We are live on ! Find out more
URTH icon

iShares MSCI World ETF
URTH

223 hedge funds and large institutions have $1.55B invested in iShares MSCI World ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

3% more funds holding

Funds holding: 217 → 223 (+6)

2.44% more ownership

Funds ownership: 34.09% → 36.53% (+2.4%)

4% more capital invested

Capital invested by funds: $1.49B → $1.55B (+$57.3M)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
35
Increased
61
Reduced
55
Closed
27
Calls
$260K
Puts
–
Net Calls
+$260K
Net Calls Change
+$307K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$74.8M
2
Morgan Stanley
Morgan Stanley
New York
+$55.9M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$24.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$17.4M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$69.7M
2
Principal Financial Group
Principal Financial Group
Iowa
-$27.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.1M
4
ELI
Empire Life Investments
Ontario, Canada
-$12.4M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
51
Mesirow Financial Investment Management
Illinois
$4.48M +$4.19M +26,491 +951%
IC
52
Iconiq Capital
California
$4.46M – – –
BPC
53
Banque Pictet & Cie
Switzerland
$4.4M +$66.5K +420 +1%
EPAM
54
Evelyn Partners Asset Management
$4.16M +$41.2K +260 +1%
Wells Fargo
55
Wells Fargo
California
$4.11M +$204K +1,290 +5%
MC
56
Mount Capital
United Kingdom
$3.98M – – –
PIMJS
57
PKO Investment Management Joint-Stock
Poland
$3.8M – – –
BWA
58
Beam Wealth Advisors
Louisiana
$3.76M -$126K -796 -3%
BP
59
BBR Partners
New York
$3.59M +$6.65K +42 +0.2%
BBVA
60
Banco Bilbao Vizcaya Argentaria
Spain
$3.38M +$3.49M +22,040 New
AC
61
Avestar Capital
New York
$3.23M -$2.45M -15,445 -42%
First Trust Advisors
62
First Trust Advisors
Illinois
$3.23M -$2.45M -15,445 -42%
QC
63
Quadrature Capital
United Kingdom
$2.95M +$3.05M +19,239 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$2.9M – – –
MSR
65
Main Street Research
Connecticut
$2.83M +$141K +889 +5%
DZ Bank
66
DZ Bank
Germany
$2.71M +$2.8M +17,700 New
Lazard Asset Management
67
Lazard Asset Management
New York
$2.71M -$136K -860 -5%
SFA
68
Sequoia Financial Advisors
Ohio
$2.64M +$2.72M +17,209 New
CAM
69
Cresset Asset Management
Illinois
$2.55M +$5.07K +32 +0.2%
SCM
70
Sheridan Capital Management
California
$2.55M +$11.9K +75 +0.5%
WA
71
WBH Advisory
Maryland
$2.5M +$767K +4,843 +42%
TAMH
72
Taikang Asset Management (HK)
Hong Kong
$2.25M -$8M -50,552 -77%
CIA
73
Capital Investment Advisors
Georgia
$1.74M +$1.79M +11,335 New
FTS
74
Fifth Third Securities
Ohio
$1.65M -$1.88M -11,850 -52%
SC
75
Sierra Capital
Florida
$1.63M -$155K -981 -8%
1 2
3
4 5

URTH Hedge Fund Activity: Q1 2025 in Review

223 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2025, worth a combined $1.55B — up 3.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new URTH positions and 27 closed out — a net gain of 8 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $69.7M.

  • 223 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2025, up from 217 in Q4 2024.
  • Funds reported $1.55B of iShares MSCI World ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 35 funds opened new iShares MSCI World ETF positions in Q1 2025 and 27 closed out, a net change of +8 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2025 was Jane Street, an estimated $74.8M added.
  • The largest iShares MSCI World ETF seller in Q1 2025 was Bank of America, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2025.