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iShares MSCI World ETF
URTH

Overview Fund Activity

151 hedge funds and large institutions have $1.03B invested in iShares MSCI World ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-19
Holders Change %
-11.18%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
34
Reduced
53
Closed
39
Calls
$10M
Puts
$5.48M
Net Calls
+$4.52M
Net Calls Change
+$4.52M

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$84.7M
2
PP
Prudential plc
United Kingdom
+$48M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.6M

Top Sellers

1
MWM
Moran Wealth Management
Florida
-$101M
2
BP
BBR Partners
New York
-$87.3M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$78.7M
4
Bank of America
Bank of America
North Carolina
-$62.3M
5
TAMH
Taikang Asset Management (HK)
Hong Kong
-$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
101
J.W. Cole Advisors
Florida
$294K -$17.5K -149 -6%
Victory Capital Management
102
Victory Capital Management
Texas
$292K – – –
AFO
103
Allie Family Office
Florida
$292K – – –
RCAG
104
Rehmann Capital Advisory Group
Michigan
$282K -$104K -885 -27%
SG
105
StoneX Group
New York
$274K -$281K -2,391 -51%
PWM
106
Perigon Wealth Management
California
$265K – – –
AIA
107
Arbor Investment Advisors
North Carolina
$246K -$111K -944 -31%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$244K -$982K -8,342 -80%
Financial Engines Advisors
109
Financial Engines Advisors
California
$241K -$1.06M -9,050 -82%
CPIG
110
Chicago Partners Investment Group
Illinois
$238K +$238K +1,998 New
MSAGDF
111
Moneda SA Administradora General de Fondos
Chile
$235K – – –
MML Investors Services
112
MML Investors Services
Massachusetts
$234K -$4.3M -36,622 -95%
CLOS
113
Compagnie Lombard Odier SCmA
Switzerland
$228K -$70.6K -600 -24%
YIH
114
Y-Intercept (HK)
Hong Kong
$222K +$222K +1,887 New
NL
115
NWAM LLC
Washington
$220K +$220K +1,872 New
CI
116
CX Institutional
Indiana
$216K -$19.6M -165,826 -99%
WT
117
Whittier Trust
California
$209K – – –
MWM
118
Moran Wealth Management
Florida
$207K -$101M -861,543 -100%
BAM
119
Belpointe Asset Management
Nevada
$193K -$353 -3 -0.2%
Barclays
120
Barclays
United Kingdom
$177K – – –
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$177K – – –
Deutsche Bank
122
Deutsche Bank
Germany
$163K +$77.2K +656 +90%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K – – –
MIFH
124
Migdal Insurance & Financial Holdings
Israel
$129K – – –
FWP
125
FAS Wealth Partners
Kansas
$119K – – –
3 4
5
6 7