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iShares MSCI World ETF

177 hedge funds and large institutions have $1.29B invested in iShares MSCI World ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
41
Reduced
59
Closed
20
Calls
$972K
Puts
Net Calls
+$972K
Net Calls Change
+$433K
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
101
Osaic Holdings
Arizona
$569K -$3.73M -25,756 -87%
KWM
102
Keebeck Wealth Management
Illinois
$560K
UWS
103
Unique Wealth Strategies
Illinois
$507K +$245K +1,693 +94%
CLG
104
Cooperman Leon G
$482K
LAS
105
LWM Advisory Services
Florida
$470K -$339K -2,340 -42%
GM
106
GeoWealth Management
Illinois
$467K +$467K +3,220 New
RCM
107
Rain Capital Management
Oregon
$463K
LSWM
108
Lorne Steinberg Wealth Management
Canada
$454K +$16.4K +113 +4%
CA
109
Cetera Advisors
Colorado
$451K +$451K +3,111 New
JFG
110
JDM Financial Group
Texas
$444K +$444K +3,061 New
LCGC
111
Legacy Capital Group California
California
$432K +$3.48K +24 +0.8%
AF
112
Allworth Financial
California
$406K
NL
113
NWAM LLC
Washington
$406K +$40.7K +284 +11%
ES
114
Eagle Strategies
New York
$404K +$404K +2,788 New
EH
115
Equitable Holdings
New York
$399K
CFB
116
Cullen/Frost Bankers
Texas
$399K +$399K +2,750 New
MML Investors Services
117
MML Investors Services
Massachusetts
$397K -$1.97M -13,599 -83%
JIP
118
Jaffetilchin Investment Partners
Florida
$385K
MWM
119
Mission Wealth Management
California
$383K
Citigroup
120
Citigroup
New York
$382K
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$370K -$7.25K -50 -2%
DS
122
DRW Securities
Illinois
$365K -$3.33K -23 -0.9%
SAM
123
Smartleaf Asset Management
Massachusetts
$364K -$25.9K -179 -7%
PWM
124
Perigon Wealth Management
California
$356K
BFA
125
Beaumont Financial Advisors
Massachusetts
$349K