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iShares MSCI World ETF
URTH

Overview Fund Activity

184 hedge funds and large institutions have $1.43B invested in iShares MSCI World ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
67
Reduced
49
Closed
11
Calls
$649K
Puts
–
Net Calls
+$649K
Net Calls Change
-$323K

Top Buyers

1
Jane Street
1
Jane Street
New York
$86M
2
FTUS
2
Flow Traders U.S.
New York
$36M
3
Goldman Sachs
3
Goldman Sachs
New York
$125M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$27.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$285M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$17.9M
2
AFO
2
Allie Family Office
Florida
$365K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$6.55M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
101
Retirement Income Solutions
Michigan
$588K – – –
GT
102
Glenmede Trust
Pennsylvania
$579K +$579K +3,927 New
KWM
103
Keebeck Wealth Management
Illinois
$570K – – –
HighTower Advisors
104
HighTower Advisors
Illinois
$555K +$220K +1,494 +66%
TPCW
105
TD Private Client Wealth
New York
$524K -$93.7K -635 -15%
MML Investors Services
106
MML Investors Services
Massachusetts
$517K +$113K +766 +28%
UWS
107
Unique Wealth Strategies
Illinois
$507K – – –
SA
108
Sanctuary Advisors
Indiana
$505K +$505K +3,586 New
RSWM
109
Robertson Stephens Wealth Management
California
$504K +$504K +3,416 New
CLG
110
Cooperman Leon G
$491K – – –
LSWM
111
Lorne Steinberg Wealth Management
Canada
$489K +$27K +183 +6%
LAS
112
LWM Advisory Services
Florida
$478K – – –
YIH
113
Y-Intercept (HK)
Hong Kong
$472K +$472K +3,199 New
RCM
114
Rain Capital Management
Oregon
$466K – – –
EH
115
Equitable Holdings
New York
$463K +$57.4K +389 +14%
JFG
116
JDM Financial Group
Texas
$456K +$4.72K +32 +1%
LCGC
117
Legacy Capital Group California
California
$440K -$295 -2 -0.1%
IC
118
IEQ Capital
California
$428K +$428K +2,901 New
CPIG
119
Chicago Partners Investment Group
Illinois
$425K -$378K -2,557 -47%
AF
120
Allworth Financial
California
$421K +$2.54K +17 +0.6%
FFO
121
Fiduciary Family Office
Florida
$421K +$421K +2,852 New
GM
122
GeoWealth Management
Illinois
$399K -$76K -515 -16%
JIP
123
Jaffetilchin Investment Partners
Florida
$395K +$3.1K +21 +0.8%
MWM
124
Mission Wealth Management
California
$390K – – –
Citigroup
125
Citigroup
New York
$389K – – –
3 4
5
6 7