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iShares MSCI World ETF
URTH

Overview Fund Activity

164 hedge funds and large institutions have $1.07B invested in iShares MSCI World ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
49
Reduced
47
Closed
11
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
-$4.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$32.2M
2
SMDAM
2
Sumitomo Mitsui DS Asset Management
Japan
$103M
3
UBS Group
3
UBS Group
Switzerland
$79.8M
4
Jane Street
4
Jane Street
New York
$43.4M
5
FFM
5
Fullerton Fund Management
Singapore
$13.4M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$25.8M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$11.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$9.51M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$177M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
51
Lido Advisors
California
$2.06M +$1.03M +8,253 +100%
CAM
52
Cresset Asset Management
Illinois
$1.82M +$1.82M +14,587 New
MSR
53
Main Street Research
Connecticut
$1.76M +$1.76M +14,159 New
OC
54
Oppenheimer & Co
New York
$1.57M -$115K -922 -7%
Prudential Financial
55
Prudential Financial
New Jersey
$1.56M -$138K -1,109 -8%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.55M +$41.8K +336 +3%
SC
57
Sierra Capital
Florida
$1.52M – – –
IGWM
58
ICA Group Wealth Management
Colorado
$1.5M +$289K +2,322 +24%
CIBC World Market
59
CIBC World Market
Ontario, Canada
$1.49M +$200K +1,605 +15%
WA
60
WBH Advisory
Maryland
$1.49M -$101K -812 -6%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.43M +$1.43M +11,500 New
OMC
62
Old Mission Capital
Illinois
$1.34M +$176K +1,417 +15%
FAM
63
Family Asset Management
South Carolina
$1.32M -$97.5K -783 -7%
RPGK
64
Retirement Planning Group (Kansas)
Kansas
$1.24M -$323K -2,596 -21%
LGWM
65
Litman Gregory Wealth Management
California
$1.2M +$1.2M +9,629 New
BCV
66
Banque Cantonale Vaudoise
Switzerland
$1.14M – – –
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$1.12M -$865K -6,950 -44%
DS
68
DRW Securities
Illinois
$1.06M +$264K +2,120 +33%
Squarepoint
69
Squarepoint
New York
$1.03M -$66.7K -536 -6%
FTS
70
Fifth Third Securities
Ohio
$1.02M +$94.6K +760 +10%
LBA
71
Letko, Brosseau & Associates
Quebec, Canada
$921K +$921K +7,400 New
William Blair & Company
72
William Blair & Company
Illinois
$860K +$6.23K +50 +0.7%
TCBWMS
73
Texas Capital Bank Wealth Management Services
Texas
$795K -$263K -2,115 -25%
TA
74
Tiedemann Advisors
New York
$766K – – –
EDRH
75
Edmond de Rothschild Holding
Switzerland
$730K +$699K +5,615 +2,246%
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