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iShares MSCI World ETF
URTH

Overview Fund Activity

81 hedge funds and large institutions have $364M invested in iShares MSCI World ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-9
Holders Change %
-10%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
10
Increased
29
Reduced
28
Closed
19
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$32.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14M
3
SIM
Strategic Investment Management
Virginia
+$6.54M
4
VWA
Visionary Wealth Advisors
Illinois
+$5.92M
5
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
+$5.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.2M
2
FTUS
Flow Traders U.S.
New York
-$28.6M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$15.3M
4
Bank of America
Bank of America
North Carolina
-$10.3M
5
CI
CX Institutional
Indiana
-$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$450K +$14.8K +160 +3%
JIC
52
Joel Isaacson & Co
New York
$442K – – –
Ameriprise
53
Ameriprise
Minnesota
$423K +$423K +4,586 New
RCAG
54
Rehmann Capital Advisory Group
Michigan
$408K -$957K -10,381 -70%
JIP
55
Jaffetilchin Investment Partners
Florida
$387K -$12.8K -139 -3%
HighTower Advisors
56
HighTower Advisors
Illinois
$369K -$28.1K -304 -7%
BPCE
57
Bank Pictet & Cie (Europe)
Germany
$369K – – –
TA
58
Tiedemann Advisors
New York
$290K -$14.7K -160 -5%
Bank Julius Baer & Co
59
Bank Julius Baer & Co
Switzerland
$276K -$92 -1 -0%
SPC
60
Sigma Planning Corp
Michigan
$267K +$737 +8 +0.3%
BFA
61
Beaumont Financial Advisors
Massachusetts
$262K -$44.8K -487 -15%
APA
62
American Portfolios Advisors
New York
$244K +$2.76K +30 +1%
AssetMark Inc
63
AssetMark Inc
California
$243K – – –
OMC
64
Old Mission Capital
Illinois
$220K -$751K -8,151 -77%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$138K +$138K +1,500 New
MIFH
66
Migdal Insurance & Financial Holdings
Israel
$112K – – –
CMBA
67
C.M. Bidwell & Associates
Hawaii
$97K +$37.9K +413 +64%
GWM
68
Geneos Wealth Management
Colorado
$92K +$1.17K +13 +1%
CFGS
69
Concourse Financial Group Securities
Alabama
$82K – – –
FHA
70
Flagship Harbor Advisors
Massachusetts
$82K +$275 +3 +0.3%
CFD
71
Creative Financial Designs
Indiana
$79K +$79K +857 New
Wells Fargo
72
Wells Fargo
California
$69K -$260K -2,811 -79%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$68K – – –
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.4K – – –
CG
75
Cutler Group
California
$27K +$27K +300 New
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