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iShares MSCI World ETF
URTH

Overview Fund Activity

173 hedge funds and large institutions have $1.25B invested in iShares MSCI World ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
32
Increased
57
Reduced
52
Closed
15
Calls
$539K
Puts
–
Net Calls
+$539K
Net Calls Change
+$539K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.5M
2
Bank of America
2
Bank of America
North Carolina
$66.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$221M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.9M
5
BP
5
BBR Partners
New York
$17.7M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$0
3
CI
3
CX Institutional
Indiana
$9.22M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GW
101
GW & Wade
Massachusetts
$551K 4,143 -375 -8%
VFA
102
Valeo Financial Advisors
Indiana
$541K 4,068 – –
RIS
103
Retirement Income Solutions
Michigan
$530K 3,985 – –
Bank of New York Mellon
104
Bank of New York Mellon
New York
$526K 3,955 +1,957 +98%
PAS
105
Park Avenue Securities
New York
$524K 3,936 +3,936 New
KWM
106
Keebeck Wealth Management
Illinois
$514K 3,866 -535 -12%
AFG
107
Atomi Financial Group
New York
$491K 3,688 +3,688 New
AAS
108
Avantax Advisory Services
Texas
$484K 3,640 +1,919 +112%
BPCE
109
Bank Pictet & Cie (Europe)
Germany
$456K 3,430 +474 +16%
CLG
110
Cooperman Leon G
$443K 3,329 – –
RCM
111
Rain Capital Management
Oregon
$425K 3,198 +26 +0.8%
LSWM
112
Lorne Steinberg Wealth Management
Canada
$402K 3,019 -672 -18%
LCGC
113
Legacy Capital Group California
California
$394K 2,960 – –
AF
114
Allworth Financial
California
$373K 2,804 -629 -18%
EH
115
Equitable Holdings
New York
$366K 2,753 +1,014 +58%
SAM
116
Smartleaf Asset Management
Massachusetts
$359K 2,694 +2,694 New
JIP
117
Jaffetilchin Investment Partners
Florida
$354K 2,660 +22 +0.8%
MWM
118
Mission Wealth Management
California
$351K 2,641 – –
Citigroup
119
Citigroup
New York
$351K 2,636 – –
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$346K 2,603 -1,529 -37%
NL
121
NWAM LLC
Washington
$339K 2,547 +358 +16%
DS
122
DRW Securities
Illinois
$339K 2,545 +2,545 New
AFO
123
Allie Family Office
Florida
$330K 2,478 – –
PWM
124
Perigon Wealth Management
California
$326K 2,454 +200 +9%
RCAG
125
Rehmann Capital Advisory Group
Michigan
$326K 2,449 +71 +3%
3 4
5
6 7