ACWI icon

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 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+30
Holders Change %
+4.46%
% of All Funds
9.43%
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
32
Calls
$325M
Puts
$168M
Net Calls
+$157M
Net Calls Change
-$10.7M

Top Buyers

1
PF
Phoenix Financial
Israel
$295M
2
QC
Qalhat Capital
British Virgin Islands
$461M
3
Goldman Sachs
Goldman Sachs
New York
$231M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$64.3M
5
LBC
Lowe Brockenbrough & Co
Virginia
$64.1M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
$66M
2
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$44.4M
3
Jennison Associates
Jennison Associates
New York
$7.32M
4
Morgan Stanley
Morgan Stanley
New York
$967M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
101
Barclays
United Kingdom
$13.9M -$42.6K -331 -0.3%
AWA
102
Amplius Wealth Advisors
Pennsylvania
$13.7M +$4.63M +35,988 +51%
Lido Advisors
103
Lido Advisors
California
$13.6M -$7.28M -56,579 -35%
IA
104
IFC Advisors
California
$13.4M +$1.42K +11 +0%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$13.4M +$16.8K +131 +0.1%
PGF
106
Plan Group Financial
Oklahoma
$13.2M -$1.01M -7,844 -7%
WA
107
Waverly Advisors
Alabama
$13.2M +$28.9K +225 +0.2%
WRTC
108
Wind River Trust Company
Wyoming
$12.6M -$2.16M -16,820 -15%
VM
109
VPR Management
Texas
$12M +$1.29M +10,000 +12%
UW
110
Unique Wealth
Florida
$12M +$1.6M +12,457 +15%
AFP
111
Ausdal Financial Partners
Iowa
$11.9M -$248K -1,927 -2%
DWT
112
Dorsey & Whitney Trust
South Dakota
$11.5M -$114K -888 -1%
GFP
113
Gryphon Financial Partners
Ohio
$11.5M +$596K +4,631 +5%
Polen Capital Management
114
Polen Capital Management
Florida
$11.4M -$38.1M -296,237 -77%
SG Americas Securities
115
SG Americas Securities
New York
$11.2M +$292K +2,267 +3%
NI
116
NYL Investors
New York
$11.2M +$459K +3,571 +4%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$11.1M +$115K +894 +1%
HMH
118
Hackensack Meridian Health
New Jersey
$10.9M -$71.4M -555,000 -87%
DIP
119
DT Investment Partners
Pennsylvania
$10.7M -$22.5K -175 -0.2%
NBWM
120
North Berkeley Wealth Management
California
$10.6M +$25.2K +196 +0.2%
COCM
121
Charter Oak Capital Management
New Hampshire
$10.5M -$531K -4,131 -5%
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
$10.5M +$11.4K +89 +0.1%
Mariner
123
Mariner
Kansas
$10.4M +$1.61M +12,513 +18%
AG
124
AlTi Global
New York
$10.4M -$69K -536 -0.7%
CB
125
Centennial Bank
Arkansas
$10.1M +$10.1M +78,775 New
3 4
5
6 7