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iShares MSCI World ETF
URTH

Overview Fund Activity

210 hedge funds and large institutions have $1.42B invested in iShares MSCI World ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+21
Holders Change %
+11.11%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
67
Reduced
49
Closed
23
Calls
$93K
Puts
$140K
Net Calls
-$47K
Net Calls Change
-$141K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$115M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$56.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.5M
4
BS
4
Banco Santander
Spain
$41.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$210M
2
Goldman Sachs
2
Goldman Sachs
New York
$92.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$13.9M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$3.69M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
51
BBR Partners
New York
$3.64M -$311 -2 -0%
PAS
52
Park Avenue Securities
New York
$3.6M +$3.6M +23,137 New
FTS
53
Fifth Third Securities
Ohio
$3.52M -$4.35K -28 -0.1%
TPCW
54
TD Private Client Wealth
New York
$3.48M +$2.24M +14,405 +180%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$2.94M – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2.94M -$13.8K -89 -0.5%
Lazard Asset Management
57
Lazard Asset Management
New York
$2.88M -$217K -1,393 -7%
PI
58
PineBridge Investments
New York
$2.87M +$2.87M +18,487 New
MSR
59
Main Street Research
Connecticut
$2.74M +$511K +3,286 +23%
CAM
60
Cresset Asset Management
Illinois
$2.59M -$2.57M -16,555 -50%
SCM
61
Sheridan Capital Management
California
$2.57M – – –
M&T Bank
62
M&T Bank
New York
$2.55M +$2.55M +16,387 New
Brown Advisory
63
Brown Advisory
Maryland
$2.45M +$2.45M +15,725 New
Truist Financial
64
Truist Financial
North Carolina
$2.39M +$2.39M +15,377 New
VAS
65
Vestmark Advisory Solutions
Massachusetts
$2.28M +$2.28M +14,640 New
Vontobel Holding
66
Vontobel Holding
Switzerland
$2.21M -$390K -2,511 -15%
GP
67
Guardian Partners
Canada
$2.02M +$2.02M +12,904 New
SC
68
Sierra Capital
Florida
$1.81M -$96.1K -618 -5%
WA
69
WBH Advisory
Maryland
$1.79M -$55.2K -355 -3%
Victory Capital Management
70
Victory Capital Management
Texas
$1.5M -$1.19M -7,660 -44%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.45M -$304K -1,957 -17%
Osaic Holdings
72
Osaic Holdings
Arizona
$1.43M +$154K +991 +12%
Renaissance Technologies
73
Renaissance Technologies
New York
$1.42M +$933K +6,000 +194%
PHS
74
Pekin Hardy Strauss
Illinois
$1.37M +$684K +4,400 +100%
LGWM
75
Litman Gregory Wealth Management
California
$1.33M – – –
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3
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