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iShares MSCI World ETF
URTH

Overview Fund Activity

141 hedge funds and large institutions have $681M invested in iShares MSCI World ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
51
Reduced
34
Closed
19
Calls
$599K
Puts
$1K
Net Calls
+$598K
Net Calls Change
+$225K

Top Buyers

1
AWM
1
Angeles Wealth Management
California
$21.1M
2
Jane Street
2
Jane Street
New York
$22.4M
3
Bank of America
3
Bank of America
North Carolina
$39.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$10.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.2M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$3.18M
2
CI
2
CX Institutional
Indiana
$7.23M
3
FFM
3
Fullerton Fund Management
Singapore
$0
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$13.1M
5
BS
5
Banco Santander
Spain
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
76
Compagnie Lombard Odier SCmA
Switzerland
$463K +$128K +1,200 +38%
Financial Engines Advisors
77
Financial Engines Advisors
California
$463K +$463K +4,335 New
DS
78
DRW Securities
Illinois
$457K +$246K +2,306 +117%
JIP
79
Jaffetilchin Investment Partners
Florida
$425K +$3.96K +37 +0.9%
AAS
80
Avantax Advisory Services
Texas
$408K +$408K +3,813 New
AFA
81
Arlington Financial Advisors
California
$383K -$2.33M -21,766 -86%
LA
82
LVW Advisors
New York
$380K +$380K +3,559 New
CLG
83
Cooperman Leon G
$356K – – –
APA
84
American Portfolios Advisors
New York
$339K -$2.78K -26 -0.8%
RCM
85
Rain Capital Management
Oregon
$333K +$333K +3,119 New
SW
86
SteelPeak Wealth
California
$320K +$21.7K +203 +7%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$304K -$929K -8,704 -75%
BFA
88
Beaumont Financial Advisors
Massachusetts
$304K – – –
OBWG
89
Onyx Bridge Wealth Group
New York
$302K +$302K +2,724 New
EH
90
Equitable Holdings
New York
$299K -$63.2K -591 -17%
MJB
91
Mark J. Bradley
$298K -$9.63K -90 -3%
CMBA
92
C.M. Bidwell & Associates
Hawaii
$291K +$66.5K +621 +30%
AIA
93
Arbor Investment Advisors
North Carolina
$288K +$41.3K +387 +17%
MWM
94
Mission Wealth Management
California
$282K – – –
FHA
95
Flagship Harbor Advisors
Massachusetts
$280K +$41.7K +390 +18%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$269K +$11.1K +104 +4%
AFO
97
Allie Family Office
Florida
$265K – – –
Victory Capital Management
98
Victory Capital Management
Texas
$265K – – –
MIFH
99
Migdal Insurance & Financial Holdings
Israel
$248K – – –
PWM
100
Perigon Wealth Management
California
$230K +$230K +2,155 New
2 3
4
5 6