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iShares MSCI World ETF
URTH

Overview Fund Activity

173 hedge funds and large institutions have $1.25B invested in iShares MSCI World ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
32
Increased
57
Reduced
52
Closed
15
Calls
$539K
Puts
–
Net Calls
+$539K
Net Calls Change
+$539K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.5M
2
Bank of America
2
Bank of America
North Carolina
$66.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$221M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.9M
5
BP
5
BBR Partners
New York
$17.7M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$0
3
CI
3
CX Institutional
Indiana
$9.22M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$322K 2,422 +2,422 New
BFA
127
Beaumont Financial Advisors
Massachusetts
$321K 2,410 -200 -8%
JWCA
128
J.W. Cole Advisors
Florida
$318K 2,394 -26 -1%
AWA
129
Arkadios Wealth Advisors
Georgia
$302K 2,272 -60 -3%
SG
130
StoneX Group
New York
$296K 2,224 -9 -0.4%
Financial Engines Advisors
131
Financial Engines Advisors
California
$288K 2,165 +142 +7%
HFS
132
Hoge Financial Services
Pennsylvania
$272K 2,047 +2,047 New
AIA
133
Arbor Investment Advisors
North Carolina
$260K 1,956 +15 +0.8%
UWS
134
Unique Wealth Strategies
Illinois
$241K 1,808 +1,808 New
WT
135
Whittier Trust
California
$236K 1,775 – –
Millennium Management
136
Millennium Management
New York
$221K 1,659 -238 -13%
CCWM
137
Cassaday & Co Wealth Management
Virginia
$217K 1,628 +1,628 New
HGWM
138
Horst & Graben Wealth Management
Oregon
$216K 1,625 +1,625 New
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$215K 1,613 -2,575 -61%
CS
140
Credit Suisse
Switzerland
$203K 1,528 +1,528 New
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$200K 1,500 – –
Aristotle Capital Management
142
Aristotle Capital Management
California
$177K 1,332 +1,332 New
MIFH
143
Migdal Insurance & Financial Holdings
Israel
$173K 1,300 -1,300 -50%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$167K 1,255 – –
Wells Fargo
145
Wells Fargo
California
$145K 1,090 +173 +19%
FWP
146
FAS Wealth Partners
Kansas
$137K 1,031 +9 +0.9%
GWM
147
Geneos Wealth Management
Colorado
$134K 1,008 +2 +0.2%
JEST
148
JTC Employer Solutions Trustee
Jersey
$117K 878 – –
EWA
149
EP Wealth Advisors
California
$115K 862 – –
AWM
150
Ameliora Wealth Management
Switzerland
$90.6K 681 -416 -38%
4 5
6
7 8