ACWX Institutional Ownership & Shareholders
ISHARES MSCI ACWI EX US ETF (ACWX) is currently held by 805 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.37B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of ACWX tracked by InsiderSet, reporting ownership valued at approximately $525.90M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $507.25M, representing an estimated loss of -3.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 35% of the total disclosed ACWX value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Ferguson Wellman Capital Management, Inc, and several other long-term asset managers with concentrated positions in ISHARES MSCI ACWI EX US ETF (ACWX).
This page ranks the largest institutional ACWX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
805
Total Reported Value
$8.37B
Largest Holder
Bank Of America Corp
Largest Position
$525.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.03% | 6,909,754 | $525,901,400 | $507,245,041 | -$18,656,359 | -3.55% | |
| Morgan Stanley | 0.03% | 6,762,295 | $514,678,359 | $496,420,076 | -$18,258,283 | -3.55% | |
| Ferguson Wellman Capital Management, Inc | 4.86% | 5,384,860 | $407,203,127 | $395,302,573 | -$11,900,554 | -2.92% | |
| Blackrock, Inc. | 0.01% | 4,661,274 | $354,769,576 | $342,184,124 | -$12,585,452 | -3.55% | |
| Ubs Group Ag | 0.04% | 3,525,825 | $268,350,540 | $258,830,813 | -$9,519,727 | -3.55% | |
| Envestnet Asset Management Inc | 0.05% | 2,621,489 | $199,521,491 | $192,443,507 | -$7,077,984 | -3.55% | |
| Jpmorgan Chase & Co | 0.01% | 2,602,699 | $196,477,892 | $191,064,134 | -$5,413,758 | -2.76% | |
| Koss-Olinger Consulting, Llc | 12.94% | 2,207,262 | $167,994,713 | $162,035,103 | -$5,959,610 | -3.55% | |
| Ameriprise Financial Inc | 0.03% | 2,055,783 | $156,432,797 | $150,915,030 | -$5,517,767 | -3.53% | |
| Focus Partners Wealth | 0.15% | 1,895,268 | $144,248,869 | $139,131,624 | -$5,117,245 | -3.55% | |
| German American Bancorp, Inc. | 10.16% | 1,776,727 | $135,226,691 | $130,429,529 | -$4,797,162 | -3.55% | |
| Cerity Partners Llc | 0.15% | 1,658,498 | $126,228,276 | $121,750,338 | -$4,477,938 | -3.55% | |
| Lpl Financial Llc | 0.03% | 1,593,393 | $121,273,162 | $116,970,980 | -$4,302,182 | -3.55% | |
| Jane Street Group, Llc | 0.07% | 1,474,488 | $112,223,282 | $108,242,164 | -$3,981,118 | -3.55% | |
| Winthrop Advisory Group Llc | 6.71% | 1,431,505 | $108,250,368 | $105,086,782 | -$3,163,586 | -2.92% | |
| Sageworth Trust Co | 3.88% | 1,361,272 | $102,939,389 | $99,930,978 | -$3,008,411 | -2.92% | |
| Sand Hill Global Advisors, Llc | 2.96% | 1,291,719 | $98,312,729 | $94,825,092 | -$3,487,637 | -3.55% | |
| Wealthspire Advisors, Llc | 0.49% | 1,180,155 | $89,821,622 | $86,635,179 | -$3,186,443 | -3.55% | |
| Jb Capital Llc | 2.95% | 1,143,317 | $86,457,662 | $83,930,901 | -$2,526,761 | -2.92% | |
| Glenmede Trust Co Na | 0.37% | 1,089,303 | $82,906,850 | $79,965,733 | -$2,941,117 | -3.55% | |
| Wells Fargo & Company/Mn | 0.01% | 1,058,551 | $80,566,323 | $77,708,229 | -$2,858,094 | -3.55% | |
| Tompkins Financial Corp | 5.52% | 1,036,823 | $78,404,555 | $76,113,176 | -$2,291,379 | -2.92% | |
| Calamos Wealth Management Llc | 2.24% | 1,032,207 | $78,055,483 | $75,774,316 | -$2,281,167 | -2.92% | |
| Regions Financial Corp | 0.46% | 1,002,144 | $76,273,180 | $73,567,391 | -$2,705,789 | -3.55% | |
| Gm Advisory Group, Llc | 2.88% | 1,092,037 | $74,771,765 | $80,166,436 | +$5,394,671 | +7.21% | |
| Tlwm | 11.33% | 940,060 | $71,086,848 | $69,009,805 | -$2,077,043 | -2.92% | |
| Captrust Financial Advisors | 0.11% | 915,931 | $69,711,497 | $67,238,495 | -$2,473,002 | -3.55% | |
| Physician Wealth Advisors, Inc. | 7.83% | 899,823 | $68,044,597 | $66,056,006 | -$1,988,591 | -2.92% | |
| Wesbanco Bank Inc | 1.57% | 829,770 | $63,153,799 | $60,913,416 | -$2,240,383 | -3.55% | |
| Waverly Advisors, Llc | 0.32% | 734,273 | $55,885,498 | $53,902,981 | -$1,982,517 | -3.55% | |
| Federation Des Caisses Desjardins Du Quebec | 0.17% | 711,356 | $54,141,305 | $52,220,644 | -$1,920,661 | -3.55% | |
| Goldman Sachs Group Inc | 0.01% | 685,833 | $52,198,750 | $50,347,001 | -$1,851,749 | -3.55% | |
| Amg National Trust Bank | 1.07% | 680,618 | $51,801,887 | $49,964,167 | -$1,837,720 | -3.55% | |
| Johnson Financial Group, Inc. | 1.69% | 675,748 | $51,431,143 | $49,606,661 | -$1,824,482 | -3.55% | |
| Cetera Investment Advisers | 0.05% | 661,607 | $50,354,947 | $48,568,570 | -$1,786,377 | -3.55% | |
| Us Bancorp \De\ | 0.05% | 613,805 | $46,716,699 | $45,059,425 | -$1,657,274 | -3.55% | |
| Truist Financial Corp | 0.06% | 616,273 | $46,602,590 | $45,240,601 | -$1,361,989 | -2.92% | |
| Horst & Graben Wealth Management Llc | 5.72% | 580,627 | $43,907,051 | $42,623,828 | -$1,283,223 | -2.92% | |
| Whi Trust Co Llc | 27.14% | 551,632 | $41,984,712 | $40,495,305 | -$1,489,407 | -3.55% | |
| Raymond James Financial Inc | 0.01% | 527,232 | $40,127,634 | $38,704,101 | -$1,423,533 | -3.55% | |
| Atria Investments, Inc | 0.39% | 529,447 | $40,036,769 | $38,866,704 | -$1,170,065 | -2.92% | |
| Abundance Wealth Counselors | 5.63% | 525,302 | $39,723,300 | $38,562,420 | -$1,160,880 | -2.92% | |
| Royal Bank Of Canada | 0.01% | 520,297 | $39,601,000 | $38,195,003 | -$1,405,997 | -3.55% | |
| Kestra Advisory Services, Llc | 0.11% | 493,425 | $37,312,786 | $36,222,329 | -$1,090,457 | -2.92% | |
| O'Shaughnessy Asset Management, Llc | 0.17% | 487,433 | $37,098,526 | $35,782,457 | -$1,316,069 | -3.55% | |
| Itau Unibanco Holding S.A. | 0.73% | 486,100 | $36,997,071 | $35,684,601 | -$1,312,470 | -3.55% | |
| Osaic Holdings, Inc. | 0.04% | 474,488 | $36,113,250 | $34,832,164 | -$1,281,086 | -3.55% | |
| Blair William & Co/Il | 0.09% | 471,227 | $35,865,059 | $34,592,774 | -$1,272,285 | -3.55% | |
| Integrated Advisors Network Llc | 1.62% | 467,394 | $35,344,352 | $34,311,394 | -$1,032,958 | -2.92% | |
| Mml Investors Services, Llc | 0.07% | 461,045 | $35,090,098 | $33,845,313 | -$1,244,785 | -3.55% |
Frequently asked questions about ACWX
Who are the largest institutional holders of ACWX?
The largest institutional holders of ACWX reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Ferguson Wellman Capital Management, Inc, Blackrock, Inc., and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported ACWX position.
What is ACWX institutional ownership?
This page tracks ACWX positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI ACWI EX US ETF (ACWX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ACWX?
InsiderSet currently tracks 805 institutional managers reporting ACWX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ACWX shareholders.
How much ACWX stock do institutions own?
Institutional investment managers disclosed approximately $8.37B in ACWX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ACWX institutional ownership last updated?
The latest ACWX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ACWX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ACWX position after the reporting date.
Are institutions buying or selling ACWX?
Institutional buying and selling can be analyzed by comparing ACWX positions across consecutive 13F reporting periods. InsiderSet's ACWX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ACWX ownership changes.
How has ACWX institutional ownership changed over time?
InsiderSet tracks ACWX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.