7 famous investors held it, including Joel Greenblatt (0.1% 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions69$173.6M
Exits32$180.6M

All 13F filers, Q1 2025 → Q2 2025: 10,905,634 shares bought and 13,886,475 shares sold, net −2,980,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 712 holders

Morgan Stanley 0.06% Reduce -8.7% 7,519,348 $967.0M
Qalhat Capital Ltd 65.64% Add +46.4% 3,588,206 $461.4M
Phoenix Financial Ltd. 3.89% Add +73377.9% 2,292,511 $294.8M
P/E Global LLC 59.23% Add +0.6% 2,215,307 $284.9M
BNP Paribas Financial Markets 0.22% Reduce -7.8% 2,192,824 $282.0M
Goldman Sachs Group Inc. 0.04% Add +132.4% 1,792,945 $230.6M
Sageworth Trust Co 12.37% Reduce -0.5% 1,736,413 $223.3M
Wells Fargo & Company 0.05% Add +0.5% 1,731,991 $222.7M
ICONIQ Capital, LLC 3.09% Reduce -1.5% 1,423,054 $183.0M
Allianz Asset Management GmbH 0.24% Reduce -21.3% 1,386,120 $178.3M
OVERSEA-CHINESE BANKING Corp Ltd 5.02% Reduce -26.0% 1,382,484 $177.8M
PNC Financial Services Group, Inc. 0.11% Add +7.8% 1,359,545 $174.8M
Sequoia Financial Advisors, LLC 1.17% Add +17.9% 1,325,997 $170.5M
JPMorgan Chase & Co. 0.01% Add +10.4% 1,178,286 $151.5M
Bank of America Corp. 0.01% Reduce -15.6% 1,137,324 $146.3M
UBS Group AG 0.03% Add +76.3% 962,858 $123.8M
Capital Advisors Inc. 2.16% Add +1.4% 934,498 $120.2M
Bogart Wealth, LLC 5.09% Add +35.1% 925,215 $119.0M
Dimension Capital Management LLC 17.52% Add +0.4% 869,329 $111.8M
Prudential PLC 0.67% Add +11.3% 852,835 $109.7M
Evoke Wealth, LLC 2.46% Reduce -0.9% 814,395 $104.7M
Nomura Asset Management Co. Ltd. 0.28% Add +5.6% 796,560 $102.4M
Royal Bank of Canada 0.02% Add +65.3% 783,949 $100.8M
HSBC Holdings PLC 0.06% Add +21.7% 682,930 $87.8M
Federation des caisses Desjardins du Quebec 0.35% Reduce -47.8% 621,117 $79.9M
Ieq Capital, LLC 0.43% Add +8.3% 542,081 $69.7M
Allianz SE 1.60% Reduce -1.3% 525,698 $67.6M
Common Fund for Nonprofit Organizations 6.88% Add +14.4% 518,042 $66.6M
Johns Hopkins University 3.49% Reduce -87.7% 513,164 $66.0M
BlackRock, Inc. 0.00% Add +3.5% 502,613 $64.6M
Toronto Dominion Bank 0.14% New 500,000 $64.3M
Lowe Brockenbrough & Co. Inc. 3.61% Add +547.9% 498,695 $64.1M
Bessemer Group Inc. 0.10% Add +56.5% 493,941 $63.5M
Brown Advisory Inc. 0.08% Add +5.4% 492,387 $63.3M
Corient Private Wealth LP 0.08% Add +11.8% 477,052 $61.3M
HighTower Advisors, LLC 0.08% Reduce -1.6% 465,774 $59.9M
National Bank of Canada 0.06% Reduce -39.5% 459,719 $59.1M
Assetmark, Inc. 0.14% Reduce -5.5% 455,425 $58.6M
Mill Creek Capital Advisors, LLC 1.26% Add +34.2% 442,466 $56.9M
Alliancebernstein L.P. 0.02% Reduce -2.3% 424,722 $54.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.49% Reduce -34.1% 422,462 $54.3M
Wellington Management Group LLP 0.01% Add +499.6% 414,937 $53.4M
Blue Trust, Inc. 0.63% Add +0.9% 414,687 $53.3M
CANADA LIFE ASSURANCE Co 0.08% Add +18.9% 413,286 $53.3M
Three Bridge Wealth Advisors, LLC 13.67% Add +3.0% 403,429 $51.9M
Bank of Montreal 0.03% Add +1.2% 394,307 $50.7M
Banco Santander, S.A. 0.47% Add +62.7% 385,710 $49.6M
Partners Capital Investment Group, LLP 2.00% Add +49.9% 385,120 $49.5M
Verger Capital Management LLC 19.10% Add +29.7% 377,424 $48.5M
Bank of New York Mellon Corp 0.01% Add +3.4% 360,328 $46.3M
Pathstone Holdings, LLC 0.18% Add +8.2% 348,861 $44.8M
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York 30.09% Reduce -77.6% 345,102 $44.4M
Bank Julius Baer & Co. Ltd, Zurich 0.13% Reduce -2.4% 342,137 $44.0M
Raymond James Financial Inc. 0.01% Add +25.0% 328,876 $42.3M
Granger Management LLC 15.08% No change 314,321 $40.4M
Envestnet Asset Management Inc. 0.01% Add +18.3% 309,446 $39.8M
LPL Financial LLC 0.01% Add +22.2% 307,346 $39.5M
Brandywine Managers, LLC 37.53% No change 293,679 $37.8M
US Bancorp \de 0.05% Add +1.1% 283,160 $36.4M
Wealth Enhancement Advisory Services, LLC 0.06% Add +1.0% 279,639 $36.3M
Birnam Oak Advisors, LP 10.67% Add +0.7% 276,800 $35.6M
Naviter Wealth, LLC 4.37% Add +78.7% 276,103 $35.5M
Osaic Holdings, Inc. 0.06% Add +4.4% 272,062 $35.0M
Bricktown Capital, LLC 6.33% Reduce -38.2% 271,947 $35.0M
Cerity Partners LLC 0.06% Add +15.2% 270,185 $34.7M
Pathway Financial Advisors LLC 4.60% Add +6875.8% 244,292 $31.4M
Truist Financial Corp. 0.05% Add +1.1% 243,976 $31.4M
Bank Hapoalim BM 4.47% No change 269,000 $31.3M
StoneX Group Inc. 1.46% New 233,607 $30.0M
Cambridge Associates LLC /Ma/ 0.66% Reduce -2.4% 232,948 $30.0M
Ayalon Insurance Comp Ltd. 8.60% Add +0.3% 231,772 $29.8M
Oxford Financial Group, LTD. LLC 1.67% Reduce -2.7% 218,468 $28.1M
Jasper Ridge Partners, L.P. 0.68% Reduce -10.3% 211,651 $27.2M
Sentinel Trust Co. Lba 2.90% Reduce -11.7% 207,698 $26.7M
Old National Bancorp 0.47% Add +1366.4% 207,256 $26.7M
Bank of Nova Scotia 0.05% Reduce -75.3% 205,758 $26.5M
Focus Partners Wealth 0.06% Reduce -4.5% 203,236 $26.1M
GFS Advisors, LLC 3.56% Add +15.9% 202,200 $26.0M
Waldron Private Wealth LLC 1.12% Reduce -0.0% 200,195 $25.7M
Neuberger Berman Group LLC 0.02% Reduce -4.9% 190,385 $24.5M
Circle Wealth Management, LLC 0.54% No change 187,610 $24.1M
Rockefeller Capital Management L.P. 0.05% Add +2.7% 185,614 $23.9M
Drake & Associates, LLC 5.77% Add +4.3% 183,227 $23.6M
Equitable Trust Co. 1.14% Add +34.9% 177,192 $22.8M
Citigroup Inc. 0.02% Add +11.5% 177,187 $22.8M
Capital International Investors 0.00% Reduce -43.8% 175,704 $22.5M
Gotham Asset Management 0.12% Add +36.3% 160,085 $20.6M
Erste Asset Management GmbH 0.17% Reduce -35.0% 157,943 $20.3M
Schroder Investment Management Group 0.02% Reduce -73.5% 151,449 $19.4M
Allen Investment Management, LLC 0.21% Reduce -0.3% 150,462 $19.3M
Ameriprise Financial Inc. 0.00% Reduce -17.4% 149,770 $19.3M
Qube Research & Technologies Ltd 0.03% Reduce -25.2% 145,208 $18.7M
Cresset Asset Management, LLC 0.09% Reduce -17.4% 143,677 $18.5M
Victory Capital Management Inc. 0.01% Add +59.8% 128,506 $16.5M
Centaurus Financial, Inc. 0.96% Reduce -1.8% 128,438 $16.5M
Ashford Advisors, LLC 3.68% Add +0.5% 123,362 $15.9M
Avestar Capital, LLC 1.16% Add +160.8% 123,295 $15.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -22.6% 117,835 $15.2M
United Capital Financial Advisors, LLC 0.12% Reduce -0.3% 114,803 $14.8M
Cwm, LLC 0.05% Add +5.8% 108,514 $14.0M

"% 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 712 holders