Vault-13

ISHARES TR ACWI

MSCI ACWI ETF · ETP · CUSIP 464288257 · ISIN US4642882579

804 institutional holders -8 vs Q4 2025
86,966,91087.0m shares reported held*
$12.0bnreported value*
50 new 256 added 248 reduced 55 sold out net bought ≈ $432.5m (+3.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $138.19. Options: 6 managers hold calls ($78.5m notional), 6 hold puts ($54.6m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 550Q4 22: 605Q1 23: 596Q2 23: 602Q3 23: 605Q4 23: 685Q1 24: 660Q2 24: 685Q3 24: 674Q4 24: 721Q1 25: 683Q2 25: 715Q3 25: 759Q4 25: 812Q1 26: 804804Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022550
Q4 2022605
Q1 2023596
Q2 2023602
Q3 2023605
Q4 2023685
Q1 2024660
Q2 2024685
Q3 2024674
Q4 2024721
Q1 2025683
Q2 2025715
Q3 2025759
Q4 2025812
Q1 2026804

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 282 bought or addedQ2 24: 257 cut or sold outQ3 24: 236 bought or addedQ3 24: 266 cut or sold outQ3 24Q4 24: 322 bought or addedQ4 24: 230 cut or sold outQ1 25: 229 bought or addedQ1 25: 338 cut or sold outQ1 25Q2 25: 333 bought or addedQ2 25: 239 cut or sold outQ3 25: 294 bought or addedQ3 25: 259 cut or sold outQ3 25Q4 25: 345 bought or addedQ4 25: 273 cut or sold outQ1 26: 306 bought or addedQ1 26: 303 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024282257
Q3 2024236266
Q4 2024322230
Q1 2025229338
Q2 2025333239
Q3 2025294259
Q4 2025345273
Q1 2026306303

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300m$400mQ2 25 calls: $325.5mQ2 25 puts: $168.3mQ2 25P/C 0.52Q3 25 calls: $295.2mQ3 25 puts: $30.7mQ3 25P/C 0.10Q4 25 calls: $76.7mQ4 25 puts: $123.3mQ4 25P/C 1.61Q1 26 calls: $78.5mQ1 26 puts: $54.6mQ1 26P/C 0.70
Numbers
QuarterCallsPutsP/C
Q2 2025$325.5m$168.3m0.52
Q3 2025$295.2m$30.7m0.10
Q4 2025$76.7m$123.3m1.61
Q1 2026$78.5m$54.6m0.70

Biggest buyers

MORGAN STANLEY Added +2,280,485+2.3m
NATIONAL BANK OF CANADA /FI/ Added +1,261,782+1.3m
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York Added +1,113,549+1.1m
Clal Insurance Enterprises Holdings Ltd Added +721,500+721.5k
Nearwater Capital Markets, Ltd New +641,700+641.7k
CIBC WORLD MARKET INC. Added +527,166+527.2k
JPMORGAN CHASE & CO Added +501,033+501.0k
Metis Global Partners, LLC Added +497,375+497.4k
SCHRODER INVESTMENT MANAGEMENT GROUP Added +464,222+464.2k
Jasper Ridge Partners, L.P. Added +412,817+412.8k

Biggest sellers

Mass General Brigham, Inc Reduced -2,460,478-2.5m
BNP PARIBAS FINANCIAL MARKETS Reduced -955,930-955.9k
Corient Private Wealth LP Reduced -854,175-854.2k
HSBC HOLDINGS PLC Reduced -848,929-848.9k
GOLDMAN SACHS GROUP INC Reduced -476,014-476.0k
CANADA LIFE ASSURANCE Co Sold out -467,617-467.6k
P/E Global LLC Reduced -319,032-319.0k
POLEN CAPITAL MANAGEMENT LLC Reduced -303,718-303.7k
BlackRock, Inc. Reduced -287,182-287.2k
US BANCORP \DE\ Reduced -278,229-278.2k

Biggest calls

BlackRock, Inc. Unchanged $65.2m471.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $6.5m46.9k shares
UBS Group AG New $4.2m30.0k shares
JANE STREET GROUP, LLC Reduced $1.4m10.2k shares
CITADEL ADVISORS LLC Added $1.1m8.2k shares
OLD MISSION CAPITAL LLC Added $125.2k18.2k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $21.2m153.4k shares
CITADEL ADVISORS LLC Added $20.0m144.7k shares
Centiva Capital, LP Reduced $9.8m71.0k shares
JANE STREET GROUP, LLC Reduced $3.4m24.7k shares
OLD MISSION CAPITAL LLC Reduced $79.3k39.8k shares
HBK Sorce Advisory LLC New $31.1k200 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.09% of their portfolio NEW YORK, NY 10,717,91510.7m $1.5bn $1.5bn 0.09% Added +2.3m +2,280,485
2 Mass General Brigham, Inc 62.42% of their portfolio SOMERVILLE, MA 2,153,4772.2m $292.7m $292.7m 62.42% Reduced -2.5m -2,460,478
3 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 2,059,2262.1m $284.9m $284.9m 0.06% Added +280.1k +280,141
4 Granger Management LLC 71.77% of their portfolio New York, NY 1,858,1211.9m $257.1m $257.1m 71.77% Unchanged
5 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,853,7281.9m $248.8m $248.8m 0.02% Added +501.0k +501,033
6 Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York 59.28% of their portfolio New York, NY 1,847,8801.8m $255.7m $255.7m 59.28% Added +1.1m +1,113,549
7 Sageworth Trust Co 10.29% of their portfolio LANCASTER, PA 1,729,9581.7m $239.4m $239.4m 10.29% Added +68 +68
8 BNP PARIBAS FINANCIAL MARKETS 0.15% of their portfolio PARIS, I0 1,664,1801.7m $230.3m $230.3m 0.15% Reduced -955.9k -955,930
9 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 1,548,8201.5m $214.3m $214.3m 0.03% Added +56.2k +56,239
10 P/E Global LLC 15.78% of their portfolio BOSTON, MA 1,446,5871.4m $200.2m $200.2m 15.78% Reduced -319.0k -319,032
11 Phoenix Financial Ltd. 1.83% of their portfolio Givatayim, L3 1,397,2531.4m $193.3m $193.3m 1.83% Reduced -4.1k -4,085
12 PNC Financial Services Group, Inc. 0.11% of their portfolio Pittsburgh, PA 1,388,4781.4m $192.1m $192.1m 0.11% Added +1.5k +1,488
13 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,384,4551.4m $191.6m $191.6m 0.01% Added +122.7k +122,720
14 PRUDENTIAL PLC 1.42% of their portfolio LONDON, X0 1,347,9971.3m $186.5m $186.5m 1.42% Added +247.5k +247,493
15 ICONIQ Capital, LLC 4.08% of their portfolio SAN FRANCISCO, CA 1,315,8601.3m $182.1m $182.1m 4.08% Unchanged
16 NATIONAL BANK OF CANADA /FI/ 0.18% of their portfolio MONTREAL, A8 1,276,9181.3m $176.7m $176.7m 0.18% Added +1.3m +1,261,782
17 Sequoia Financial Advisors, LLC 0.93% of their portfolio Akron, OH 1,197,8961.2m $165.8m $165.8m 0.93% Reduced -48.5k -48,518
18 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,149,4591.1m $159.1m $159.1m 0.03% Reduced -66.6k -66,587
19 Allianz Asset Management GmbH 0.17% of their portfolio MUNICH, 2M 1,045,4281.0m $144.7m $144.7m 0.17% Reduced -52.4k -52,440
20 Bogart Wealth, LLC 5.51% of their portfolio MCLEAN, VA 1,031,9251.0m $142.8m $142.8m 5.51% Added +121.8k +121,832
21 Clal Insurance Enterprises Holdings Ltd 0.77% of their portfolio Tel-aviv, L3 921,500921.5k $127.5m $127.5m 0.77% Added +721.5k +721,500
22 HF Capital, LLC 52.24% of their portfolio KNOXVILLE, TN 903,075903.1k $125.0m $125.0m 52.24% Added +373.6k +373,650
23 COMMON FUND FOR NONPROFIT ORGANIZATIONS 11.83% of their portfolio NORWALK, CT 884,511884.5k $122.4m $122.4m 11.83% Reduced -114.2k -114,236
24 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 884,006884.0k $122.3m $122.3m 0.02% Reduced -476.0k -476,014
25 BANK OF MONTREAL /CAN/ 0.05% of their portfolio TORONTO, A6 845,846845.8k $117.0m $117.0m 0.05% Added +154 +154
26 DIMENSION CAPITAL MANAGEMENT LLC 16.35% of their portfolio Coral Gables, FL 840,939840.9k $116.4m $116.4m 16.35% Reduced -12.0k -11,976
27 EVOKE WEALTH, LLC 2.03% of their portfolio Los Angeles, CA 794,905794.9k $110.0m $110.0m 2.03% Reduced -16.0k -16,014
28 Corient Private Wealth LP 0.15% of their portfolio MIAMI, FL 793,582793.6k $105.9m $105.9m 0.15% Reduced -854.2k -854,175
29 CAPITAL ADVISORS INC/OK 1.76% of their portfolio TULSA, OK 792,656792.7k $109.7m $109.7m 1.76% Added +23.0k +22,955
30 IEQ CAPITAL, LLC 0.50% of their portfolio Foster City, CA 770,683770.7k $106.6m $106.6m 0.50% Added +81.6k +81,577
31 CIBC Bancorp USA Inc. 0.13% of their portfolio CHICAGO, IL 695,552695.6k $96.2m $96.2m 0.13% First filing
32 BROWN ADVISORY INC 0.16% of their portfolio BALTIMORE, MD 692,578692.6k $95.8m $95.8m 0.16% Reduced -12.7k -12,665
33 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.65% of their portfolio Madrid, U3 679,655679.7k $93.2m $93.2m 0.65% Added +8.1k +8,083
34 SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio London, X0 656,890656.9k $90.9m $90.9m 0.07% Added +464.2k +464,222
35 Mirae Asset Global Investments Co., Ltd. 0.26% of their portfolio SEOUL, M5 651,110651.1k $90.1m $90.1m 0.26% Added +167.9k +167,930
36 Nearwater Capital Markets, Ltd 2.09% of their portfolio NEW YORK, NY 641,700641.7k $88.8m $88.8m 2.09% New
37 LOWE BROCKENBROUGH & CO INC 4.42% of their portfolio RICHMOND, VA 641,227641.2k $88.7m $88.7m 4.42% Reduced -7.8k -7,775
38 BlackRock, Inc. 0.00% of their portfolio New York, NY 637,535637.5k $88.2m $88.2m 0.00% Reduced -287.2k -287,182
39 HSBC HOLDINGS PLC 0.05% of their portfolio LONDON, X0 632,015632.0k $87.5m $87.5m 0.05% Reduced -848.9k -848,929
40 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 619,328619.3k $87.6m $87.6m 0.03% Added +103.0k +102,981
41 OVERSEA-CHINESE BANKING Corp Ltd 2.49% of their portfolio SINGAPORE, U0 612,814612.8k $84.9m $84.9m 2.49% Added +121.8k +121,760
42 Verger Capital Management LLC 24.65% of their portfolio Winston-Salem, NC 604,163604.2k $83.6m $83.6m 24.65% Reduced -11.9k -11,880
43 Jasper Ridge Partners, L.P. 1.85% of their portfolio MENLO PARK, CA 601,046601.0k $83.2m $83.2m 1.85% Added +412.8k +412,817
44 Capital International Investors 0.02% of their portfolio Los Angeles, CA 574,699574.7k $77.1m $77.1m 0.02% Reduced -187.8k -187,802
45 CIBC WORLD MARKET INC. 0.13% of their portfolio TORONTO, A6 540,262540.3k $74.8m $74.8m 0.13% Added +527.2k +527,166
46 Metis Global Partners, LLC 1.76% of their portfolio San Diego, CA 517,834517.8k $71.7m $71.7m 1.76% Added +497.4k +497,375
47 BESSEMER GROUP INC 0.11% of their portfolio WOODBRIDGE, NJ 514,494514.5k $71.2m $71.2m 0.11% Reduced -203.4k -203,429
48 Allianz SE 0.78% of their portfolio Munich, 2M 508,784508.8k $70.4m $70.4m 0.78% Reduced -10.4k -10,391
49 Bernicke Wealth Management, Ltd. 8.53% of their portfolio ALTOONA, WI 477,435477.4k $66.1m $66.1m 8.53% Added +6.7k +6,720
50 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 463,648463.6k $64.2m $64.2m 0.01% Reduced -222.0k -221,972
51 Federation des caisses Desjardins du Quebec 0.23% of their portfolio LEVIS, A8 459,006459.0k $63.5m $63.5m 0.23% Added +132.7k +132,676
52 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 439,441439.4k $60.8m $60.8m 0.06% Added +6.5k +6,477
53 ASSETMARK, INC 0.12% of their portfolio CONCORD, CA 433,891433.9k $60.0m $60.0m 0.12% Added +1.4k +1,430
54 Blue Trust, Inc. 0.69% of their portfolio BRENTWOOD, TN 433,494433.5k $60.0m $60.0m 0.69% Added +11.1k +11,099
55 Three Bridge Wealth Advisors, LLC 15.61% of their portfolio LOS ALTOS, CA 410,767410.8k $56.8m $56.8m 15.61% Reduced -3.5k -3,487
56 Mill Creek Capital Advisors, LLC 1.17% of their portfolio Conshohocken, PA 410,591410.6k $56.8m $56.8m 1.17% Reduced -7.3k -7,293
57 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 380,560380.6k $52.7m $52.7m 0.03% Reduced -181.2k -181,162
58 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 380,357380.4k $52.6m $52.6m 0.02% Reduced -48.1k -48,141
59 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 372,021372.0k $51.5m $51.5m 0.01% Reduced -34.1k -34,064
60 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 368,160368.2k $50.9m $50.9m 0.01% Added +4.0k +4,025
61 BANK OF NOVA SCOTIA 0.09% of their portfolio TORONTO, A6 356,920356.9k $49.4m $49.4m 0.09% Added +240.6k +240,570
62 Banco Santander, S.A. 0.38% of their portfolio Madrid, U3 341,053341.1k $47.2m $47.2m 0.38% Added +19.9k +19,904
63 Gotham Asset Management, LLC 0.14% of their portfolio NEW YORK, NY 332,083332.1k $46.0m $46.0m 0.14% Added +136.7k +136,681
64 Cresset Asset Management, LLC 0.19% of their portfolio Chicago, IL 321,195321.2k $44.4m $44.4m 0.19% Added +164.5k +164,543
65 Pathstone Holdings, LLC 0.17% of their portfolio ENGLEWOOD, NJ 317,211317.2k $43.9m $43.9m 0.17% Reduced -198 -198
66 Ayalon Insurance Comp Ltd. 8.95% of their portfolio Ramat Gan, L3 316,575316.6k $43.8m $43.8m 8.95% Added +20.3k +20,278
67 POLEN CAPITAL MANAGEMENT LLC 0.29% of their portfolio Boca Raton, FL 306,415306.4k $42.4m $42.4m 0.29% Reduced -303.7k -303,718
68 1832 Asset Management L.P. 0.05% of their portfolio TORONTO, A6 296,238296.2k $41.0m $41.0m 0.05% Added +7.4k +7,435
69 BRANDYWINE MANAGERS, LLC 23.92% of their portfolio HOCKESSIN, DE 293,679293.7k $40.6m $40.6m 23.92% Unchanged
70 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 293,370293.4k $40.6m $40.6m 0.05% Added +4.0k +4,025
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% of their portfolio PLYMOUTH, MN 277,582277.6k $38.7m $38.7m 0.09% Reduced -28.0k -28,021
72 Birnam Oak Advisors, LP 10.55% of their portfolio New York, NY 276,800276.8k $38.3m $38.3m 10.55% Unchanged
73 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.61% of their portfolio BOSTON, MA 274,706274.7k $38.0m $38.0m 0.61% Added +7.2k +7,163
74 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 262,248262.2k $36.3m $36.3m 0.05% Reduced -3.4k -3,415
75 Drake & Associates, LLC 6.76% of their portfolio WAUKESHA, WI 256,265256.3k $35.5m $35.5m 6.76% Added +32.9k +32,880
76 Erste Asset Management GmbH 0.32% of their portfolio VIENNA, C4 253,157253.2k $35.0m $35.0m 0.32% Added +1.4k +1,355
77 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 252,281252.3k $34.9m $34.9m 0.06% Added +57.6k +57,604
78 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 246,537246.5k $34.1m $34.1m 0.05% Reduced -16.4k -16,436
79 Pathway Financial Advisors LLC 4.18% of their portfolio SOUTH BURLINGTON, VT 242,318242.3k $33.8m $33.8m 4.18% Reduced -3.1k -3,088
80 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 237,510237.5k $32.9m $32.9m 0.01% Added +105.7k +105,722
81 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 236,609236.6k $32.7m $32.7m 0.02% Added +4.1k +4,065
82 PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.16% of their portfolio BOSTON, MA 223,032223.0k $30.9m $30.9m 1.16% Reduced -65.2k -65,181
83 Purpose Unlimited Inc. 1.28% of their portfolio TORONTO, A6 222,800222.8k $30.8m $30.8m 1.28% Unchanged
84 Qube Research & Technologies Ltd 0.04% of their portfolio LONDON, X0 221,702221.7k $30.7m $30.7m 0.04% Added +218.8k +218,751
85 Lido Advisors, LLC 0.12% of their portfolio Los Angeles, CA 219,746219.7k $30.4m $30.4m 0.12% Reduced -116.9k -116,899
86 SENTINEL TRUST CO LBA 3.00% of their portfolio HOUSTON, TX 217,968218.0k $30.2m $30.2m 3.00% Added +10.3k +10,270
87 CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.19% of their portfolio NEW YORK, NY 211,200211.2k $29.2m $29.2m 0.19% First filing
88 BANK HAPOALIM BM 4.25% of their portfolio TEL AVIV, L3 200,000200.0k $27.7m $27.7m 4.25% Reduced -1.8k -1,782
89 Waldron Private Wealth LLC 1.08% of their portfolio BRIDGEVILLE, PA 199,442199.4k $27.6m $27.6m 1.08% Added +353 +353
90 OXFORD FINANCIAL GROUP, LTD. LLC 1.48% of their portfolio INDIANAPOLIS, IN 199,172199.2k $27.6m $27.6m 1.48% Reduced -718 -718
91 Circle Wealth Management, LLC 0.39% of their portfolio SUMMIT, NJ 199,113199.1k $27.6m $27.6m 0.39% Unchanged
92 NOMURA ASSET MANAGEMENT CO LTD 0.07% of their portfolio TOKYO, M0 193,609193.6k $26.8m $26.8m 0.07% Added +109.9k +109,878
93 GFS Advisors, LLC 1.69% of their portfolio HOUSTON, TX 191,120191.1k $26.4m $26.4m 1.69% Reduced -3.0k -2,975
94 BEACON INVESTMENT ADVISORY SERVICES, INC. 1.10% of their portfolio MORRISTOWN, NJ 190,557190.6k $26.4m $26.4m 1.10% Added +70.7k +70,700
95 Clearstead Advisors, LLC 0.24% of their portfolio CLEVELAND, OH 187,029187.0k $25.9m $25.9m 0.24% Added +124.8k +124,773
96 JENNISON ASSOCIATES LLC 0.02% of their portfolio NEW YORK, NY 183,285183.3k $25.4m $25.4m 0.02% Added +2.0k +2,020
97 Parkwood LLC 2.23% of their portfolio CLEVELAND, OH 181,370181.4k $25.1m $25.1m 2.23% New
98 Johns Hopkins University 1.82% of their portfolio BALTIMORE, MD 181,055181.1k $25.1m $25.1m 1.82% Unchanged
99 Naviter Wealth, LLC 3.10% of their portfolio LITTLE ROCK, AR 179,309179.3k $24.8m $24.8m 3.10% Reduced -11.4k -11,410
100 Avestar Capital, LLC 1.67% of their portfolio New York, NY 176,643176.6k $24.4m $24.4m 1.67% Added +54.7k +54,666