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iShares MSCI World ETF

223 hedge funds and large institutions have $1.55B invested in iShares MSCI World ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

3% more funds holding

Funds holding: 217223 (+6)

2.44% more ownership

Funds ownership: 34.09%36.53% (+2.4%)

4% more capital invested

Capital invested by funds: $1.49B → $1.55B (+$57.3M)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
35
Increased
61
Reduced
55
Closed
27
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
76
Vestmark Advisory Solutions
Massachusetts
$1.58M -$688K -4,347 -30%
Osaic Holdings
77
Osaic Holdings
Arizona
$1.57M +$169K +1,069 +12%
MML Investors Services
78
MML Investors Services
Massachusetts
$1.56M -$3.07M -19,384 -65%
Vontobel Holding
79
Vontobel Holding
Switzerland
$1.56M -$642K -4,053 -28%
Victory Capital Management
80
Victory Capital Management
Texas
$1.48M
SA
81
Sanctuary Advisors
Indiana
$1.41M +$345K +2,178 +31%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$1.4M -$27.7K -175 -2%
PHS
83
Pekin Hardy Strauss
Illinois
$1.35M
LGWM
84
Litman Gregory Wealth Management
California
$1.31M -$950 -6 -0.1%
M&T Bank
85
M&T Bank
New York
$1.23M -$1.33M -8,381 -51%
TPCW
86
TD Private Client Wealth
New York
$1.21M -$2.29M -14,477 -65%
CIG
87
CHB Investment Group
Pennsylvania
$1.18M +$190K +1,199 +18%
GVAG
88
Great Valley Advisor Group
Delaware
$1.17M +$43.7K +276 +4%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M +$972K +6,137 +416%
RPGK
90
Retirement Planning Group (Kansas)
Kansas
$1.11M -$18.4K -116 -2%
AAS
91
Avantax Advisory Services
Texas
$1.1M +$1.14M +7,190 New
Mariner
92
Mariner
Kansas
$1.08M +$227K +1,434 +25%
AFG
93
Atomi Financial Group
New York
$998K +$119K +750 +13%
William Blair & Company
94
William Blair & Company
Illinois
$992K +$24.5K +155 +2%
MCM
95
MidAtlantic Capital Management
Virginia
$985K
Lido Advisors
96
Lido Advisors
California
$973K
AG
97
AlTi Global
New York
$930K
PAS
98
Park Avenue Securities
New York
$916K -$2.72M -17,160 -74%
AWM
99
Avior Wealth Management
Nebraska
$902K -$191K -1,208 -17%
SI
100
Seeds Investor
New York
$867K +$897K +5,663 New

URTH Hedge Fund Activity: Q1 2025 in Review

223 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2025, worth a combined $1.55B — up 3.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new URTH positions and 27 closed out — a net gain of 8 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $69.7M.

  • 223 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2025, up from 217 in Q4 2024.
  • Funds reported $1.55B of iShares MSCI World ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 35 funds opened new iShares MSCI World ETF positions in Q1 2025 and 27 closed out, a net change of +8 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2025 was Jane Street, an estimated $74.8M added.
  • The largest iShares MSCI World ETF seller in Q1 2025 was Bank of America, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2025.