URTH icon

iShares MSCI World ETF
URTH

Overview Fund Activity

173 hedge funds and large institutions have $1.25B invested in iShares MSCI World ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
32
Increased
57
Reduced
52
Closed
15
Calls
$539K
Puts
–
Net Calls
+$539K
Net Calls Change
+$539K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.5M
2
Bank of America
2
Bank of America
North Carolina
$66.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$221M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.9M
5
BP
5
BBR Partners
New York
$17.7M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$0
3
CI
3
CX Institutional
Indiana
$9.22M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$2.47M 18,580 – –
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$2.43M 18,232 -16,475 -47%
CAN
53
Cetera Advisor Networks
California
$2.36M 17,725 -353 -2%
IGWM
54
ICA Group Wealth Management
Colorado
$2.27M 17,043 +2,889 +20%
SCM
55
Sheridan Capital Management
California
$2.23M 16,729 +16,729 New
CAM
56
Cresset Asset Management
Illinois
$2.2M 16,555 – –
Lido Advisors
57
Lido Advisors
California
$2.2M 16,507 +8,253 +100%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$2.18M 16,358 +16,358 New
MML Investors Services
59
MML Investors Services
Massachusetts
$2.17M 16,340 +14,458 +768%
Prudential Financial
60
Prudential Financial
New Jersey
$2.12M 15,956 -561 -3%
BS
61
Banco Santander
Spain
$2.04M 15,312 -10,828 -41%
Citadel Advisors
62
Citadel Advisors
Florida
$1.99M 14,987 +14,987 New
MSR
63
Main Street Research
Connecticut
$1.92M 14,429 +81 +0.6%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.78M 13,369 +971 +8%
Mariner
65
Mariner
Kansas
$1.65M 12,381 +7,407 +149%
SC
66
Sierra Capital
Florida
$1.63M 12,230 – –
CIBC World Market
67
CIBC World Market
Ontario, Canada
$1.62M 12,201 +756 +7%
Renaissance Technologies
68
Renaissance Technologies
New York
$1.61M 12,100 +4,501 +59%
AWM
69
Avior Wealth Management
Nebraska
$1.57M 11,792 -3,834 -25%
WA
70
WBH Advisory
Maryland
$1.52M 11,463 -1,126 -9%
CLOS
71
Compagnie Lombard Odier SCmA
Switzerland
$1.47M 11,045 +4,105 +59%
FAM
72
Family Asset Management
South Carolina
$1.43M 10,748 -346 -3%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$1.42M 10,598 -76,517 -88%
PPWP
74
Proquility Private Wealth Partners
Nevada
$1.33M 9,999 +9,999 New
OC
75
Oppenheimer & Co
New York
$1.32M 9,913 -1,176 -11%
1 2
3
4 5