We are live on ! Find out more
URTH icon

iShares MSCI World ETF

223 hedge funds and large institutions have $1.55B invested in iShares MSCI World ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

3% more funds holding

Funds holding: 217223 (+6)

2.44% more ownership

Funds ownership: 34.09%36.53% (+2.4%)

4% more capital invested

Capital invested by funds: $1.49B → $1.55B (+$57.3M)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
35
Increased
61
Reduced
55
Closed
27
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
GP
226
Guardian Partners
Canada
-$2.02M -12,904 Closed
RYIA
227
Roehl & Yi Investment Advisors
Oregon
-$1.32M -8,500 Closed
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
-$1.3M -8,339 Closed
LBA
229
Letko, Brosseau & Associates
Quebec, Canada
-$1.15M -7,400 Closed
Squarepoint
230
Squarepoint
New York
-$717K -4,614 Closed
LA
231
LVW Advisors
New York
-$691K -4,445 Closed
VC
232
Veracity Capital
Georgia
-$526K -3,380 Closed
DADC
233
D.A. Davidson & Co
Montana
-$459K -2,953 Closed
IAA
234
Independent Advisor Alliance
North Carolina
-$436K -2,802 Closed
IAS
235
Insigneo Advisory Services
Florida
-$404K -2,599 Closed
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
-$327K -2,063 Closed
JWCA
237
J.W. Cole Advisors
Florida
-$286K -1,838 Closed
AI
238
Atria Investments
North Carolina
-$247K -1,591 Closed
SWA
239
Stratos Wealth Advisors
Ohio
-$240K -1,542 Closed
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
-$232K -1,492 Closed
Corient Private Wealth
241
Corient Private Wealth
Florida
-$230K -1,482 Closed
CL
242
Choreo LLC
Illinois
-$223K -1,428 Closed
BI
243
BFI Infinity
Switzerland
-$208K -1,340 Closed
CG
244
Corundum Group
Colorado
-$206K -1,326 Closed
DF
245
Dunhill Financial
United Kingdom
-$63.4K -408 Closed
SCM
246
Sterling Capital Management
North Carolina
-$46.6K -300 Closed
US Bancorp
247
US Bancorp
Minnesota
-$45.1K -290 Closed
AssetMark Inc
248
AssetMark Inc
California
-$7.62K -49 Closed
Simplex Trading
249
Simplex Trading
Illinois
-$6K -45 Closed
HT
250
Headlands Technologies
Illinois
-$778 -5 Closed

URTH Hedge Fund Activity: Q1 2025 in Review

223 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2025, worth a combined $1.55B — up 3.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new URTH positions and 27 closed out — a net gain of 8 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $69.7M.

  • 223 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2025, up from 217 in Q4 2024.
  • Funds reported $1.55B of iShares MSCI World ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 35 funds opened new iShares MSCI World ETF positions in Q1 2025 and 27 closed out, a net change of +8 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2025 was Jane Street, an estimated $74.8M added.
  • The largest iShares MSCI World ETF seller in Q1 2025 was Bank of America, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2025.