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iShares MSCI World ETF
URTH

185 hedge funds and large institutions have $1.46B invested in iShares MSCI World ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 49

11% more capital invested

Capital invested by funds: $1.31B → $1.46B (+$142M)

3% more funds holding

Funds holding: 179 → 185 (+6)

2.16% more ownership

Funds ownership: 39.25% → 41.41% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
68
Reduced
49
Closed
12
Calls
$649K
Puts
–
Net Calls
+$649K
Net Calls Change
-$323K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$79.2M
2
FTUS
Flow Traders U.S.
New York
+$32.1M
3
Goldman Sachs
Goldman Sachs
New York
+$27.9M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$27M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.9M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$69.8M
2
AFO
Allie Family Office
Florida
-$21.8M
3
Principal Financial Group
Principal Financial Group
Iowa
-$15.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.3M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$6.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
51
BBR Partners
New York
$3.52M -$928K -6,437 -21%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$3.41M -$1.39M -9,625 -29%
Wells Fargo
53
Wells Fargo
California
$3.4M -$751K -5,208 -18%
RJA
54
Raymond James & Associates
Florida
$3.32M +$399K +2,770 +14%
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.21M +$2.96M +20,521 +1,635%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.04M -$115K -796 -4%
IGWM
57
ICA Group Wealth Management
Colorado
$3.03M +$237K +1,643 +9%
Lazard Asset Management
58
Lazard Asset Management
New York
$2.94M -$243K -1,686 -8%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$2.9M +$36.2K +251 +1%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$2.79M +$51.2K +355 +2%
Amundi
61
Amundi
France
$2.54M +$2.45M +17,000 New
SCM
62
Sheridan Capital Management
California
$2.45M – – –
Vontobel Holding
63
Vontobel Holding
Switzerland
$2.24M +$342K +2,375 +18%
CLOS
64
Compagnie Lombard Odier SCmA
Switzerland
$2.15M +$180K +1,250 +9%
MSR
65
Main Street Research
Connecticut
$2.14M -$67.9K -471 -3%
FAM
66
Family Asset Management
South Carolina
$1.93M +$351K +2,436 +23%
SC
67
Sierra Capital
Florida
$1.8M – – –
WA
68
WBH Advisory
Maryland
$1.75M +$63K +437 +4%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$1.66M -$71.2K -494 -4%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$1.59M -$135K -935 -8%
UBS AM
71
UBS AM
Illinois
$1.58M +$1.54M +10,700 New
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$1.53M -$867K -6,014 -37%
RCWMU
73
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.47M – – –
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$1.43M +$695K +4,819 +102%
DS
75
DRW Securities
Illinois
$1.36M +$965K +6,691 +265%
1 2
3
4 5

URTH Hedge Fund Activity: Q2 2024 in Review

185 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q2 2024, worth a combined $1.46B — up 11% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new URTH positions and 12 closed out — a net gain of 10 holders — while 68 added to existing stakes and 49 trimmed.

The largest buyer was Jane Street, adding an estimated $79.2M. The largest seller was UBS Group, cutting an estimated $69.8M.

  • 185 institutional investors held iShares MSCI World ETF (URTH) as of Q2 2024, up from 179 in Q1 2024.
  • Funds reported $1.46B of iShares MSCI World ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 22 funds opened new iShares MSCI World ETF positions in Q2 2024 and 12 closed out, a net change of +10 holders.
  • The largest iShares MSCI World ETF buyer in Q2 2024 was Jane Street, an estimated $79.2M added.
  • The largest iShares MSCI World ETF seller in Q2 2024 was UBS Group, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2024.