Vault-13

ISHARES TR ACWI

MSCI ACWI ETF · ETP · CUSIP 464288257 · ISIN US4642882579

843 institutional holders +39 vs Q1 2026
97,596,08997.6m shares reported held*
$15.2bnreported value*
77 new 300 added 248 reduced 38 sold out net bought ≈ $1.5bn (+10.4m 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 ($16.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $155.83. Options: 10 managers hold calls ($276.1m notional), 8 hold puts ($52.7m).

Trends to Q2 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: 804Q2 26: 843843Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026843

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 236 bought or addedQ3 24: 266 cut or sold outQ4 24: 322 bought or addedQ4 24: 230 cut or sold outQ4 24Q1 25: 229 bought or addedQ1 25: 338 cut or sold outQ2 25: 333 bought or addedQ2 25: 239 cut or sold outQ2 25Q3 25: 294 bought or addedQ3 25: 259 cut or sold outQ4 25: 345 bought or addedQ4 25: 273 cut or sold outQ4 25Q1 26: 306 bought or addedQ1 26: 303 cut or sold outQ2 26: 377 bought or addedQ2 26: 286 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024236266
Q4 2024322230
Q1 2025229338
Q2 2025333239
Q3 2025294259
Q4 2025345273
Q1 2026306303
Q2 2026377286

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ3 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 0.70Q2 26 calls: $276.1mQ2 26 puts: $52.7mQ2 26P/C 0.19
Numbers
QuarterCallsPutsP/C
Q3 2025$295.2m$30.7m0.10
Q4 2025$76.7m$123.3m1.61
Q1 2026$78.5m$54.6m0.70
Q2 2026$276.1m$52.7m0.19

Biggest buyers

BNP PARIBAS FINANCIAL MARKETS Added +3,281,423+3.3m
Harel Insurance Investments & Financial Services Ltd. Added +2,075,955+2.1m
SCHRODER INVESTMENT MANAGEMENT GROUP Added +1,389,639+1.4m
BANK OF AMERICA CORP /DE/ Added +847,196+847.2k
MAI Capital Management Added +786,962+787.0k
Parkwood LLC Added +658,591+658.6k
Two Creeks Capital Management, LP New +583,355+583.4k
NorthStar Asset Management LLC /NJ/ New +567,655+567.7k
CANADA LIFE ASSURANCE Co New +516,463+516.5k
MORGAN STANLEY Added +474,558+474.6k

Biggest sellers

Mass General Brigham, Inc Reduced -893,820-893.8k
EVOKE WEALTH, LLC Sold out -794,905-794.9k
CIBC Bancorp USA Inc. Reduced -682,785-682.8k
Granger Management LLC Reduced -536,000-536.0k
CIBC WORLD MARKET INC. Reduced -523,733-523.7k
Metis Global Partners, LLC Reduced -513,339-513.3k
JPMORGAN CHASE & CO Reduced -470,130-470.1k
Jasper Ridge Partners, L.P. Reduced -354,957-355.0k
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York Reduced -257,848-257.8k
Nearwater Capital Markets, Ltd Reduced -209,800-209.8k

Biggest calls

UBS Group AG Added $157.2m1.0m shares
BANK OF MONTREAL /CAN/ New $51.0m325.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $20.0m127.5k shares
BlackRock, Inc. Reduced $16.5m105.0k shares
JANE STREET GROUP, LLC Added $15.0m95.4k shares
CITADEL ADVISORS LLC Added $8.0m51.1k shares
Walleye Trading LLC New $6.4m40.6k shares
Centiva Capital, LP New $1.6m10.0k shares
OLD MISSION CAPITAL LLC Added $369.2k18.6k shares
Smith & Howard Wealth Management, LLC New $31.0k200 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $20.7m132.0k shares
CITADEL ADVISORS LLC Reduced $11.1m70.5k shares
Centiva Capital, LP Reduced $9.4m59.6k shares
JANE STREET GROUP, LLC Added $8.5m54.0k shares
UBS Group AG New $2.7m17.5k shares
Smith & Howard Wealth Management, LLC New $281.9k2.2k shares
OLD MISSION CAPITAL LLC Reduced $61.5k37.5k shares
HBK Sorce Advisory LLC Unchanged $32.1k200 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.09% of their portfolio NEW YORK, NY 11,192,47311.2m $1.8bn $1.8bn 0.09% Added +474.6k +474,558
2 BNP PARIBAS FINANCIAL MARKETS 0.41% of their portfolio PARIS, I0 4,945,6034.9m $776.3m $776.3m 0.41% Added +3.3m +3,281,423
3 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 2,231,6512.2m $350.3m $350.3m 0.02% Added +847.2k +847,196
4 Harel Insurance Investments & Financial Services Ltd. 1.61% of their portfolio Ramat Gan, L3 2,110,1622.1m $331.6m $331.6m 1.61% Added +2.1m +2,075,955
5 SCHRODER INVESTMENT MANAGEMENT GROUP 0.23% of their portfolio London, X0 2,046,5292.0m $318.9m $318.9m 0.23% Added +1.4m +1,389,639
6 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 1,908,9521.9m $299.6m $299.6m 0.05% Reduced -150.3k -150,274
7 Sageworth Trust Co 10.67% of their portfolio LANCASTER, PA 1,726,0671.7m $270.9m $270.9m 10.67% Reduced -3.9k -3,891
8 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 1,596,2441.6m $250.6m $250.6m 0.03% Added +47.4k +47,424
9 Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York 57.33% of their portfolio New York, NY 1,590,0321.6m $249.6m $249.6m 57.33% Reduced -257.8k -257,848
10 NATIONAL BANK OF CANADA /FI/ 0.22% of their portfolio MONTREAL, A8 1,580,9261.6m $248.2m $248.2m 0.22% Added +304.0k +304,008
11 Phoenix Financial Ltd. 1.62% of their portfolio Givatayim, L3 1,512,2021.5m $237.4m $237.4m 1.62% Added +114.9k +114,949
12 P/E Global LLC 14.01% of their portfolio BOSTON, MA 1,391,0351.4m $218.4m $218.4m 14.01% Reduced -55.6k -55,552
13 PNC Financial Services Group, Inc. 0.11% of their portfolio Pittsburgh, PA 1,387,3651.4m $217.8m $217.8m 0.11% Reduced -1.1k -1,113
14 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,383,5981.4m $215.6m $215.6m 0.01% Reduced -470.1k -470,130
15 PRUDENTIAL PLC 1.42% of their portfolio LONDON, X0 1,365,3571.4m $214.3m $214.3m 1.42% Added +17.4k +17,360
16 ICONIQ Capital, LLC 6.13% of their portfolio SAN FRANCISCO, CA 1,356,7981.4m $213.0m $213.0m 6.13% Added +40.9k +40,938
17 Granger Management LLC 64.29% of their portfolio New York, NY 1,322,1211.3m $207.5m $207.5m 64.29% Reduced -536.0k -536,000
18 Mass General Brigham, Inc 54.76% of their portfolio SOMERVILLE, MA 1,259,6571.3m $197.7m $197.7m 54.76% Reduced -893.8k -893,820
19 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,178,4891.2m $185.0m $185.0m 0.03% Added +29.0k +29,030
20 Sequoia Financial Advisors, LLC 0.90% of their portfolio Akron, OH 1,146,6451.1m $180.0m $180.0m 0.90% Reduced -51.3k -51,251
21 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,127,7001.1m $177.0m $177.0m 0.02% Added +243.7k +243,694
22 Bogart Wealth, LLC 5.65% of their portfolio MCLEAN, VA 1,049,7071.0m $164.8m $164.8m 5.65% Added +17.8k +17,782
23 Allianz Asset Management GmbH 0.15% of their portfolio MUNICH, 2M 1,045,4281.0m $144.7m $144.7m 0.15% Unchanged
24 COMMON FUND FOR NONPROFIT ORGANIZATIONS 14.97% of their portfolio NORWALK, CT 1,038,0121.0m $162.9m $162.9m 14.97% Added +153.5k +153,501
25 DIMENSION CAPITAL MANAGEMENT LLC 18.61% of their portfolio Coral Gables, FL 1,010,5931.0m $158.6m $158.6m 18.61% Added +169.7k +169,654
26 BANK OF MONTREAL /CAN/ 0.05% of their portfolio TORONTO, A6 958,002958.0k $150.4m $150.4m 0.05% Added +112.2k +112,156
27 Clal Insurance Enterprises Holdings Ltd 0.63% of their portfolio Tel-aviv, L3 896,500896.5k $140.7m $140.7m 0.63% Reduced -25.0k -25,000
28 HF Capital, LLC 45.94% of their portfolio KNOXVILLE, TN 868,367868.4k $136.3m $136.3m 45.94% Reduced -34.7k -34,708
29 Parkwood LLC 9.44% of their portfolio CLEVELAND, OH 839,961840.0k $131.8m $131.8m 9.44% Added +658.6k +658,591
30 MAI Capital Management 0.48% of their portfolio INDEPENDENCE, OH 806,928806.9k $126.7m $126.7m 0.48% Added +787.0k +786,962
31 CAPITAL ADVISORS INC/OK 1.84% of their portfolio TULSA, OK 798,281798.3k $125.3m $125.3m 1.84% Added +5.6k +5,625
32 IEQ CAPITAL, LLC 0.58% of their portfolio Foster City, CA 795,286795.3k $124.8m $124.8m 0.58% Added +24.6k +24,603
33 BROWN ADVISORY INC 0.19% of their portfolio BALTIMORE, MD 791,591791.6k $124.2m $124.2m 0.19% Added +99.0k +99,013
34 Pathstone Holdings, LLC 0.34% of their portfolio ENGLEWOOD, NJ 733,357733.4k $115.1m $115.1m 0.34% Added +416.1k +416,146
35 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 709,499709.5k $98.2m $98.2m 0.03% Added +90.2k +90,171
36 Corient Private Wealth LP 0.15% of their portfolio MIAMI, FL 687,632687.6k $107.9m $107.9m 0.15% Reduced -106.0k -105,950
37 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.66% of their portfolio Madrid, U3 672,938672.9k $105.4m $105.4m 0.66% Reduced -6.7k -6,717
38 HSBC HOLDINGS PLC 0.05% of their portfolio LONDON, X0 658,288658.3k $103.3m $103.3m 0.05% Added +26.3k +26,273
39 Copos Capital B.V. 13.90% of their portfolio AMSTERDAM, P7 654,673654.7k $102.8m $102.8m 13.90% First filing
40 Mirae Asset Global Investments Co., Ltd. 0.20% of their portfolio SEOUL, M5 653,715653.7k $102.6m $102.6m 0.20% Added +2.6k +2,605
41 BlackRock, Inc. 0.00% of their portfolio New York, NY 626,460626.5k $98.3m $98.3m 0.00% Reduced -11.1k -11,075
42 Two Creeks Capital Management, LP 65.62% of their portfolio New York, NY 583,355583.4k $91.6m $91.6m 65.62% New
43 NorthStar Asset Management LLC /NJ/ 0.23% of their portfolio BERKELEY HEIGHTS, NJ 567,655567.7k $567.7k $567.7k 0.23% New
44 Verger Capital Management LLC 25.81% of their portfolio Winston-Salem, NC 561,194561.2k $88.1m $88.1m 25.81% Reduced -43.0k -42,969
45 LOWE BROCKENBROUGH & CO INC 3.79% of their portfolio RICHMOND, VA 542,352542.4k $85.1m $85.1m 3.79% Reduced -98.9k -98,875
46 OVERSEA-CHINESE BANKING Corp Ltd 1.98% of their portfolio SINGAPORE, U0 531,034531.0k $83.3m $83.3m 1.98% Reduced -81.8k -81,780
47 Federation des caisses Desjardins du Quebec 0.25% of their portfolio LEVIS, A8 525,899525.9k $82.6m $82.6m 0.25% Added +66.9k +66,893
48 CANADA LIFE ASSURANCE Co 0.13% of their portfolio WINNIPEG, A2 516,463516.5k $81.0m $81.0m 0.13% New
49 Allianz SE 0.85% of their portfolio Munich, 2M 515,415515.4k $80.9m $80.9m 0.85% Added +6.6k +6,631
50 BANK OF NOVA SCOTIA 0.12% of their portfolio TORONTO, A6 508,414508.4k $79.8m $79.8m 0.12% Added +151.5k +151,494
51 NOMURA ASSET MANAGEMENT CO LTD 0.17% of their portfolio TOKYO, M0 505,073505.1k $79.3m $79.3m 0.17% Added +311.5k +311,464
52 BESSEMER GROUP INC 0.11% of their portfolio WOODBRIDGE, NJ 495,698495.7k $77.8m $77.8m 0.11% Reduced -18.8k -18,796
53 Bernicke Wealth Management, Ltd. 8.83% of their portfolio ALTOONA, WI 484,549484.5k $76.1m $76.1m 8.83% Added +7.1k +7,114
54 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 463,373463.4k $72.7m $72.7m 0.01% Reduced -275 -275
55 BROWN BROTHERS HARRIMAN & CO 0.32% of their portfolio NEW YORK, NY 458,174458.2k $71.9m $71.9m 0.32% Added +455.8k +455,825
56 WCM INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio LAGUNA BEACH, CA 438,825438.8k $68.4m $68.4m 0.12% Added +368.4k +368,363
57 ASSETMARK, INC 0.12% of their portfolio CONCORD, CA 432,682432.7k $67.9m $67.9m 0.12% Reduced -1.2k -1,209
58 Nearwater Capital Markets, Ltd 1.17% of their portfolio NEW YORK, NY 431,900431.9k $67.8m $67.8m 1.17% Reduced -209.8k -209,800
59 Capital International Investors 0.01% of their portfolio Los Angeles, CA 427,267427.3k $66.6m $66.6m 0.01% Reduced -147.4k -147,432
60 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 426,988427.0k $67.0m $67.0m 0.06% Reduced -12.5k -12,453
61 Blue Trust, Inc. 0.69% of their portfolio BRENTWOOD, TN 421,761421.8k $66.2m $66.2m 0.69% Reduced -11.7k -11,733
62 Cresset Asset Management, LLC 0.23% of their portfolio Chicago, IL 409,574409.6k $64.3m $64.3m 0.23% Added +88.4k +88,379
63 Three Bridge Wealth Advisors, LLC 16.04% of their portfolio LOS ALTOS, CA 407,963408.0k $64.0m $64.0m 16.04% Reduced -2.8k -2,804
64 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 401,408401.4k $63.0m $63.0m 0.01% Added +163.9k +163,898
65 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 395,481395.5k $62.1m $62.1m 0.01% Added +27.3k +27,321
66 Birnam Oak Advisors, LP 9.88% of their portfolio New York, NY 385,076385.1k $60.4m $60.4m 9.88% Added +108.3k +108,276
67 Naviter Wealth, LLC 5.49% of their portfolio LITTLE ROCK, AR 384,843384.8k $60.4m $60.4m 5.49% Added +205.5k +205,534
68 Gotham Asset Management, LLC 0.13% of their portfolio NEW YORK, NY 348,931348.9k $54.8m $54.8m 0.13% Added +16.8k +16,848
69 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 348,390348.4k $54.7m $54.7m 0.01% Reduced -32.0k -31,967
70 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 344,784344.8k $54.1m $54.1m 0.01% Added +196.8k +196,832
71 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 339,503339.5k $53.3m $53.3m 0.01% Reduced -32.5k -32,518
72 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 335,317335.3k $52.6m $52.6m 0.05% Added +41.9k +41,947
73 Banco Santander, S.A. 0.32% of their portfolio Madrid, U3 331,161331.2k $52.0m $52.0m 0.32% Reduced -9.9k -9,892
74 ACADIAN ASSET MANAGEMENT LLC 0.06% of their portfolio Boston, MA 328,087328.1k $51.5m $51.5m 0.06% New
75 1832 Asset Management L.P. 0.06% of their portfolio TORONTO, A6 296,238296.2k $46.5m $46.5m 0.06% Unchanged
76 BRANDYWINE MANAGERS, LLC 22.80% of their portfolio HOCKESSIN, DE 293,679293.7k $46.1m $46.1m 22.80% Unchanged
77 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 277,961278.0k $43.8m $43.8m 0.07% Added +379 +379
78 Drake & Associates, LLC 7.31% of their portfolio WAUKESHA, WI 276,605276.6k $43.4m $43.4m 7.31% Added +20.3k +20,340
79 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 276,375276.4k $43.4m $43.4m 0.05% Added +14.1k +14,127
80 Horizon Wealth Management, LLC 5.47% of their portfolio LA GRANGE, IL 273,345273.3k $42.9m $42.9m 5.47% New
81 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 271,674271.7k $42.6m $42.6m 0.02% Reduced -108.9k -108,886
82 KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 8.21% of their portfolio SKOPJE, 1U 270,635270.6k $42.5m $42.5m 8.21% First filing
83 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 257,143257.1k $40.4m $40.4m 0.05% Added +10.6k +10,606
84 BEACON INVESTMENT ADVISORY SERVICES, INC. 1.50% of their portfolio MORRISTOWN, NJ 257,110257.1k $40.4m $40.4m 1.50% Added +66.6k +66,553
85 Erste Asset Management GmbH 0.27% of their portfolio VIENNA, C4 253,157253.2k $35.1m $35.1m 0.27% Unchanged
86 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 247,122247.1k $38.8m $38.8m 0.06% Reduced -5.2k -5,159
87 Jasper Ridge Partners, L.P. 0.82% of their portfolio MENLO PARK, CA 246,089246.1k $38.6m $38.6m 0.82% Reduced -355.0k -354,957
88 PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.34% of their portfolio BOSTON, MA 241,678241.7k $37.9m $37.9m 1.34% Added +18.6k +18,646
89 Pathway Financial Advisors LLC 4.39% of their portfolio SOUTH BURLINGTON, VT 241,105241.1k $37.6m $37.6m 4.39% Reduced -1.2k -1,213
90 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 233,539233.5k $36.7m $36.7m 0.02% Reduced -3.1k -3,070
91 Purpose Unlimited Inc. 1.34% of their portfolio TORONTO, A6 222,800222.8k $35.0m $35.0m 1.34% Unchanged
92 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.50% of their portfolio BOSTON, MA 222,227222.2k $34.9m $34.9m 0.50% Reduced -52.5k -52,479
93 Lido Advisors, LLC 0.12% of their portfolio Los Angeles, CA 217,934217.9k $34.2m $34.2m 0.12% Reduced -1.8k -1,812
94 Ayalon Insurance Comp Ltd. 4.19% of their portfolio Ramat Gan, L3 217,648217.6k $34.2m $34.2m 4.19% Reduced -98.9k -98,927
95 CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.14% of their portfolio NEW YORK, NY 211,200211.2k $33.2m $33.2m 0.14% Unchanged
96 Pinnacle Financial Partners, Inc. 0.22% of their portfolio ATLANTA, GA 203,486203.5k $31.9m $31.9m 0.22% Added +198.0k +197,951
97 GFS Advisors, LLC 2.96% of their portfolio HOUSTON, TX 200,180200.2k $56.6m $56.6m 2.96% Added +9.1k +9,060
98 BANK HAPOALIM BM 2.09% of their portfolio TEL AVIV, L3 200,000200.0k $31.4m $31.4m 2.09% Unchanged
99 Circle Wealth Management, LLC 0.39% of their portfolio SUMMIT, NJ 199,733199.7k $31.4m $31.4m 0.39% Added +620 +620
100 Waldron Private Wealth LLC 1.08% of their portfolio BRIDGEVILLE, PA 199,242199.2k $31.3m $31.3m 1.08% Reduced -200 -200