Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ACWI)

781 + Investors. Track Smart Money conviction in ACWI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +55
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — ACWI

Based on 771 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ACWI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
771 hedge funds hold ACWI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

377 buying273 selling
Last quarter: 377 funds bought or added vs 273 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new ACWI position: 49 → 72 → 85 → 109. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
496 out of 771 hedge funds have held ACWI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

83 → 49 → 72 → 85 → 109 new funds/Q
New funds entering each quarter: 49 → 72 → 85 → 109. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 13% 1-2yr ■ 22% new
Of 781 current holders: 513 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
31 of 771 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ACWI

How many hedge funds hold ACWI — quarterly history vs. share price
Quarterly hedge fund ownership of ACWI vs. share price

Market Analysis: ACWI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACWI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 20 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: ACWI
2026 Q1 Stats Unlock in 16 days 781 + Investors

Track Smart Money conviction in ACWI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 781 724 7.87%
13F Shares 79M 68M 17.18%
Total Value $11.10B $9.30B 19.39%
New Positions 109 85 +24
Increased Positions 274 221 +53
Closed Positions 54 46 +8
Reduced Positions 231 229 +2
Total Calls 8 6 33.33%
Total Puts 6 4 50.0%
PUT/CALL Ratio 0.75 0.67 Neutral

Statistics: ACWI

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

781 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ACWI. Verified SEC 13F-HR filings.

Top 25 institutional holders of ACWI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 59.28% 1,847,880 $255.7M
2 P/E Global LLC 15.78% 1,446,587 $200.2M
3 Topor & Co. Korea 15.44% 131,937 $18.3M
4 Portus Wealth Advisors, LLC 15.31% 117,513 $16.3M
5 Arlington Capital Management, Inc. 13.35% 171,025 $23.7M
6 Sageworth Trust Co 10.29% 1,729,958 $239.4M
7 Ayalon Insurance Comp Ltd. 8.95% 316,575 $44K
8 Bogart Wealth, LLC 5.50% 1,031,925 $142.8M
9 Brown University 4.81% 35,400 $4.9M
10 COOPER INVESTORS PTY LTD 4.71% 83,458 $11.5M
11 Bricktown Capital, LLC 4.38% 160,668 $22.2M
12 BANK HAPOALIM BM 4.25% 200,000 $28K
13 Pathway Financial Advisors LLC 4.18% 242,318 $33.8M
14 Sageworth Trust Co of South Dakota 3.40% 31,062 $4.3M
15 Plan Group Financial, LLC 3.16% 97,449 $13.5M
16 Naviter Wealth, LLC 3.10% 179,309 $24.8M
17 Altrafin AG 2.74% 57,500 $8.0M
18 Able Wealth Management LLC 2.41% 65,095 $9.0M
19 OVERSEA-CHINESE BANKING Corp Ltd 2.29% 612,814 $84.9M
20 IFC Advisors LLC 2.06% 104,276 $14.4M
21 CATALYST PRIVATE WEALTH, LLC 1.88% 25,043 $3.5M
22 UNIQUE WEALTH, LLC 1.87% 97,995 $13.6M
23 Financial Council, LLC 1.85% 34,747 $4.8M
24 CAPITAL ADVISORS INC/OK 1.76% 792,656 $109.7M
25 Atwater Malick LLC 1.50% 40,228 $5.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (ACWI)

What does the Smart Money Trend signal show for ACWI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ACWI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ACWI?

Slight buying edge — 58% buying: Last quarter: 377 funds bought or added vs 273 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ACWI holders?

Strong quality — 31% AUM from major funds: 31 of 771 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ACWI?

64% of holders stayed for 2+ years: 496 out of 771 hedge funds have held ACWI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.