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iShares MSCI World ETF

223 hedge funds and large institutions have $1.55B invested in iShares MSCI World ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

3% more funds holding

Funds holding: 217223 (+6)

2.44% more ownership

Funds ownership: 34.09%36.53% (+2.4%)

4% more capital invested

Capital invested by funds: $1.49B → $1.55B (+$57.3M)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
35
Increased
61
Reduced
55
Closed
27
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
EPIME
26
Evelyn Partners Investment Management (Europe)
$15.5M +$255K +1,609 +2%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$14.1M +$458K +2,891 +3%
PNAA
28
Pictet North America Advisors
Switzerland
$13.2M +$1.87M +11,805 +16%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$12.1M +$6.8M +42,963 +120%
GKWIM
30
Gerber Kawasaki Wealth & Investment Management
California
$11.8M -$152K -957 -1%
ELI
31
Empire Life Investments
Ontario, Canada
$10.8M -$12.4M -78,100 -53%
IMC
32
Inherent Management Corp
New York
$9.29M +$9.6M +60,650 New
BFG
33
Bleakley Financial Group
New Jersey
$8.16M -$146K -923 -2%
OMC
34
Old Mission Capital
Illinois
$8.07M +$8.34M +52,690 New
IFPL
35
Investments & Financial Planning LLC
Kentucky
$7.85M +$254K +1,606 +3%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$7.27M +$4.52M +28,558 +151%
FIS
37
Fischer Investment Strategies
California
$7.16M +$7.4M +46,713 New
FEM
38
Fulcrum Equity Management
Texas
$7.08M
CLOS
39
Compagnie Lombard Odier SCmA
Switzerland
$6.7M +$115K +728 +2%
BCM
40
BluePointe Capital Management
California
$6.36M +$1.34M +8,443 +26%
X
41
Xponance
Pennsylvania
$5.68M +$5.52M +34,894 +1,586%
JFG
42
Jefferies Financial Group
New York
$5.3M +$30.9K +195 +0.6%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$5.3M -$602K -3,800 -10%
PI
44
PineBridge Investments
New York
$5.16M +$2.41M +15,192 +82%
CI
45
Centerstone Investors
New York
$5.05M
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$4.98M -$1.62M -10,227 -24%
DS
47
DRW Securities
Illinois
$4.76M +$4.92M +31,086 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$4.66M -$1.29M -8,127 -21%
Brown Advisory
49
Brown Advisory
Maryland
$4.61M +$2.27M +14,365 +91%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$4.49M -$212K -1,339 -4%

URTH Hedge Fund Activity: Q1 2025 in Review

223 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2025, worth a combined $1.55B — up 3.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new URTH positions and 27 closed out — a net gain of 8 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $69.7M.

  • 223 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2025, up from 217 in Q4 2024.
  • Funds reported $1.55B of iShares MSCI World ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 35 funds opened new iShares MSCI World ETF positions in Q1 2025 and 27 closed out, a net change of +8 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2025 was Jane Street, an estimated $74.8M added.
  • The largest iShares MSCI World ETF seller in Q1 2025 was Bank of America, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2025.