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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

703 hedge funds and large institutions have $9.23B invested in iShares MSCI ACWI ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 263 increasing their positions, 201 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+31
Holders Change %
+4.61%
% of All Funds
9.42%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.6%
New
77
Increased
263
Reduced
201
Closed
31
Calls
$325M
Puts
$168M
Net Calls
+$157M
Net Calls Change
-$10.7M

Top Buyers

1
PF
Phoenix Financial
Israel
+$294M
2
QC
Qalhat Capital
British Virgin Islands
+$146M
3
Goldman Sachs
Goldman Sachs
New York
+$131M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$64.3M
5
LBC
Lowe Brockenbrough & Co
Virginia
+$54.2M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$470M
2
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
-$154M
3
Jennison Associates
Jennison Associates
New York
-$94.3M
4
Morgan Stanley
Morgan Stanley
New York
-$92.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
401
Dana Investment Advisors
Wisconsin
$685K +$60.7K +472 +10%
LJAC
402
L.J. Altfest & Co
New York
$682K -$19.7K -153 -3%
AC
403
Annandale Capital
Texas
$670K +$257 +2 +0%
BPA
404
Beacon Pointe Advisors
California
$668K -$10K -78 -1%
SWP
405
Summit Wealth Partners
Florida
$658K – – –
GWM
406
GDS Wealth Management
Texas
$647K -$6.94K -54 -1%
HCMT
407
Highland Capital Management (Tennessee)
Tennessee
$629K – – –
BOJHT
408
Bank of Jackson Hole Trust
Wyoming
$622K -$14.8K -115 -2%
RK
409
Rather & Kittrell
Tennessee
$621K -$3.73K -29 -0.6%
RA
410
RFG Advisory
Alabama
$619K +$7.84K +61 +1%
ACI
411
Alpha Cubed Investments
California
$618K -$15.4K -120 -2%
HNB
412
Huntington National Bank
Ohio
$618K -$559K – –
AIIMS
413
Analyst IMS Investment Management Services
Israel
$612K +$121K +942 +25%
CMP
414
Courage Miller Partners
Virginia
$611K – – –
C1AG
415
Client 1st Advisory Group
Florida
$607K – – –
FA
416
Faithward Advisors
Pennsylvania
$605K -$2.16M -16,794 -78%
JWCA
417
J.W. Cole Advisors
Florida
$603K +$124K +961 +26%
NCM
418
New Capital Management
Texas
$596K -$4.63K -36 -0.8%
SFS
419
Sowell Financial Services
Arkansas
$593K -$32.7K -254 -5%
PWA
420
Provenance Wealth Advisors
Florida
$593K – – –
GWA
421
Gutierrez Wealth Advisory
Arkansas
$593K +$593K +4,609 New
SPC
422
Sigma Planning Corp
Michigan
$588K +$5.02K +39 +0.9%
MF
423
Midwestern Financial
Iowa
$577K +$577K +4,488 New
SPWG
424
Syntegra Private Wealth Group
Missouri
$564K – – –
BAM
425
Belpointe Asset Management
Nevada
$563K +$8.87K +69 +2%
15 16
17
18 19