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iShares MSCI World ETF
URTH

Overview Fund Activity

141 hedge funds and large institutions have $681M invested in iShares MSCI World ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
51
Reduced
34
Closed
19
Calls
$599K
Puts
$1K
Net Calls
+$598K
Net Calls Change
+$225K

Top Buyers

1
AWM
Angeles Wealth Management
California
$21.1M
2
Jane Street
Jane Street
New York
$22.4M
3
Bank of America
Bank of America
North Carolina
$39.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$10.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$3.18M
2
CI
CX Institutional
Indiana
$7.23M
3
FFM
Fullerton Fund Management
Singapore
$0
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$13.1M
5
BS
Banco Santander
Spain
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$47K – – –
COCM
127
Charter Oak Capital Management
New Hampshire
$43K – – –
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$32K -$7.62K -71 -19%
Citigroup
129
Citigroup
New York
$30K – – –
GEA
130
Glen Eagle Advisors
New Jersey
$21.4K – – –
LF
131
Lee Financial
Texas
$21K +$109 +1 +0.5%
PA
132
Parallel Advisors
California
$20K – – –
FHA
133
First Horizon Advisors
Tennessee
$19K +$19K +184 New
RG
134
Retirement Group
California
$16K +$8K +75 +100%
BEI
135
Benjamin Edwards Inc
Missouri
$12K +$12K +115 New
SWM
136
Spire Wealth Management
Virginia
$7K -$40.1K -372 -85%
BPC
137
Banque Pictet & Cie
Switzerland
$5.33K +$186 +1,739 +4%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$1K – – –
RBC
139
Roble Belko & Company
Pennsylvania
$1K – – –
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$21 – – –
FFM
141
Fullerton Fund Management
Singapore
– -$8.7M -67,900 Closed
Acadian Asset Management
142
Acadian Asset Management
Massachusetts
– -$2.68M -20,900 Closed
Wellington Management Group
143
Wellington Management Group
Massachusetts
– -$2.63M -20,537 Closed
PCIG
144
Partners Capital Investment Group
Massachusetts
– -$2.32M -18,060 Closed
BP
145
BBR Partners
New York
– -$1.32M -10,283 Closed
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
– -$1.12M -8,728 Closed
PAS
147
Park Avenue Securities
New York
– -$960K -7,493 Closed
OMC
148
Old Mission Capital
Illinois
– -$361K -2,815 Closed
BWM
149
BlackDiamond Wealth Management
New York
– -$284K -2,217 Closed
PCS
150
Personal CFO Solutions
New Jersey
– -$253K -1,978 Closed
3 4 5
6
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