iShares MSCI Acwi ETFACWIETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 757 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 45 from Q2 2025. 77 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($967.6M), Phoenix Financial Ltd. ($449.1M) and P/E Global LLC ($293.2M). 6 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI Acwi ETF
- CUSIP
- 464288257
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $243.0M |
| Exits | 32 | $575.1M |
All 13F filers, Q2 2025 → Q3 2025: 8,244,842 shares bought and 11,082,918 shares sold, net −2,838,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 757 holders
| Morgan Stanley | 0.06% | Reduce -6.9% | 6,999,204 | $967.6M |
| Phoenix Financial Ltd. | 5.47% | Add +41.7% | 3,247,975 | $449.1M |
| P/E Global LLC | 58.64% | Reduce -4.3% | 2,121,107 | $293.2M |
| Sageworth Trust Co | 11.16% | Reduce -0.3% | 1,731,950 | $239.4M |
| Wells Fargo & Company | 0.05% | Reduce -2.5% | 1,689,145 | $233.5M |
| PNC Financial Services Group, Inc. | 0.12% | Add +1.1% | 1,374,343 | $190.0M |
| ICONIQ Capital, LLC | 2.32% | Reduce -4.9% | 1,352,742 | $187.0M |
| JPMorgan Chase & Co. | 0.01% | Add +10.4% | 1,300,844 | $179.8M |
| Sequoia Financial Advisors, LLC | 1.09% | Reduce -2.5% | 1,293,324 | $178.8M |
| Prudential PLC | 1.16% | Add +34.1% | 1,143,302 | $158.1M |
| Allianz Asset Management GmbH | 0.19% | Reduce -19.1% | 1,121,655 | $155.1M |
| Bank of America Corp. | 0.01% | Reduce -5.4% | 1,075,636 | $148.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 3.64% | Reduce -26.5% | 1,016,554 | $140.5M |
| Capital Advisors Inc. | 2.21% | Add +2.5% | 957,528 | $132.4M |
| Bogart Wealth, LLC | 5.15% | Reduce -0.8% | 918,205 | $126.9M |
| Granger Management LLC | 34.89% | Add +175.1% | 864,821 | $119.6M |
| Dimension Capital Management LLC | 17.38% | Reduce -0.6% | 864,189 | $119.5M |
| Evoke Wealth, LLC | 2.34% | Reduce -0.2% | 812,866 | $112.4M |
| Assetmark, Inc. | 0.23% | Add +73.1% | 788,333 | $109.0M |
| UBS Group AG | 0.02% | Reduce -18.7% | 783,061 | $108.3M |
| Corient Private Wealth LP | 0.17% | Add +60.9% | 767,573 | $106.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -57.7% | 759,078 | $104.9M |
| National Bank of Canada | 0.12% | Add +60.5% | 737,744 | $102.0M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 43.38% | Add +112.8% | 734,331 | $101.5M |
| Bank of Montreal | 0.04% | Add +84.4% | 727,030 | $100.5M |
| Lowe Brockenbrough & Co. Inc. | 5.05% | Add +42.5% | 710,695 | $98.2M |
| BNP Paribas Financial Markets | 0.08% | Reduce -67.7% | 708,231 | $97.9M |
| Nomura Asset Management Co. Ltd. | 0.25% | Reduce -11.3% | 706,200 | $97.6M |
| HSBC Holdings PLC | 0.06% | Add +2.4% | 699,426 | $96.7M |
| Royal Bank of Canada | 0.02% | Reduce -14.6% | 669,893 | $92.6M |
| Ieq Capital, LLC | 0.26% | Add +13.4% | 614,643 | $85.0M |
| Brown Advisory Inc. | 0.11% | Add +21.9% | 600,459 | $83.0M |
| Verger Capital Management LLC | 24.60% | Add +45.3% | 548,305 | $75.8M |
| Allianz SE | 1.54% | Add +0.0% | 525,931 | $72.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.53% | Add +19.4% | 504,245 | $69.7M |
| Common Fund for Nonprofit Organizations | 5.90% | Reduce -4.2% | 496,559 | $68.6M |
| Bessemer Group Inc. | 0.10% | Reduce -0.8% | 489,966 | $67.7M |
| BlackRock, Inc. | 0.00% | Reduce -3.7% | 483,931 | $66.9M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +13.2% | 467,617 | $64.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.6% | 463,217 | $64.0M |
| Mill Creek Capital Advisors, LLC | 1.24% | Reduce -1.3% | 436,534 | $60.3M |
| LPL Financial LLC | 0.02% | Add +40.2% | 430,898 | $59.6M |
| Blue Trust, Inc. | 0.66% | Add +2.5% | 424,853 | $58.7M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.7% | 421,957 | $58.3M |
| Three Bridge Wealth Advisors, LLC | 14.69% | Add +2.2% | 412,183 | $57.0M |
| Partners Capital Investment Group, LLP | 2.23% | Add +5.4% | 405,964 | $56.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.15% | Add +12.8% | 385,784 | $53.3M |
| Johns Hopkins University | 2.88% | Reduce -27.1% | 374,108 | $51.7M |
| Raymond James Financial Inc. | 0.02% | Add +10.8% | 364,541 | $50.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 357,345 | $49.4M |
| Lido Advisors, LLC | 0.20% | Add +226.1% | 343,630 | $47.5M |
| Osaic Holdings, Inc. | 0.07% | Add +27.9% | 348,015 | $47.1M |
| Pathstone Holdings, LLC | 0.17% | Reduce -8.9% | 317,697 | $43.9M |
| Naviter Wealth, LLC | 5.02% | Add +12.9% | 311,799 | $43.1M |
| 1832 Asset Management L.P. | 0.07% | New | 309,198 | $42.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +7.5% | 300,669 | $41.9M |
| Banco Santander, S.A. | 0.37% | Reduce -21.9% | 301,217 | $41.6M |
| Brandywine Managers, LLC | 38.94% | No change | 293,679 | $40.6M |
| US Bancorp \de | 0.05% | Reduce -0.0% | 283,035 | $39.1M |
| Ayalon Insurance Comp Ltd. | 9.81% | Add +21.1% | 280,571 | $38.8M |
| Cerity Partners LLC | 0.06% | Add +3.6% | 279,951 | $38.7M |
| Birnam Oak Advisors, LP | 9.38% | No change | 276,800 | $38.3M |
| Erste Asset Management GmbH | 0.35% | Add +67.7% | 264,832 | $36.6M |
| Cambridge Associates LLC /Ma/ | 0.66% | Add +11.8% | 260,477 | $36.0M |
| Pathway Financial Advisors LLC | 4.50% | Add +0.0% | 244,331 | $33.8M |
| Schroder Investment Management Group | 0.03% | Add +60.6% | 243,293 | $33.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.0% | 241,258 | $33.4M |
| Truist Financial Corp. | 0.04% | Reduce -11.6% | 215,623 | $29.8M |
| Quantinno Capital Management LP | 0.08% | Add +329.4% | 215,330 | $29.8M |
| Jasper Ridge Partners, L.P. | 0.66% | Reduce -0.1% | 211,381 | $29.2M |
| Oxford Financial Group, LTD. LLC | 1.64% | Reduce -3.8% | 210,088 | $29.0M |
| Neuberger Berman Group LLC | 0.02% | Add +10.3% | 209,982 | $29.0M |
| Federation des caisses Desjardins du Quebec | 0.11% | Reduce -66.4% | 208,963 | $28.9M |
| Sentinel Trust Co. Lba | 2.93% | No change | 207,698 | $28.7M |
| Drake & Associates, LLC | 6.01% | Add +11.5% | 204,224 | $28.7M |
| Citigroup Inc. | 0.02% | Add +17.0% | 207,342 | $28.7M |
| Old National Bancorp | 0.49% | Reduce -0.2% | 206,907 | $28.6M |
| Privium Fund Management (UK) Ltd | 17.78% | New | 206,560 | $28.4M |
| Waldron Private Wealth LLC | 1.12% | Reduce -0.6% | 199,078 | $27.5M |
| GFS Advisors, LLC | 3.49% | Reduce -2.1% | 197,870 | $27.4M |
| Capital International Investors | 0.00% | Add +9.3% | 192,008 | $26.4M |
| Polen Capital Management LLC | 0.09% | Add +115.1% | 190,449 | $26.3M |
| Circle Wealth Management, LLC | 0.50% | No change | 187,610 | $25.9M |
| Gotham Asset Management | 0.11% | Add +13.8% | 182,147 | $25.2M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -3.5% | 179,102 | $24.8M |
| Bricktown Capital, LLC | 4.04% | Reduce -34.8% | 177,429 | $24.5M |
| Equitable Trust Co. | 1.13% | Add +0.1% | 177,361 | $24.5M |
| Focus Partners Wealth | 0.04% | Reduce -13.8% | 175,156 | $24.2M |
| Ameriprise Financial Inc. | 0.01% | Add +8.8% | 162,943 | $22.5M |
| Citadel Advisors | 0.02% | Add +455.2% | 162,097 | $22.4M |
| Bank of Nova Scotia | 0.04% | Reduce -21.7% | 161,031 | $22.3M |
| Wellington Management Group LLP | 0.00% | Reduce -61.9% | 158,122 | $21.9M |
| Allen Investment Management, LLC | 0.24% | Add +4.0% | 156,494 | $21.6M |
| Cresset Asset Management, LLC | 0.09% | Add +4.0% | 149,361 | $20.6M |
| Sepio Capital, LP | 1.16% | Add +96.2% | 141,815 | $19.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | New | 136,110 | $18.8M |
| Centaurus Financial, Inc. | 0.85% | Add +1.5% | 130,394 | $18.0M |
| Avestar Capital, LLC | 1.25% | Add +2.8% | 126,717 | $17.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.1% | 124,482 | $17.2M |
| Ashford Advisors, LLC | 3.66% | Reduce -3.1% | 119,573 | $16.5M |
"% of holder's portfolio" is ACWI's weight in each manager's 13F, not the share of iShares MSCI Acwi ETF the manager owns.