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 quarterNameTypeQuantityRemainingReported stock balance
Q1 2024Sequoia Financial AdvisorsBuy41,4041,183,019$130,285,932
Q1 2024Causeway Capital ManagementSell-4,7677,580$834,834
Q4 2023Sequoia Financial AdvisorsBuy98,8041,141,615$116,182,187
Q4 2023Polen Capital ManagementBuy47,303101,590$81,021,086
Q4 2023Causeway Capital ManagementBuy1,61512,347$1,256,546
Q3 2023Polen Capital ManagementBuy29,53154,287$5,014,488
Q3 2023Renaissance Technologies LLCSell-24,9005,700$527
Q3 2023Sequoia Financial AdvisorsBuy20,7211,042,811$96,324,452
Q3 2023Causeway Capital ManagementBuy67510,732$991,361
Q2 2023Sequoia Financial AdvisorsBuy210,9441,022,090$98,059,353
Q2 2023Polen Capital ManagementSell-85,65624,756$2,375,053
Q1 2023Polen Capital ManagementSell-332,267110,412$10,065,246
Q1 2023Sequoia Financial AdvisorsBuy12,732811,146$73,944,093
Q1 2023Causeway Capital ManagementBuy50810,057$916,842
Q4 2022Sequoia Financial AdvisorsBuy159,315798,414$67,769,422
Q4 2022Polen Capital ManagementBuy111,539442,679$37,574,607
Q3 2022Polen Capital ManagementBuy152,199331,140$25,773
Q3 2022Sequoia Financial AdvisorsSell-19,056639,099$49,744
Q3 2022Causeway Capital ManagementSell-3,8429,549$743
Q2 2022Polen Capital ManagementBuy139,986178,941$15,011
Q2 2022Sequoia Financial AdvisorsSell-19,717658,155$55,218
Q2 2022Causeway Capital ManagementBuy13,39113,391$1,123
Q1 2022Sequoia Financial AdvisorsBuy85,868677,872$67,638
Q1 2022Polen Capital ManagementSell-42,97238,955$3,887
Q4 2021Sequoia Financial AdvisorsBuy458,381592,004$62,622
Q4 2021Polen Capital ManagementBuy78,12081,927$8,666
Q4 2021Renaissance Technologies LLCSell-15,10030,600$3,237
Q3 2021Sequoia Financial AdvisorsSell-370,292133,623$13,352
Q3 2021Renaissance Technologies LLCBuy9,60045,700$4,566
Q3 2021Polen Capital ManagementBuy4773,807$380

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.

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