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iShares MSCI World ETF
URTH

Overview Fund Activity

173 hedge funds and large institutions have $1.25B invested in iShares MSCI World ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
32
Increased
57
Reduced
52
Closed
15
Calls
$539K
Puts
–
Net Calls
+$539K
Net Calls Change
+$539K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.5M
2
Bank of America
2
Bank of America
North Carolina
$66.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$221M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.9M
5
BP
5
BBR Partners
New York
$17.7M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$0
3
CI
3
CX Institutional
Indiana
$9.22M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
76
Arlington Financial Advisors
California
$1.27M 9,525 +5,487 +136%
RPGK
77
Retirement Planning Group (Kansas)
Kansas
$1.24M 9,338 -553 -6%
MIH
78
Meitav Investment House
Israel
$1.16M 8,700 +140 +2%
LGWM
79
Litman Gregory Wealth Management
California
$1.14M 8,574 -1,055 -11%
FTS
80
Fifth Third Securities
Ohio
$1.13M 8,530 +399 +5%
DADC
81
D.A. Davidson & Co
Montana
$1.08M 8,121 +8,121 New
GVAG
82
Great Valley Advisor Group
Delaware
$989K 7,436 +7,436 New
LBA
83
Letko, Brosseau & Associates
Quebec, Canada
$984K 7,400 – –
Cerity Partners
84
Cerity Partners
New York
$948K 7,123 -3,911 -35%
TCBWMS
85
Texas Capital Bank Wealth Management Services
Texas
$849K 6,382 – –
MCM
86
MidAtlantic Capital Management
Virginia
$835K 6,281 +6,281 New
William Blair & Company
87
William Blair & Company
Illinois
$829K 6,230 -605 -9%
HighTower Advisors
88
HighTower Advisors
Illinois
$827K 6,227 +500 +9%
AG
89
AlTi Global
New York
$819K 6,155 +6,155 New
Truist Financial
90
Truist Financial
North Carolina
$800K 6,016 +2,705 +82%
EDRH
91
Edmond de Rothschild Holding
Switzerland
$747K 5,615 – –
LAS
92
LWM Advisory Services
Florida
$743K 5,582 +5,582 New
AFP
93
Ausdal Financial Partners
Iowa
$687K 5,161 – –
Creative Planning
94
Creative Planning
Kansas
$678K 5,100 +5,100 New
Victory Capital Management
95
Victory Capital Management
Texas
$664K 4,994 – –
JIC
96
Joel Isaacson & Co
New York
$638K 4,793 – –
CPIG
97
Chicago Partners Investment Group
Illinois
$630K 4,689 +165 +4%
WA
98
Waterford Advisors
New York
$617K 4,641 -555 -11%
Ameriprise
99
Ameriprise
Minnesota
$607K 4,563 -1,086 -19%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$560K 4,210 +4,210 New
2 3
4
5 6