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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+903+18.2%5,861$919.95KQ2 2026Sep 09, 2026
Anchor Capital Advisors LlcSell-64-1.2%5,353$840.26KQ2 2026Sep 03, 2026
Allianz Asset Management GmbhBuy+43,622+4.2%1,089,050$170.95MQ2 2026Sep 02, 2026
Citadel Advisors LlcSell-8,802-12.4%62,080$9.74MQ2 2026Sep 02, 2026
Allie Family Office LlcSell-1,699-100.0%0$0.00Q2 2026Sep 01, 2026
Corient Private Wealth LlcSell-105,950-13.4%687,632$107.94MQ2 2026Aug 27, 2026
Financial Insights, Inc.Buy+3,4233,423$537.31KQ2 2026Aug 25, 2026
Rehmann Capital Advisory GroupBuy+1+0.0%2,014$316.22KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+109,190+148.3%182,797$28.69MQ2 2026Aug 19, 2026
Capasso Planning Partners LlcBuy+2,4522,452$384.86KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+1,069+4.6%24,548$3.85MQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+66,761+65.4%168,819$26.50MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+9,118+38.3%32,922$5.17MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-4,428-3.9%109,420$17.17MQ2 2026Aug 17, 2026
Stonehage Fleming Financial Services Holdings LtdSell-3,652-8.6%38,812$6.09MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+2,9032,903$455.68KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+951+7.5%13,654$2.14MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+792+2.2%36,380$5.71MQ2 2026Aug 17, 2026
Larch Capital Partners LlcBuy+182+0.3%58,306$9.15MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+109+0.1%138,615$21.76MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+41+1.1%3,641$572.00KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+847,196+61.2%2,231,651$350.30MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+786,962+3941.5%806,928$126.66MQ2 2026Aug 14, 2026
Parkwood LlcBuy+658,591+363.1%839,961$131.85MQ2 2026Aug 14, 2026
Two Creeks Capital Management, LpBuy+583,355583,355$91.57MQ2 2026Aug 14, 2026
Jasper Ridge Partners, L.P.Sell-354,957-59.1%246,089$38.63MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+344,784344,784$54.13MQ2 2026Aug 14, 2026
Rector, Church-Wardens & Vestrymen Of Trinity Church In The City Of New-YorkSell-257,848-14.0%1,590,032$249.59MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+243,694+27.6%1,127,700$177.02MQ2 2026Aug 14, 2026
Nearwater Capital Markets, LtdSell-209,800-32.7%431,900$67.80MQ2 2026Aug 14, 2026
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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.