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iShares MSCI World ETF
URTH

Overview Fund Activity

151 hedge funds and large institutions have $1.03B invested in iShares MSCI World ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-19
Holders Change %
-11.18%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
34
Reduced
53
Closed
39
Calls
$10M
Puts
$5.48M
Net Calls
+$4.52M
Net Calls Change
+$4.52M

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$84.7M
2
PP
Prudential plc
United Kingdom
+$48M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.6M

Top Sellers

1
MWM
Moran Wealth Management
Florida
-$101M
2
BP
BBR Partners
New York
-$87.3M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$78.7M
4
Bank of America
Bank of America
North Carolina
-$62.3M
5
TAMH
Taikang Asset Management (HK)
Hong Kong
-$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$118K – – –
JEST
127
JTC Employer Solutions Trustee
Jersey
$103K – – –
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$85.8K -$5.29K -45 -6%
WP
129
WealthShield Partners
North Carolina
$70.6K +$70.6K +600 New
Optiver Holding
130
Optiver Holding
Netherlands
$68.8K – – –
TPCW
131
TD Private Client Wealth
New York
$58.1K -$3.37M -28,656 -98%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$55.3K +$11.5K +98 +26%
WTA
133
Washington Trust Advisors
Massachusetts
$53.8K – – –
1832 Asset Management
134
1832 Asset Management
Ontario, Canada
$34K -$22.1K -188 -39%
EDRH
135
Edmond de Rothschild Holding
Switzerland
$29.4K – – –
PTC
136
Private Trust Company
Ohio
$28K -$10.6K -90 -27%
GEA
137
Glen Eagle Advisors
New Jersey
$23.5K – – –
LF
138
Lee Financial
Texas
$22.8K – – –
PA
139
Parallel Advisors
California
$21.9K – – –
BFEC
140
Benjamin F. Edwards & Company
Missouri
$15K +$116 +1 +0.8%
CFGS
141
Concourse Financial Group Securities
Alabama
$14.7K – – –
EWA
142
EverSource Wealth Advisors
Alabama
$13.4K – – –
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$10.8K – – –
RG
144
Retirement Group
California
$9K – – –
GRP
145
Global Retirement Partners
California
$8.37K +$6.84K +58 +446%
FMP
146
Financial Management Professionals
Texas
$6K +$490 +4 +9%
NA
147
NewEdge Advisors
Louisiana
$4.24K – – –
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$3.31K -$85 -724 -3%
RBC
149
Roble Belko & Company
Pennsylvania
$2K – – –
SFC
150
SYM Financial Corp
Indiana
$941 – – –
4 5
6
7 8