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iShares MSCI World ETF
URTH

Overview Fund Activity

151 hedge funds and large institutions have $1.03B invested in iShares MSCI World ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-19
Holders Change %
-11.18%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
34
Reduced
53
Closed
39
Calls
$10M
Puts
$5.48M
Net Calls
+$4.52M
Net Calls Change
+$4.52M

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$84.7M
2
PP
Prudential plc
United Kingdom
+$48M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.6M

Top Sellers

1
MWM
Moran Wealth Management
Florida
-$101M
2
BP
BBR Partners
New York
-$87.3M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$78.7M
4
Bank of America
Bank of America
North Carolina
-$62.3M
5
TAMH
Taikang Asset Management (HK)
Hong Kong
-$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
76
Joel Isaacson & Co
New York
$564K – – –
RIS
77
Retirement Income Solutions
Michigan
$469K +$469K +3,985 New
AFA
78
Arlington Financial Advisors
California
$457K -$1.51M -12,792 -77%
KWM
79
Keebeck Wealth Management
Illinois
$454K +$454K +3,862 New
Ameriprise
80
Ameriprise
Minnesota
$444K -$1.58M -13,470 -78%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$412K -$535K -4,547 -56%
SW
82
SteelPeak Wealth
California
$411K +$46.6K +396 +13%
AF
83
Allworth Financial
California
$402K +$402K +3,414 New
LSWM
84
Lorne Steinberg Wealth Management
Canada
$400K -$1.07M -9,077 -73%
CLG
85
Cooperman Leon G
$392K – – –
RCM
86
Rain Capital Management
Oregon
$370K – – –
TSS
87
Two Sigma Securities
New York
$358K +$358K +3,044 New
AWA
88
Arkadios Wealth Advisors
Georgia
$353K -$22.6K -192 -6%
BPCE
89
Bank Pictet & Cie (Europe)
Germany
$348K – – –
LCGC
90
Legacy Capital Group California
California
$338K +$338K +2,875 New
Mariner
91
Mariner
Kansas
$338K -$1.94M -16,511 -85%
CMBA
92
C.M. Bidwell & Associates
Hawaii
$335K +$6.47K +55 +2%
MIH
93
Meitav Investment House
Israel
$335K +$335K +2,880 New
MWM
94
Mission Wealth Management
California
$311K – – –
Citigroup
95
Citigroup
New York
$310K – – –
FHA
96
Flagship Harbor Advisors
Massachusetts
$310K – – –
JIP
97
Jaffetilchin Investment Partners
Florida
$307K – – –
BFA
98
Beaumont Financial Advisors
Massachusetts
$307K -$28K -238 -8%
EH
99
Equitable Holdings
New York
$306K +$4K +34 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
100
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$296K +$296K +2,515 New
2 3
4
5 6