Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ACWX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +60
Streak
3Q ▲
Buyers last Q
70%

Smart Money Signals — ACWX

Based on 580 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 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
580 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 — +22% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+22% 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 — 70% buying

335 buying143 selling
Last quarter: 335 funds were net buyers (90 opened a brand new position + 245 added to an existing one). Only 143 were sellers (113 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+39 vs last Q)

new funds entering per quarter
Funds opening a new ACWX position: 52 → 63 → 51 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
341 out of 580 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.
💎

Buying through price weakness — shares +35%, value -44%

Value
-44%
Shares
+35%
Last quarter: funds added +35% more shares while total portfolio value only changed -44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

84 → 52 → 63 → 51 → 90 new funds/Q
New funds entering each quarter: 52 → 63 → 51 → 90. A growing number of institutions are discovering ACWX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 10% 1-2yr ■ 27% new
Of 580 current holders: 364 (63%) 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 — 34% AUM from major funds

34% from top-100 AUM funds
25 of 580 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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: ACWX

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

Market Analysis: ACWX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACWX

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

43 top-rated funds 11 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: ACWX
2026 Q1 Stats Unlock in 17 days 580 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 580 520 11.54%
13F Shares 85M 63M 34.97%
Total Value $6.06B $10.87B -44.31%
New Positions 90 51 +39
Increased Positions 245 172 +73
Closed Positions 30 37 -7
Reduced Positions 113 142 -29
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ACWX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

580 + investors

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

Top 25 institutional holders of ACWX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WHI TRUST Co LLC 28.36% 549,746 $37.6M
2 TLWM 11.59% 940,099 $64.4M
3 Financial Council, LLC 10.23% 387,256 $26.5M
4 Winthrop Advisory Group LLC 7.11% 1,270,962 $87.0M
5 FSA WEALTH PARTNERS, INC. 6.43% 197,399 $13.5M
6 Hobbs Wealth Management, LLC 6.32% 93,343 $6.4M
7 Cassia Capital Partners, LLC 5.86% 166,525 $11.4M
8 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5.15% 5,501,207 $376.7M
9 Abundance Wealth Counselors 5.03% 512,359 $35.1M
10 FFG Partners, LLC 4.95% 182,757 $12.5M
11 Atwater Malick LLC 4.89% 264,329 $18.1M
12 Physician Wealth Advisors, Inc. 4.69% 491,882 $33.7M
13 Arcadia Wealth Management, LLC 4.50% 181,809 $12.4M
14 CUMBERLAND ADVISORS INC 4.44% 165,855 $11.4M
15 Sandbox Financial Partners, LLC 4.31% 223,917 $15.3M
16 Madrona Financial Services, LLC 4.22% 281,781 $19.3M
17 Sageworth Trust Co 4.16% 1,412,315 $96.7M
18 Asempa Wealth Advisors 4.11% 68,062 $4.7M
19 TOMPKINS FINANCIAL CORP 4.08% 748,898 $51.3M
20 Premier Path Wealth Partners, LLC 3.92% 439,844 $30.1M
21 INVESTED ADVISORS 3.47% 50,230 $3.4M
22 Daviman Financial, LLC 3.11% 76,773 $5.3M
23 GM Advisory Group, LLC 2.88% 1,092,037 $74.8M
24 NDWM LLC 2.68% 60,300 $4.1M
25 Sageworth Trust Co of South Dakota 2.60% 47,887 $3.3M
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 — 3 quarters in a row: For 3 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 — 70% buying: Last quarter: 335 funds were net buyers (90 opened a brand new position + 245 added to an existing one). Only 143 were sellers (113 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ACWX holders?

Strong quality — 34% AUM from major funds: 25 of 580 holders rank in the top 100 by AUM, accounting for 34% 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?

59% of holders stayed for 2+ years: 341 out of 580 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.

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.