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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 %
PGA
501
Portland Global Advisors
Maine
$351K – – –
GSIS
502
Global Strategic Investment Solutions
Arizona
$349K – – –
TPA
503
Trivium Point Advisory
Connecticut
$348K – – –
NRC
504
New Republic Capital
North Carolina
$347K -$112K -869 -24%
BC
505
Belmont Capital
California
$347K – – –
SCA
506
Stonebridge Capital Advisors
Minnesota
$346K – – –
CCB
507
Country Club Bank
Missouri
$346K -$37.1K -290 -10%
FB
508
Fulton Bank
Pennsylvania
$345K -$474K -3,686 -58%
CCP
509
Cassia Capital Partners
North Carolina
$343K +$24.2K +188 +8%
HWM
510
Hemington Wealth Management
Virginia
$343K -$7.71K -60 -2%
TPW
511
Transatlantique Private Wealth
New York
$336K -$210K -1,635 -39%
TIAA Trust, National Association
512
TIAA Trust, National Association
North Carolina
$336K – – –
BA
513
Bridgewater Advisors
New York
$334K +$23.1K +176 +7%
Betterment LLC
514
Betterment LLC
New York
$332K +$332K +2,584 New
BWP
515
Balboa Wealth Partners
Arizona
$329K +$3.99K +31 +1%
TCWM
516
Total Clarity Wealth Management
Illinois
$328K – – –
OGF
517
Orin Green Financial
California
$328K – – –
PWM
518
Perigon Wealth Management
California
$324K -$9.65K -75 -3%
SPIO
519
Seven Post Investment Office
California
$320K – – –
ESB
520
Essex Savings Bank
Connecticut
$318K – – –
FF
521
Friedenthal Financial
New Jersey
$317K -$9K -70 -3%
WCM
522
Warburton Capital Management
Oklahoma
$314K +$2.36K +18 +0.8%
PWM
523
Provident Wealth Management
Tennessee
$311K – – –
SC
524
Sapient Capital
Indiana
$308K -$24.8K -193 -7%
LFAS
525
Level Four Advisory Services
Texas
$304K +$304K +2,362 New
19 20
21
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