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iShares MSCI World ETF
URTH

Overview Fund Activity

170 hedge funds and large institutions have $1.25B invested in iShares MSCI World ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+32
Holders Change %
+23.19%
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
48
Increased
54
Reduced
38
Closed
13
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$471K

Top Buyers

1
BP
1
BBR Partners
New York
$85.7M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$78.7M
3
TAMH
3
Taikang Asset Management (HK)
Hong Kong
$73.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$66.6M
5
Bank of America
5
Bank of America
North Carolina
$84.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$31.3M
2
FTUS
2
Flow Traders U.S.
New York
$3.14M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$145M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$695K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$778K +$778K +7,123 New
CIBC World Market
77
CIBC World Market
Ontario, Canada
$751K +$213K +1,945 +39%
Mackenzie Financial
78
Mackenzie Financial
Ontario, Canada
$739K -$796K -7,290 -52%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$732K +$732K +6,700 New
William Blair & Company
80
William Blair & Company
Illinois
$727K +$4.92K +45 +0.7%
LA
81
LVW Advisors
New York
$695K +$324K +2,967 +87%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$695K -$9.33M -84,986 -93%
TA
83
Tiedemann Advisors
New York
$672K – – –
DA
84
Dash Acquisitions
California
$618K +$618K +5,657 New
CFB
85
Cullen/Frost Bankers
Texas
$601K – – –
RJA
86
Raymond James & Associates
Florida
$581K -$1.72M -15,764 -75%
AFP
87
Ausdal Financial Partners
Iowa
$575K +$575K +5,260 New
BCV
88
Banque Cantonale Vaudoise
Switzerland
$566K – – –
GW
89
GW & Wade
Massachusetts
$557K +$321K +2,940 +136%
JIC
90
Joel Isaacson & Co
New York
$524K – – –
SG
91
StoneX Group
New York
$515K +$515K +4,718 New
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$475K +$426K +3,907 +872%
PAS
93
Park Avenue Securities
New York
$450K -$185K -1,694 -29%
PCS
94
Personal CFO Solutions
New Jersey
$448K +$448K +4,100 New
AAS
95
Avantax Advisory Services
Texas
$440K +$440K +4,028 New
Citadel Advisors
96
Citadel Advisors
Florida
$380K +$380K +3,474 New
OWA
97
One Wealth Advisors
California
$365K +$365K +3,344 New
CLG
98
Cooperman Leon G
$364K – – –
RCAG
99
Rehmann Capital Advisory Group
Michigan
$359K +$93.4K +855 +35%
AWA
100
Arkadios Wealth Advisors
Georgia
$349K -$2.42M -22,147 -87%
2 3
4
5 6