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iShares MSCI World ETF
URTH

Overview Fund Activity

184 hedge funds and large institutions have $1.43B invested in iShares MSCI World ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
67
Reduced
49
Closed
11
Calls
$649K
Puts
–
Net Calls
+$649K
Net Calls Change
-$323K

Top Buyers

1
Jane Street
1
Jane Street
New York
$86M
2
FTUS
2
Flow Traders U.S.
New York
$36M
3
Goldman Sachs
3
Goldman Sachs
New York
$125M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$27.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$285M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$17.9M
2
AFO
2
Allie Family Office
Florida
$365K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$6.55M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
76
Litman Gregory Wealth Management
California
$1.26M – – –
Osaic Holdings
77
Osaic Holdings
Arizona
$1.26M +$684K +4,640 +118%
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$1.13M -$179K -1,213 -14%
GVAG
79
Great Valley Advisor Group
Delaware
$1.12M -$11.5K -78 -1%
LBA
80
Letko, Brosseau & Associates
Quebec, Canada
$1.09M – – –
Lido Advisors
81
Lido Advisors
California
$1.09M -$148 -1 -0%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$932K -$1.76M -11,927 -65%
MCM
83
MidAtlantic Capital Management
Virginia
$926K – – –
AG
84
AlTi Global
New York
$923K -$12.8K -87 -1%
William Blair & Company
85
William Blair & Company
Illinois
$922K +$22.7K +154 +3%
EDRH
86
Edmond de Rothschild Holding
Switzerland
$828K – – –
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$822K +$688K +4,662 +513%
Cerity Partners
88
Cerity Partners
New York
$794K – – –
Mariner
89
Mariner
Kansas
$749K -$1.03M -6,970 -58%
AFP
90
Ausdal Financial Partners
Iowa
$737K -$49.1K -333 -6%
Victory Capital Management
91
Victory Capital Management
Texas
$737K – – –
JIC
92
Joel Isaacson & Co
New York
$707K – – –
TCBWMS
93
Texas Capital Bank Wealth Management Services
Texas
$700K -$242K -1,638 -26%
Ameriprise
94
Ameriprise
Minnesota
$698K +$28.5K +193 +4%
AFG
95
Atomi Financial Group
New York
$686K +$101K +687 +17%
WA
96
Waterford Advisors
New York
$685K – – –
Squarepoint
97
Squarepoint
New York
$641K +$641K +4,343 New
AFA
98
Arlington Financial Advisors
California
$606K +$11.2K +76 +2%
VFA
99
Valeo Financial Advisors
Indiana
$600K – – –
DZ Bank
100
DZ Bank
Germany
$599K -$442 -3 -0.1%
2 3
4
5 6