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iShares MSCI World ETF
URTH

179 hedge funds and large institutions have $1.31B invested in iShares MSCI World ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 174 → 179 (+5)

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$43.2M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

2.66% less ownership

Funds ownership: 41.92% → 39.25% (-2.7%)

31% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 59

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.58%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
41
Reduced
59
Closed
20
Calls
$972K
Puts
–
Net Calls
+$972K
Net Calls Change
+$433K

Top Buyers

Rank Fund Capital Flow
1
EK
Evensky & Katz
Florida
+$38M
2
CI
CX Institutional
Indiana
+$37.9M
3
AFO
Allie Family Office
Florida
+$20.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.1M
5
BS
Banco Santander
Spain
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$39M
2
Morgan Stanley
Morgan Stanley
New York
-$38.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.3M
4
PP
Prudential plc
United Kingdom
-$19.7M
5
BP
BBR Partners
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$3.1M +$2.37M +17,198 +409%
MG
52
Marex Group
$3.07M – – –
SAM
53
Silphium Asset Management
United Kingdom
$3.07M – – –
RJA
54
Raymond James & Associates
Florida
$2.87M +$2.73M +19,771 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$2.82M +$62.9K +456 +2%
IGWM
56
ICA Group Wealth Management
Colorado
$2.74M +$257K +1,866 +11%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$2.69M – – –
Prudential Financial
58
Prudential Financial
New Jersey
$2.68M +$355K +2,572 +16%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$2.64M +$1.93K +14 +0.1%
CAN
60
Cetera Advisor Networks
California
$2.45M -$108K -785 -4%
CAM
61
Cresset Asset Management
Illinois
$2.4M – – –
SCM
62
Sheridan Capital Management
California
$2.4M -$25.2K -183 -1%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$2.37M -$2.66M -19,291 -54%
MSR
64
Main Street Research
Connecticut
$2.17M +$73.4K +532 +4%
NW
65
Naviter Wealth
Arkansas
$1.96M +$1.87M +13,545 New
CLOS
66
Compagnie Lombard Odier SCmA
Switzerland
$1.93M +$310K +2,250 +20%
Vontobel Holding
67
Vontobel Holding
Switzerland
$1.86M +$1.77M +12,842 New
SC
68
Sierra Capital
Florida
$1.77M – – –
CS
69
Credit Suisse
Switzerland
$1.77M +$1.48M +10,700 +700%
Mariner
70
Mariner
Kansas
$1.75M -$46.1K -334 -3%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.71M -$220K -1,592 -12%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$1.7M -$68.7K -498 -4%
WA
73
WBH Advisory
Maryland
$1.66M -$5.66K -41 -0.4%
FAM
74
Family Asset Management
South Carolina
$1.55M -$11.7K -85 -0.8%
RCWMU
75
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.44M -$2.15M -15,554 -61%
1 2
3
4 5

URTH Hedge Fund Activity: Q1 2024 in Review

179 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2024, worth a combined $1.31B — up 3.4% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new URTH positions and 20 closed out — a net gain of 7 holders — while 41 added to existing stakes and 59 trimmed.

The largest buyer was Evensky & Katz, opening a new position worth an estimated $38M. The largest seller was Bank of America, cutting an estimated $39M.

  • 179 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2024, up from 174 in Q4 2023.
  • Funds reported $1.31B of iShares MSCI World ETF stock for Q1 2024, up 3.4% quarter-over-quarter.
  • 27 funds opened new iShares MSCI World ETF positions in Q1 2024 and 20 closed out, a net change of +7 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2024 was Evensky & Katz, an estimated $38M added.
  • The largest iShares MSCI World ETF seller in Q1 2024 was Bank of America, an estimated $39M sold.

Based on aggregated 13F filings for Q1 2024.