Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ACWI)

783 + 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
↓ -10
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — ACWI

Based on 793 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ACWI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
793 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 — +18% more funds vs a year ago

fund count last 6Q
+120 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

326 buying320 selling
Last quarter: 326 funds bought or added vs 320 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.
⚠️

Fewer new buyers each quarter (-45 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 75 → 90 → 111 → 66. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
512 out of 793 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.
➡️

Steady discovery — ~66 new funds/quarter

50 → 75 → 90 → 111 → 66 new funds/Q
New funds entering each quarter: 75 → 90 → 111 → 66. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 804 holders: 539 (67%) are 2+ year veterans, 97 entered 1–2 years ago, and 168 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
40 of 792 holders rank in the top 100 by AUM, accounting for 35% 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.

Institutional Sentiment Summary — ACWI

In 2026 Q1, 326 hedge funds were net buyers of ACWI (66 opened a new position, 260 added to an existing one), while 320 reduced or exited (244 trimmed, 76 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 35% of total institutional value in ACWI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 793.

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.

Is It Too Late to Buy Ishares Tr (ACWI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ACWI has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
ACWI
+3.4%
SPY
+4.0%

ACWI outperformed SPY by -0.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
ACWI
+0.0%
SPY
+0.0%

Since the filing became public, ACWI outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 22 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: ACWI
2026 Q2 Stats Unlock in 3 days 783 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 783 802 -2.37%
13F Shares 85M 82M 3.54%
Total Value $11.41B $11.51B -0.84%
New Positions 65 111 -46
Increased Positions 249 272 -23
Closed Positions 84 56 +28
Reduced Positions 241 223 +18
Total Calls 6 8 -25.0%
Total Puts 6 6 -
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: ACWI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

783 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ACWI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Two Creeks Capital Management, LP 65.62% 583,355 $91.6M
2 Granger Management LLC 64.29% 1,322,121 $207.5M
3 Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 57.33% 1,590,032 $249.6M
4 Mass General Brigham, Inc 54.76% 1,259,657 $197.7M
5 HF Capital, LLC 45.94% 868,367 $136.3M
6 Verger Capital Management LLC 25.81% 561,194 $88.1M
7 Brandywine Managers, LLC 22.80% 293,679 $46.1M
8 Dimension Capital Management LLC 18.59% 1,010,593 $158.6M
9 Topor & Co. Korea 16.07% 129,879 $20.4M
10 Three Bridge Wealth Advisors, LLC 16.04% 407,963 $64.0M
11 Portus Wealth Advisors, LLC 15.50% 119,979 $18.8M
12 Common Fund for Nonprofit Organizations 14.97% 1,038,012 $162.9M
13 P/E Global LLC 14.01% 1,391,035 $218.4M
14 Copos Capital B.V. 13.89% 654,673 $102.8M
15 Privium Fund Management (UK) Ltd 12.54% 193,570 $30.2M
16 OV Management LLC 12.20% 41,611 $6.5M
17 Sageworth Trust Co 10.67% 1,726,067 $270.9M
18 Birnam Oak Advisors, LP 9.81% 385,076 $60.4M
19 Bernicke Wealth Management, Ltd. 8.55% 470,715 $66.6M
20 KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 8.21% 270,635 $42.5M
21 Drake & Associates, LLC 7.31% 276,605 $43.4M
22 WHI TRUST Co LLC 6.95% 68,537 $10.8M
23 ICONIQ Capital, LLC 6.13% 1,356,798 $213.0M
24 Bogart Wealth, LLC 5.65% 1,049,707 $164.8M
25 Naviter Wealth, LLC 5.48% 384,843 $60.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ACWI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ACWI?

Slight buying edge — 50% buying: Last quarter: 326 funds bought or added vs 320 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 — 35% AUM from major funds: 40 of 792 holders rank in the top 100 by AUM, accounting for 35% 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?

65% of holders stayed for 2+ years: 512 out of 793 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.

Is it too late to buy Ishares Tr (ACWI) following the 2026 Q2 hedge fund 13F filings?

As of today, ACWI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ACWI has gained +3.4% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →