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iShares MSCI World ETF

223 hedge funds and large institutions have $1.55B invested in iShares MSCI World ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

3% more funds holding

Funds holding: 217223 (+6)

2.44% more ownership

Funds ownership: 34.09%36.53% (+2.4%)

4% more capital invested

Capital invested by funds: $1.49B → $1.55B (+$57.3M)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
35
Increased
61
Reduced
55
Closed
27
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
101
Edmond de Rothschild Holding
Switzerland
$860K
BHCM
102
Brevan Howard Capital Management
Jersey
$857K +$896K +5,661 New
Cerity Partners
103
Cerity Partners
New York
$823K
CI
104
CX Institutional
Indiana
$822K -$140K -887 -14%
Ameriprise
105
Ameriprise
Minnesota
$749K +$38.3K +242 +5%
Renaissance Technologies
106
Renaissance Technologies
New York
$735K -$681K -4,300 -47%
JIC
107
Joel Isaacson & Co
New York
$734K
WSFS
108
Wilmington Savings Fund Society
Delaware
$734K
LSWM
109
Lorne Steinberg Wealth Management
Canada
$715K -$324K -2,046 -30%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$703K +$1.58K +10 +0.2%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$702K +$50.7K +320 +8%
SWP
112
Sagespring Wealth Partners
Tennessee
$652K +$44K +278 +7%
AFA
113
Arlington Financial Advisors
California
$650K +$8.71K +55 +1%
VFA
114
Valeo Financial Advisors
Indiana
$623K
RIS
115
Retirement Income Solutions
Michigan
$610K
GT
116
Glenmede Trust
Pennsylvania
$602K
WANY
117
Wealthspire Advisors (New York)
New York
$592K
SCA
118
Snowden Capital Advisors
New York
$567K +$586K +3,700 New
WA
119
Waterford Advisors
New York
$565K
SIM
120
Stratos Investment Management
Ohio
$553K +$571K +3,609 New
SG Americas Securities
121
SG Americas Securities
New York
$541K +$38.8K +245 +7%
EH
122
Equitable Holdings
New York
$533K -$76.9K -486 -12%
UWS
123
Unique Wealth Strategies
Illinois
$527K
EPIM
124
Evelyn Partners Investment Management
$520K +$62.5K +395 +13%
RSWM
125
Robertson Stephens Wealth Management
California
$497K

URTH Hedge Fund Activity: Q1 2025 in Review

223 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2025, worth a combined $1.55B — up 3.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new URTH positions and 27 closed out — a net gain of 8 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $69.7M.

  • 223 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2025, up from 217 in Q4 2024.
  • Funds reported $1.55B of iShares MSCI World ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 35 funds opened new iShares MSCI World ETF positions in Q1 2025 and 27 closed out, a net change of +8 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2025 was Jane Street, an estimated $74.8M added.
  • The largest iShares MSCI World ETF seller in Q1 2025 was Bank of America, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2025.