Ishares Tr (ACWX) Hedge Fund Ownership (Q2 2026)

Ishares Tr (ACWX)

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

Smart Money Signals — ACWX

Based on 745 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added ACWX 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

745 hedge funds hold ACWX 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.

🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q

+218 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 66% buying

440 buying224 selling

Last quarter: 440 funds were net buyers (99 opened a brand new position + 341 added to an existing one). Only 224 were sellers (174 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-51 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 53 → 93 → 150 → 99. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 19% medium ■ 30% new

382 out of 745 hedge funds have held ACWX 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

67 → 53 → 93 → 150 → 99 new funds/Q

New funds entering each quarter: 53 → 93 → 150 → 99. 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.

🏛️

Veteran-anchored — 55% veterans vs 33% newcomers

■ 55% veterans ■ 11% 1-2yr ■ 33% new

Entry-cohort mix of 748 holders: 413 (55%) are 2+ year veterans, 85 entered 1–2 years ago, and 250 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

33 of 744 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	740	696	6.32%
13F Shares	104M	96M	7.59%
Total Value	$7.71B	$6.46B	19.34%
New Positions	96	150	-54
Increased Positions	340	246	+94
Closed Positions	51	57	-6
Reduced Positions	174	145	+29
Total Calls	2	2	-
Total Puts	2	2	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

740

696

6.32%

13F Shares

104M

96M

7.59%

Total Value

$7.71B

$6.46B

19.34%

New Positions

150

-54

Increased Positions

340

246

+94

Closed Positions

-6

Reduced Positions

174

145

+29

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

740 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ACWX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	WHI TRUST Co LLC	27.14%	551,632	$42.0M
2	Koss-Olinger Consulting, LLC	12.94%	2,207,262	$168.0M
3	Tlwm	11.66%	942,276	$71.7M
4	German American Bancorp, INC.	10.16%	1,776,727	$135.2M
5	Financial Council, LLC	9.69%	392,461	$29.9M
6	Resolute Advisors LLC	8.37%	459,272	$35.0M
7	Winthrop Advisory Group LLC	7.09%	1,382,668	$105.2M
8	Midwestern Financial, LLC /IA	6.80%	127,559	$9.7M
9	Summitpoint Capital Management	6.50%	79,242	$6.0M
10	Hobbs Wealth Management, LLC	6.45%	100,223	$7.6M
11	Hopwood Financial Services, Inc.	6.12%	138,864	$10.6M
12	Cassia Capital Partners, LLC	6.06%	164,223	$12.5M
13	Curtis Wealth Management LLC	5.33%	82,628	$6.3M
14	Physician Wealth Advisors, Inc.	5.26%	578,518	$44.0M
15	Tompkins Financial Corp	5.24%	982,891	$74.8M
16	Clarendon Private LLC	5.18%	105,929	$8.1M
17	Arcadia Wealth Management, LLC	5.12%	214,141	$16.3M
18	Abundance Wealth Counselors	5.11%	1,033,676	$78.7M
19	Ferguson Wellman Capital Management, Inc	5.11%	5,496,301	$418.3M
20	Atwater Malick LLC	4.71%	284,196	$21.6M
21	Cumberland Advisors Inc	4.43%	165,185	$12.6M
22	Arcus Capital Partners, LLC	4.15%	131,881	$10.0M
23	Sageworth Trust Co	4.13%	1,378,607	$104.9M
24	Madrona Financial Services, LLC	4.13%	294,338	$22.4M
25	Asempa Wealth Advisors	4.12%	72,557	$5.5M

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 (ACWX)

What does the Smart Money Trend signal show for ACWX?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added ACWX 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 ACWX?

More buyers than sellers — 66% buying: Last quarter: 440 funds were net buyers (99 opened a brand new position + 341 added to an existing one). Only 224 were sellers (174 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ACWX holders?

Strong quality — 36% AUM from major funds: 33 of 744 holders rank in the top 100 by AUM, accounting for 36% 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 ACWX?

51% of holders stayed for 2+ years: 382 out of 745 hedge funds have held ACWX 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.

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Ishares Tr (ACWX)

Smart Money Signals — ACWX

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +41% more funds vs a year ago

More buyers than sellers — 66% buying

Fewer new buyers each quarter (-51 vs last Q)

51% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 55% veterans vs 33% newcomers

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — ACWX

Hedge Fund Ownership: ACWX

Market Analysis: ACWX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ACWX

Hedge Fund Positioning: ACWX

Statistics: ACWX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ACWX)

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