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iShares MSCI World ETF
URTH

Overview Fund Activity

210 hedge funds and large institutions have $1.42B invested in iShares MSCI World ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+21
Holders Change %
+11.11%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
67
Reduced
49
Closed
23
Calls
$93K
Puts
$140K
Net Calls
-$47K
Net Calls Change
-$141K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$115M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$56.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.5M
4
BS
4
Banco Santander
Spain
$41.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$210M
2
Goldman Sachs
2
Goldman Sachs
New York
$92.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$13.9M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$3.69M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNAA
26
Pictet North America Advisors
Switzerland
$11.6M +$1.89M +12,152 +19%
TAMH
27
Taikang Asset Management (HK)
Hong Kong
$10.1M -$1.68M -10,815 -14%
BFG
28
Bleakley Financial Group
New Jersey
$8.43M -$42.6K -274 -0.5%
CCM
29
Causeway Capital Management
California
$8M +$5.75M +36,966 +255%
IFPL
30
Investments & Financial Planning LLC
Kentucky
$7.71M +$318K +2,046 +4%
FEM
31
Fulcrum Equity Management
Texas
$7.18M – – –
CLOS
32
Compagnie Lombard Odier SCmA
Switzerland
$6.69M +$3.44M +22,106 +106%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$6.64M +$6.64M +42,723 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$5.99M +$2.83M +18,222 +90%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$5.97M -$389K -2,500 -6%
AC
36
Avestar Capital
New York
$5.68M +$5.68M +36,521 New
First Trust Advisors
37
First Trust Advisors
Illinois
$5.68M +$5.68M +36,521 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$5.58M +$1.72M +11,055 +45%
JFG
39
Jefferies Financial Group
New York
$5.35M +$48.2K +310 +0.9%
BCM
40
BluePointe Capital Management
California
$5.15M -$418K -2,689 -8%
CI
41
Centerstone Investors
New York
$5.13M – – –
TWC
42
TD Waterhouse Canada
Ontario, Canada
$4.76M +$18.2K +117 +0.4%
MML Investors Services
43
MML Investors Services
Massachusetts
$4.6M +$3.88M +24,973 +540%
IC
44
Iconiq Capital
California
$4.53M -$647K -4,162 -13%
BPC
45
Banque Pictet & Cie
Switzerland
$4.4M – – –
MC
46
Mount Capital
United Kingdom
$4.04M – – –
Wells Fargo
47
Wells Fargo
California
$3.97M +$142K +915 +4%
BWA
48
Beam Wealth Advisors
Louisiana
$3.94M -$182K -1,171 -4%
PIMJS
49
PKO Investment Management Joint-Stock
Poland
$3.86M – – –
PCIG
50
Partners Capital Investment Group
Massachusetts
$3.69M -$12.7M -81,887 -78%
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