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iShares MSCI World ETF
URTH

Overview Fund Activity

210 hedge funds and large institutions have $1.42B invested in iShares MSCI World ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+21
Holders Change %
+11.11%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
67
Reduced
49
Closed
23
Calls
$93K
Puts
$140K
Net Calls
-$47K
Net Calls Change
-$141K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$115M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$56.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.5M
4
BS
4
Banco Santander
Spain
$41.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$210M
2
Goldman Sachs
2
Goldman Sachs
New York
$92.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$13.9M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$3.69M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$1.3M +$1.3M +8,339 New
LBA
77
Letko, Brosseau & Associates
Quebec, Canada
$1.15M – – –
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$1.15M -$16.8K -108 -1%
GVAG
79
Great Valley Advisor Group
Delaware
$1.14M -$29.1K -187 -2%
SA
80
Sanctuary Advisors
Indiana
$1.13M +$127K +783 +13%
AWM
81
Avior Wealth Management
Nebraska
$1.1M -$101K -650 -8%
LSWM
82
Lorne Steinberg Wealth Management
Canada
$1.04M +$184K +1,181 +21%
HighTower Advisors
83
HighTower Advisors
Illinois
$1.03M +$451K +2,903 +78%
CIG
84
CHB Investment Group
Pennsylvania
$1.01M +$604K +3,884 +148%
MCM
85
MidAtlantic Capital Management
Virginia
$1,000K +$933 +6 +0.1%
Lido Advisors
86
Lido Advisors
California
$988K -$157K -1,007 -14%
William Blair & Company
87
William Blair & Company
Illinois
$983K -$30.3K -195 -3%
CI
88
CX Institutional
Indiana
$972K -$11.5K -74 -1%
AG
89
AlTi Global
New York
$944K – – –
AFG
90
Atomi Financial Group
New York
$897K +$121K +776 +16%
MOS
91
MGO One Seven
Ohio
$892K +$892K +5,735 New
Mariner
92
Mariner
Kansas
$875K +$27.2K +175 +3%
EDRH
93
Edmond de Rothschild Holding
Switzerland
$873K – – –
Bank of New York Mellon
94
Bank of New York Mellon
New York
$869K +$541K +3,477 +165%
Cerity Partners
95
Cerity Partners
New York
$836K +$155 +1 +0%
JIC
96
Joel Isaacson & Co
New York
$745K – – –
WSFS
97
Wilmington Savings Fund Society
Delaware
$745K – – –
Ameriprise
98
Ameriprise
Minnesota
$722K +$2.18K +14 +0.3%
Squarepoint
99
Squarepoint
New York
$717K +$717K +4,614 New
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$712K +$712K +4,577 New
2 3
4
5 6