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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management, Sequoia Financial Advisors, Causeway Capital Management, Renaissance Technologies LLC, and Hancock Classic Value.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Polen Capital Management | Sell | -303,718 | 306,415 | $42,398,594 |
| Q1 2026 | Sequoia Financial Advisors | Sell | -48,518 | 1,197,896 | $165,752,899 |
| Q1 2026 | Causeway Capital Management | Buy | 4,486 | 15,421 | $2,133,827 |
| Q4 2025 | Polen Capital Management | Buy | 419,684 | 610,133 | $86,327,787 |
| Q4 2025 | Sequoia Financial Advisors | Sell | -46,910 | 1,246,414 | $176,355,069 |
| Q4 2025 | Renaissance Technologies LLC | Sell | -4,000 | 22,800 | $3,225,972 |
| Q4 2025 | Causeway Capital Management | Buy | 1,508 | 10,935 | $1,547,207 |
| Q3 2025 | Polen Capital Management | Buy | 101,891 | 190,449 | $26,327,707 |
| Q3 2025 | Renaissance Technologies LLC | Sell | -43,200 | 26,800 | $3,704,832 |
| Q3 2025 | Sequoia Financial Advisors | Sell | -32,673 | 1,293,324 | $178,789,166 |
| Q3 2025 | Causeway Capital Management | Buy | 967 | 9,427 | $1,303,163 |
| Q2 2025 | Polen Capital Management | Sell | -296,237 | 88,558 | $11,388,570 |
| Q2 2025 | Sequoia Financial Advisors | Buy | 201,224 | 1,325,997 | $170,523,175 |
| Q2 2025 | Renaissance Technologies LLC | Sell | -14,500 | 70,000 | $9,002,000 |
| Q2 2025 | Causeway Capital Management | Sell | -3,144 | 8,460 | $1,088,000 |
| Q1 2025 | Sequoia Financial Advisors | Sell | -174,453 | 1,124,773 | $130,912,317 |
| Q1 2025 | Polen Capital Management | Buy | 66,994 | 384,795 | $44,786,332 |
| Q1 2025 | Causeway Capital Management | Sell | -11,444 | 11,604 | $1,350,576 |
| Q4 2024 | Polen Capital Management | Buy | 226,679 | 317,801 | $37,341,573 |
| Q4 2024 | Sequoia Financial Advisors | Buy | 33,587 | 1,299,226 | $152,659,084 |
| Q4 2024 | Causeway Capital Management | Buy | 5,165 | 23,048 | $2,708,095 |
| Q3 2024 | Polen Capital Management | Sell | -84,564 | 91,122 | $10,893,576 |
| Q3 2024 | Sequoia Financial Advisors | Buy | 29,008 | 1,265,639 | $151,307,091 |
| Q3 2024 | Causeway Capital Management | Buy | 7,708 | 17,883 | $2,137,916 |
| Q2 2024 | Polen Capital Management | Buy | 158,277 | 175,686 | $19,747,153 |
| Q2 2024 | Sequoia Financial Advisors | Buy | 53,612 | 1,236,631 | $138,997,336 |
| Q2 2024 | Causeway Capital Management | Buy | 2,595 | 10,175 | $1,143,616 |
| Q2 2024 | Renaissance Technologies LLC | Sell | -1,100 | 84,500 | $9,497,800 |
| Q1 2024 | Polen Capital Management | Sell | -84,181 | 17,409 | $1,917,214 |
| Q1 2024 | Renaissance Technologies LLC | Buy | 79,900 | 85,600 | $9,427 |
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.
Related ACWI Institutional Insights
- ACWI Institutional Ownership Overview
- ACWI Institutional Ownership & Insiders Activity
- ACWI Institutional Ownership & 13F Activity
- ACWI Top Institutional Shareholders
- ACWI Institutional Buying Activity
- ACWI Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- ACWI Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings