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iShares MSCI World ETF
URTH

Overview Fund Activity

151 hedge funds and large institutions have $1.03B invested in iShares MSCI World ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-19
Holders Change %
-11.18%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
34
Reduced
53
Closed
39
Calls
$10M
Puts
$5.48M
Net Calls
+$4.52M
Net Calls Change
+$4.52M

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$84.7M
2
PP
Prudential plc
United Kingdom
+$48M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.6M

Top Sellers

1
MWM
Moran Wealth Management
Florida
-$101M
2
BP
BBR Partners
New York
-$87.3M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$78.7M
4
Bank of America
Bank of America
North Carolina
-$62.3M
5
TAMH
Taikang Asset Management (HK)
Hong Kong
-$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$1.59M +$54.7K +465 +4%
WA
52
WBH Advisory
Maryland
$1.5M +$1.5M +12,754 New
RPGK
53
Retirement Planning Group (Kansas)
Kansas
$1.48M -$1.65K -14 -0.1%
SC
54
Sierra Capital
Florida
$1.44M – – –
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.43M -$178K -1,516 -11%
FAM
56
Family Asset Management
South Carolina
$1.34M +$1.34M +11,356 New
ETH
57
Exos TFP Holdings
New York
$1.25M +$1.01M +8,625 +438%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$1.22M +$412K +3,502 +51%
IGWM
59
ICA Group Wealth Management
Colorado
$1.14M +$96.5K +820 +9%
OMC
60
Old Mission Capital
Illinois
$1.1M +$1.1M +9,308 New
BCV
61
Banque Cantonale Vaudoise
Switzerland
$1.08M +$471K +4,000 +77%
Squarepoint
62
Squarepoint
New York
$1.04M +$1.04M +8,825 New
TCBWMS
63
Texas Capital Bank Wealth Management Services
Texas
$1,000K – – –
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$973K +$184K +1,566 +23%
Lido Advisors
65
Lido Advisors
California
$971K +$971K +8,253 New
FTS
66
Fifth Third Securities
Ohio
$873K -$17.4K -148 -2%
Millennium Management
67
Millennium Management
New York
$828K +$828K +7,039 New
William Blair & Company
68
William Blair & Company
Illinois
$807K +$24.7K +210 +3%
DS
69
DRW Securities
Illinois
$749K +$749K +6,363 New
TA
70
Tiedemann Advisors
New York
$724K – – –
HighTower Advisors
71
HighTower Advisors
Illinois
$653K -$810K -6,896 -55%
CFB
72
Cullen/Frost Bankers
Texas
$647K – – –
AFP
73
Ausdal Financial Partners
Iowa
$612K -$7.3K -62 -1%
WA
74
Waterford Advisors
New York
$611K +$611K +5,196 New
GW
75
GW & Wade
Massachusetts
$600K – – –
1 2
3
4 5