URTH icon

iShares MSCI World ETF
URTH

Overview Fund Activity

225 hedge funds and large institutions have $1.63B invested in iShares MSCI World ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
34
Increased
86
Reduced
52
Closed
22
Calls
$10.3M
Puts
$390K
Net Calls
+$9.94M
Net Calls Change
+$9.68M

Top Buyers

1
OWP
Obermeyer Wealth Partners
Colorado
+$57.9M
2
Morgan Stanley
Morgan Stanley
New York
+$51.1M
3
GH
GAM Holding
Switzerland
+$24.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$11.7M

Top Sellers

1
Jane Street
Jane Street
New York
-$72.3M
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$25.4M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$24.9M
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
-$18.8M
5
Bank of America
Bank of America
North Carolina
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
76
Litman Gregory Wealth Management
California
$1.58M +$132K +780 +9%
PHS
77
Pekin Hardy Strauss
Illinois
$1.49M – – –
M&T Bank
78
M&T Bank
New York
$1.42M +$63.7K +376 +5%
Osaic Holdings
79
Osaic Holdings
Arizona
$1.39M -$220K -1,403 -14%
TPCW
80
TD Private Client Wealth
New York
$1.32M -$18.6K -110 -1%
CIG
81
CHB Investment Group
Pennsylvania
$1.29M -$19.8K -117 -2%
GVAG
82
Great Valley Advisor Group
Delaware
$1.24M -$46.7K -276 -4%
RPGK
83
Retirement Planning Group (Kansas)
Kansas
$1.23M -$5.42K -32 -0.4%
Mariner
84
Mariner
Kansas
$1.22M +$26.9K +159 +2%
UBP
85
Union Bancaire Privee
Switzerland
$1.2M +$1.07M +7,001 +824%
AFG
86
Atomi Financial Group
New York
$1.16M +$54.9K +324 +5%
William Blair & Company
87
William Blair & Company
Illinois
$1.13M +$36.9K +218 +3%
MCM
88
MidAtlantic Capital Management
Virginia
$1.09M +$2.54K +15 +0.2%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$1.07M +$949K +5,603 +795%
AG
90
AlTi Global
New York
$1.03M – – –
AWM
91
Avior Wealth Management
Nebraska
$953K -$44.5K -263 -4%
EDRH
92
Edmond de Rothschild Holding
Switzerland
$951K – – –
Cerity Partners
93
Cerity Partners
New York
$910K – – –
QI
94
Qtron Investments
Massachusetts
$904K +$904K +5,337 New
LAM
95
LOM Asset Management
$875K +$875K +5,165 New
SIM
96
Stratos Investment Management
Ohio
$856K +$244K +1,442 +40%
CI
97
CX Institutional
Indiana
$854K -$54.9K -324 -6%
Ameriprise
98
Ameriprise
Minnesota
$826K -$1.19K -7 -0.1%
WSFS
99
Wilmington Savings Fund Society
Delaware
$812K – – –
JIC
100
Joel Isaacson & Co
New York
$812K – – –
2 3
4
5 6