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iShares MSCI World ETF
URTH

Overview Fund Activity

138 hedge funds and large institutions have $743M invested in iShares MSCI World ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
39
Reduced
44
Closed
18
Calls
$373K
Puts
–
Net Calls
+$373K
Net Calls Change
+$373K

Top Buyers

1
BS
Banco Santander
Spain
+$36.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$28.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$6.89M
4
CI
CX Institutional
Indiana
+$6.21M
5
Principal Financial Group
Principal Financial Group
Iowa
+$5.62M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$53.6M
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$45.2M
3
Morgan Stanley
Morgan Stanley
New York
-$22.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$11.9M
5
BHB
Bank Hapoalim BM
Israel
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$4.64M +$550K +4,292 +13%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.53M -$2.31M -18,064 -34%
Jane Street
28
Jane Street
New York
$4.16M +$3.72M +29,021 +844%
RCWMU
29
Rothschild & Co Wealth Management (UK)
United Kingdom
$4.11M +$260K +2,025 +7%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$3.7M -$269K -2,095 -7%
AFA
31
Arlington Financial Advisors
California
$3.25M -$3.36M -26,247 -51%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$3.22M -$3.6K -28 -0.1%
AWA
33
Arkadios Wealth Advisors
Georgia
$3.01M +$80.4K +627 +3%
CAN
34
Cetera Advisor Networks
California
$2.93M +$104K +808 +4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.85M -$1.95M -15,220 -41%
RJA
36
Raymond James & Associates
Florida
$2.81M -$2.11M -16,494 -43%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$2.68M +$2.68M +20,900 New
SPIA
38
Steward Partners Investment Advisory
New York
$2.67M +$10.9K +85 +0.4%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$2.63M +$2.63M +20,537 New
BWA
40
Beam Wealth Advisors
Louisiana
$2.57M +$161K +1,255 +7%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$2.5M -$70.1K -547 -3%
MP
42
McDonald Partners
Ohio
$2.47M +$2.47M +19,300 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$2.38M – – –
PCIG
44
Partners Capital Investment Group
Massachusetts
$2.32M +$2.32M +18,060 New
Aristotle Capital Management
45
Aristotle Capital Management
California
$2.16M +$1.58M +12,293 +271%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.82M -$738K -5,756 -29%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.62M +$90.2K +704 +6%
Cerity Partners
48
Cerity Partners
New York
$1.58M – – –
SC
49
Sierra Capital
Florida
$1.57M – – –
OC
50
Oppenheimer & Co
New York
$1.54M +$129K +1,009 +9%
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