iShares MSCI Acwi ETFACWIETF

13F holders, Q3 2025 (September 30)
757holders +45
77new positions
32sold out
6famous investors
$138.24avg. 13F price*

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

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions77$243.0M
Exits32$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.

Show all 757 holders