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iShares MSCI World ETF
URTH

Overview Fund Activity

151 hedge funds and large institutions have $1.03B invested in iShares MSCI World ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-19
Holders Change %
-11.18%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
34
Reduced
53
Closed
39
Calls
$10M
Puts
$5.48M
Net Calls
+$4.52M
Net Calls Change
+$4.52M

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$84.7M
2
PP
Prudential plc
United Kingdom
+$48M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.6M

Top Sellers

1
MWM
Moran Wealth Management
Florida
-$101M
2
BP
BBR Partners
New York
-$87.3M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$78.7M
4
Bank of America
Bank of America
North Carolina
-$62.3M
5
TAMH
Taikang Asset Management (HK)
Hong Kong
-$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Bleakley Financial Group
New Jersey
$7.02M -$832K -7,068 -11%
SS
27
Simplicity Solutions
Minnesota
$7.02M +$7.02M +59,657 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7M -$40.3M -342,739 -85%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$5.74M -$1.45M -12,362 -20%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$5.64M +$4.84M +41,165 +608%
BP
31
BBR Partners
New York
$4.96M -$87.3M -741,838 -95%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$4.5M -$1.22M -10,330 -21%
MC
33
Mount Capital
United Kingdom
$4.41M – – –
IC
34
Iconiq Capital
California
$4.4M – – –
BlackRock
35
BlackRock
New York
$4M -$586K -4,983 -13%
BPC
36
Banque Pictet & Cie
Switzerland
$3.45M – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.09M -$339K -2,879 -10%
PIMJS
38
PKO Investment Management Joint-Stock
Poland
$3.05M – – –
TWC
39
TD Waterhouse Canada
Ontario, Canada
$2.96M -$123K -1,041 -4%
Lazard Asset Management
40
Lazard Asset Management
New York
$2.9M -$169K -1,439 -6%
BWA
41
Beam Wealth Advisors
Louisiana
$2.8M +$61.1K +519 +2%
AWM
42
Ameliora Wealth Management
Switzerland
$2.61M -$2.99M -25,451 -53%
SPIA
43
Steward Partners Investment Advisory
New York
$2.61M -$91.4K -777 -3%
CAN
44
Cetera Advisor Networks
California
$2.43M -$186K -1,583 -7%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.4M -$3.04M -25,868 -56%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2.19M – – –
IFPL
47
Investments & Financial Planning LLC
Kentucky
$2.15M +$536K +4,558 +33%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.88M -$89.9K -764 -5%
Prudential Financial
49
Prudential Financial
New Jersey
$1.61M +$287K +2,437 +22%
Cerity Partners
50
Cerity Partners
New York
$1.61M +$33.5K +285 +2%
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