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iShares MSCI World ETF
URTH

Overview Fund Activity

177 hedge funds and large institutions have $1.29B invested in iShares MSCI World ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
41
Reduced
59
Closed
20
Calls
$972K
Puts
–
Net Calls
+$972K
Net Calls Change
+$433K

Top Buyers

1
EK
Evensky & Katz
Florida
+$39.9M
2
CI
CX Institutional
Indiana
+$39.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.9M
4
BS
Banco Santander
Spain
+$12.7M
5
AFO
Allie Family Office
Florida
+$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$40.9M
2
Morgan Stanley
Morgan Stanley
New York
-$40.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.4M
4
PP
Prudential plc
United Kingdom
-$20.7M
5
BP
BBR Partners
New York
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
Silphium Asset Management
United Kingdom
$3.07M – – –
RJA
52
Raymond James & Associates
Florida
$2.87M +$2.87M +19,771 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$2.82M +$66.1K +456 +2%
IGWM
54
ICA Group Wealth Management
Colorado
$2.74M +$270K +1,866 +11%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$2.69M – – –
Prudential Financial
56
Prudential Financial
New Jersey
$2.68M +$373K +2,572 +16%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$2.64M +$2.03K +14 +0.1%
CAN
58
Cetera Advisor Networks
California
$2.45M -$114K -785 -4%
CAM
59
Cresset Asset Management
Illinois
$2.4M – – –
SCM
60
Sheridan Capital Management
California
$2.4M -$26.5K -183 -1%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$2.37M -$2.8M -19,291 -54%
MSR
62
Main Street Research
Connecticut
$2.17M +$77.1K +532 +4%
NW
63
Naviter Wealth
Arkansas
$1.96M +$1.96M +13,545 New
CLOS
64
Compagnie Lombard Odier SCmA
Switzerland
$1.93M +$326K +2,250 +20%
Vontobel Holding
65
Vontobel Holding
Switzerland
$1.86M +$1.86M +12,842 New
SC
66
Sierra Capital
Florida
$1.77M – – –
CS
67
Credit Suisse
Switzerland
$1.77M +$1.55M +10,700 +700%
Mariner
68
Mariner
Kansas
$1.75M -$48.4K -334 -3%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$1.71M -$231K -1,592 -12%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$1.7M -$72.2K -498 -4%
WA
71
WBH Advisory
Maryland
$1.66M -$5.94K -41 -0.4%
FAM
72
Family Asset Management
South Carolina
$1.55M -$12.3K -85 -0.8%
RCWMU
73
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.44M -$2.25M -15,554 -61%
AWM
74
Avior Wealth Management
Nebraska
$1.4M -$313K -2,160 -18%
RPGK
75
Retirement Planning Group (Kansas)
Kansas
$1.28M -$71.7K -495 -5%
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