ISHARES MSCI ACWI ETF (ACWI) Institutional Ownership Changes & 13F Activity
ISHARES MSCI ACWI ETF (ACWI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Mai Capital Management, Parkwood Llc, Two Creeks Capital Management, Lp, and Jasper Ridge Partners, L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +903 | +18.2% | 5,861 | $919.95K | Q2 2026 | Sep 09, 2026 |
| Anchor Capital Advisors Llc | Sell | -64 | -1.2% | 5,353 | $840.26K | Q2 2026 | Sep 03, 2026 |
| Allianz Asset Management Gmbh | Buy | +43,622 | +4.2% | 1,089,050 | $170.95M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Sell | -8,802 | -12.4% | 62,080 | $9.74M | Q2 2026 | Sep 02, 2026 |
| Allie Family Office Llc | Sell | -1,699 | -100.0% | 0 | $0.00 | Q2 2026 | Sep 01, 2026 |
| Corient Private Wealth Llc | Sell | -105,950 | -13.4% | 687,632 | $107.94M | Q2 2026 | Aug 27, 2026 |
| Financial Insights, Inc. | Buy | +3,423 | — | 3,423 | $537.31K | Q2 2026 | Aug 25, 2026 |
| Rehmann Capital Advisory Group | Buy | +1 | +0.0% | 2,014 | $316.22K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +109,190 | +148.3% | 182,797 | $28.69M | Q2 2026 | Aug 19, 2026 |
| Capasso Planning Partners Llc | Buy | +2,452 | — | 2,452 | $384.86K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,069 | +4.6% | 24,548 | $3.85M | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +66,761 | +65.4% | 168,819 | $26.50M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +9,118 | +38.3% | 32,922 | $5.17M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -4,428 | -3.9% | 109,420 | $17.17M | Q2 2026 | Aug 17, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | Sell | -3,652 | -8.6% | 38,812 | $6.09M | Q2 2026 | Aug 17, 2026 |
| Ruggaard & Associates Llc | Buy | +2,903 | — | 2,903 | $455.68K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +951 | +7.5% | 13,654 | $2.14M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +792 | +2.2% | 36,380 | $5.71M | Q2 2026 | Aug 17, 2026 |
| Larch Capital Partners Llc | Buy | +182 | +0.3% | 58,306 | $9.15M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +109 | +0.1% | 138,615 | $21.76M | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Buy | +41 | +1.1% | 3,641 | $572.00K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +847,196 | +61.2% | 2,231,651 | $350.30M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +786,962 | +3941.5% | 806,928 | $126.66M | Q2 2026 | Aug 14, 2026 |
| Parkwood Llc | Buy | +658,591 | +363.1% | 839,961 | $131.85M | Q2 2026 | Aug 14, 2026 |
| Two Creeks Capital Management, Lp | Buy | +583,355 | — | 583,355 | $91.57M | Q2 2026 | Aug 14, 2026 |
| Jasper Ridge Partners, L.P. | Sell | -354,957 | -59.1% | 246,089 | $38.63M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +344,784 | — | 344,784 | $54.13M | Q2 2026 | Aug 14, 2026 |
| Rector, Church-Wardens & Vestrymen Of Trinity Church In The City Of New-York | Sell | -257,848 | -14.0% | 1,590,032 | $249.59M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +243,694 | +27.6% | 1,127,700 | $177.02M | Q2 2026 | Aug 14, 2026 |
| Nearwater Capital Markets, Ltd | Sell | -209,800 | -32.7% | 431,900 | $67.80M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about ACWI activity
Which institutional owners are buying ACWI?
Institutional owners buying ACWI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ACWI activity?
"Buy" means an investor increased their reported position in ACWI compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI ACWI ETF (ACWI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ACWI increasing?
Institutional interest in ACWI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.