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iShares MSCI World ETF
URTH

Overview Fund Activity

210 hedge funds and large institutions have $1.42B invested in iShares MSCI World ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+21
Holders Change %
+11.11%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
67
Reduced
49
Closed
23
Calls
$93K
Puts
$140K
Net Calls
-$47K
Net Calls Change
-$141K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$115M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$56.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.5M
4
BS
4
Banco Santander
Spain
$41.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$210M
2
Goldman Sachs
2
Goldman Sachs
New York
$92.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$13.9M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$3.69M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
101
LVW Advisors
New York
$691K +$691K +4,445 New
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$663K +$410K +2,639 +162%
AFA
103
Arlington Financial Advisors
California
$651K +$11.4K +73 +2%
Citigroup
104
Citigroup
New York
$636K +$226K +1,456 +55%
VFA
105
Valeo Financial Advisors
Indiana
$633K – – –
RIS
106
Retirement Income Solutions
Michigan
$620K – – –
SWP
107
Sagespring Wealth Partners
Tennessee
$618K +$618K +3,976 New
EH
108
Equitable Holdings
New York
$616K +$121K +775 +24%
GT
109
Glenmede Trust
Pennsylvania
$611K – – –
WANY
110
Wealthspire Advisors (New York)
New York
$601K – – –
WA
111
Waterford Advisors
New York
$573K – – –
VC
112
Veracity Capital
Georgia
$526K +$526K +3,380 New
SG Americas Securities
113
SG Americas Securities
New York
$511K +$27.7K +178 +6%
RSWM
114
Robertson Stephens Wealth Management
California
$505K -$26.3K -169 -5%
LAS
115
LWM Advisory Services
Florida
$504K – – –
CIBC World Market
116
CIBC World Market
Ontario, Canada
$473K -$1.36M -8,776 -74%
NL
117
NWAM LLC
Washington
$472K +$35.9K +231 +8%
CPIG
118
Chicago Partners Investment Group
Illinois
$460K +$3.29K +21 +0.7%
DADC
119
D.A. Davidson & Co
Montana
$459K +$459K +2,953 New
AFP
120
Ausdal Financial Partners
Iowa
$457K -$1.56K -10 -0.3%
AF
121
Allworth Financial
California
$456K +$2.41K +15 +0.5%
IC
122
IEQ Capital
California
$451K – – –
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$439K +$439K +2,821 New
IAA
124
Independent Advisor Alliance
North Carolina
$436K +$436K +2,802 New
MFIM
125
Mesirow Financial Investment Management
Illinois
$433K +$433K +2,785 New
3 4
5
6 7