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iShares MSCI World ETF
URTH

Overview Fund Activity

184 hedge funds and large institutions have $1.43B invested in iShares MSCI World ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
67
Reduced
49
Closed
11
Calls
$649K
Puts
–
Net Calls
+$649K
Net Calls Change
-$323K

Top Buyers

1
Jane Street
1
Jane Street
New York
$86M
2
FTUS
2
Flow Traders U.S.
New York
$36M
3
Goldman Sachs
3
Goldman Sachs
New York
$125M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$27.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$285M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$17.9M
2
AFO
2
Allie Family Office
Florida
$365K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$6.55M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$3.41M -$1.42M -9,625 -29%
Wells Fargo
52
Wells Fargo
California
$3.4M -$768K -5,208 -18%
RJA
53
Raymond James & Associates
Florida
$3.32M +$409K +2,770 +14%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.21M +$3.03M +20,521 +1,635%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$3.04M -$117K -796 -4%
IGWM
56
ICA Group Wealth Management
Colorado
$3.03M +$242K +1,643 +9%
Lazard Asset Management
57
Lazard Asset Management
New York
$2.94M -$249K -1,686 -8%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$2.9M +$37K +251 +1%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$2.79M +$52.4K +355 +2%
Amundi
60
Amundi
France
$2.54M +$2.54M +17,000 New
SCM
61
Sheridan Capital Management
California
$2.45M – – –
Vontobel Holding
62
Vontobel Holding
Switzerland
$2.24M +$350K +2,375 +18%
CLOS
63
Compagnie Lombard Odier SCmA
Switzerland
$2.15M +$184K +1,250 +9%
MSR
64
Main Street Research
Connecticut
$2.14M -$69.5K -471 -3%
FAM
65
Family Asset Management
South Carolina
$1.93M +$359K +2,436 +23%
SC
66
Sierra Capital
Florida
$1.8M – – –
WA
67
WBH Advisory
Maryland
$1.75M +$64.5K +437 +4%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$1.66M -$72.9K -494 -4%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$1.59M -$138K -935 -8%
UBS AM
70
UBS AM
Illinois
$1.58M +$1.58M +10,700 New
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$1.53M -$887K -6,014 -37%
RCWMU
72
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.47M – – –
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$1.43M +$723K +4,819 +102%
DS
74
DRW Securities
Illinois
$1.36M +$985K +6,691 +265%
AWM
75
Avior Wealth Management
Nebraska
$1.28M -$138K -936 -10%
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