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iShares MSCI World ETF
URTH

Overview Fund Activity

173 hedge funds and large institutions have $1.25B invested in iShares MSCI World ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
32
Increased
57
Reduced
52
Closed
15
Calls
$539K
Puts
–
Net Calls
+$539K
Net Calls Change
+$539K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.5M
2
Bank of America
2
Bank of America
North Carolina
$66.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$221M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.9M
5
BP
5
BBR Partners
New York
$17.7M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$0
3
CI
3
CX Institutional
Indiana
$9.22M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$7.33M 55,111 +13,685 +33%
CI
27
Centerstone Investors
New York
$6.76M 50,843 +50,843 New
FEM
28
Fulcrum Equity Management
Texas
$6.14M 46,192 +46,192 New
IFPL
29
Investments & Financial Planning LLC
Kentucky
$5.93M 44,569 +19,781 +80%
MC
30
Mount Capital
United Kingdom
$4.98M 37,451 – –
BCM
31
BluePointe Capital Management
California
$4.78M 35,949 +35,949 New
TAMH
32
Taikang Asset Management (HK)
Hong Kong
$4.78M 35,899 +24,512 +215%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$4.74M 35,668 -26,344 -42%
JFG
34
Jefferies Financial Group
New York
$4.46M 33,495 +33,495 New
IC
35
Iconiq Capital
California
$4.43M 33,271 -4,109 -11%
BlackRock
36
BlackRock
New York
$4.38M 32,922 -196 -0.6%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$4.28M 32,182 +5,333 +20%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.95M 29,682 +5,852 +25%
TWC
39
TD Waterhouse Canada
Ontario, Canada
$3.74M 28,646 -222 -0.8%
BPC
40
Banque Pictet & Cie
Switzerland
$3.73M 28,025 -880 -3%
BWA
41
Beam Wealth Advisors
Louisiana
$3.57M 26,812 -799 -3%
RCWMU
42
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.39M 25,495 -31,209 -55%
PIMJS
43
PKO Investment Management Joint-Stock
Poland
$3.3M 24,800 – –
OMC
44
Old Mission Capital
Illinois
$3.18M 23,892 -12,234 -34%
TPCW
45
TD Private Client Wealth
New York
$3.08M 23,121 +20,374 +742%
FFM
46
Fullerton Fund Management
Singapore
$3.06M 23,000 +14,000 +156%
Lazard Asset Management
47
Lazard Asset Management
New York
$3M 22,539 -1,157 -5%
SAM
48
Silphium Asset Management
United Kingdom
$2.82M 21,198 +21,198 New
SPIA
49
Steward Partners Investment Advisory
New York
$2.7M 20,322 -416 -2%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2.53M 18,990 -5,013 -21%
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