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iShares MSCI World ETF
URTH

Overview Fund Activity

138 hedge funds and large institutions have $719M invested in iShares MSCI World ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
38
Reduced
46
Closed
19
Calls
–
Puts
$470K
Net Calls
-$470K
Net Calls Change
-$1.07M

Top Buyers

1
Jane Street
1
Jane Street
New York
$66.6M
2
FTUS
2
Flow Traders U.S.
New York
$29.3M
3
UBS Group
3
UBS Group
Switzerland
$34.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$142M
5
B
5
Barings
North Carolina
$13.3M

Top Sellers

1
BS
1
Banco Santander
Spain
$10.4M
2
SMDAM
2
Sumitomo Mitsui DS Asset Management
Japan
$57.6M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
AWM
4
Angeles Wealth Management
California
$10.5M
5
WI
5
WJ Interests
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Ameliora Wealth Management
Switzerland
$4.68M +$4.68M +46,922 New
Truist Financial
27
Truist Financial
North Carolina
$4.56M +$3.29M +32,901 +258%
UIA
28
UBP Investment Advisors
Switzerland
$4.27M -$2.57M -25,664 -38%
MC
29
Mount Capital
United Kingdom
$3.74M – – –
IC
30
Iconiq Capital
California
$3.74M – – –
PIMJS
31
PKO Investment Management Joint-Stock
Poland
$3.36M -$200K -2,000 -6%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.05M +$559K +5,591 +22%
Ameriprise
33
Ameriprise
Minnesota
$3.02M +$2.55M +25,552 +546%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.99M +$871K +8,711 +41%
AWM
35
Avior Wealth Management
Nebraska
$2.94M +$2.94M +29,422 New
RCWMU
36
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.77M -$780K -7,807 -22%
Lazard Asset Management
37
Lazard Asset Management
New York
$2.7M -$274K -2,742 -9%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$2.67M +$52K +508 +2%
AWA
39
Arkadios Wealth Advisors
Georgia
$2.53M +$142K +1,418 +6%
BP
40
BBR Partners
New York
$2.35M +$2.35M +23,486 New
SPIA
41
Steward Partners Investment Advisory
New York
$2.27M +$79K +790 +4%
CAN
42
Cetera Advisor Networks
California
$2.2M +$93.1K +931 +4%
RJA
43
Raymond James & Associates
Florida
$2.11M -$100K -1,002 -5%
BWA
44
Beam Wealth Advisors
Louisiana
$1.96M +$17K +170 +0.9%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.86M – – –
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$1.73M -$674K -6,746 -28%
CCM
47
Causeway Capital Management
California
$1.72M +$1.72M +17,186 New
MP
48
McDonald Partners
Ohio
$1.6M -$330K -3,300 -17%
Mackenzie Financial
49
Mackenzie Financial
Ontario, Canada
$1.41M -$883K -8,835 -39%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.39M +$757K +7,573 +120%
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