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iShares MSCI World ETF
URTH

Overview Fund Activity

164 hedge funds and large institutions have $1.07B invested in iShares MSCI World ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
49
Reduced
47
Closed
11
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
-$4.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$32.2M
2
SMDAM
2
Sumitomo Mitsui DS Asset Management
Japan
$103M
3
UBS Group
3
UBS Group
Switzerland
$79.8M
4
Jane Street
4
Jane Street
New York
$43.4M
5
FFM
5
Fullerton Fund Management
Singapore
$13.4M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$25.8M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$11.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$9.51M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$177M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Bleakley Financial Group
New Jersey
$7.38M -$51.1K -410 -0.7%
SS
27
Simplicity Solutions
Minnesota
$7.31M -$121K -975 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.68M -$727K -5,838 -10%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$6.17M +$98K +787 +2%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$5.48M +$721K +5,792 +15%
MC
31
Mount Capital
United Kingdom
$4.66M – – –
IC
32
Iconiq Capital
California
$4.65M – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.37M -$7.86M -63,158 -64%
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$4.33M -$1.65M -13,223 -28%
BlackRock
35
BlackRock
New York
$4.1M -$130K -1,043 -3%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$3.98M -$11.6M -93,000 -74%
BWA
37
Beam Wealth Advisors
Louisiana
$3.88M +$916K +7,357 +31%
BPC
38
Banque Pictet & Cie
Switzerland
$3.65M – – –
TWC
39
TD Waterhouse Canada
Ontario, Canada
$3.54M +$426K +3,417 +14%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$3.33M -$182K -1,460 -5%
BP
41
BBR Partners
New York
$3.26M -$1.99M -15,986 -38%
PIMJS
42
PKO Investment Management Joint-Stock
Poland
$3.23M – – –
Lazard Asset Management
43
Lazard Asset Management
New York
$3.03M -$40K -321 -1%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2.86M -$406K -3,263 -12%
AWM
45
Avior Wealth Management
Nebraska
$2.74M +$2.74M +22,019 New
IFPL
46
Investments & Financial Planning LLC
Kentucky
$2.69M +$408K +3,278 +18%
SPIA
47
Steward Partners Investment Advisory
New York
$2.66M -$96.4K -774 -3%
Osaic Holdings
48
Osaic Holdings
Arizona
$2.54M +$5.35K +43 +0.2%
CAN
49
Cetera Advisor Networks
California
$2.38M -$189K -1,519 -7%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2.31M – – –
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