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

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$210M
2
Goldman Sachs
Goldman Sachs
New York
$92.1M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.9M
4
PCIG
Partners Capital Investment Group
Massachusetts
$3.69M
5
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Mission Wealth Management
California
$411K – – –
JIP
127
Jaffetilchin Investment Partners
Florida
$405K -$11.8K -76 -3%
IAS
128
Insigneo Advisory Services
Florida
$404K +$50.4K +324 +14%
PWM
129
Perigon Wealth Management
California
$402K +$471 +3 +0.1%
AFO
130
Allie Family Office
Florida
$385K – – –
RCAG
131
Rehmann Capital Advisory Group
Michigan
$370K – – –
X
132
Xponance
Pennsylvania
$342K +$342K +2,200 New
BFS
133
BridgePort Financial Solutions
Iowa
$337K +$337K +2,132 New
BFA
134
Beaumont Financial Advisors
Massachusetts
$328K – – –
MFG
135
Magnus Financial Group
New York
$324K -$5.44K -35 -2%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$321K -$195K -1,252 -38%
SAM
137
Smartleaf Asset Management
Massachusetts
$321K -$34K -218 -10%
SG
138
StoneX Group
New York
$315K +$12.4K +80 +4%
Financial Engines Advisors
139
Financial Engines Advisors
California
$306K -$1.09K -7 -0.4%
AIA
140
Arbor Investment Advisors
North Carolina
$302K -$4.36K -28 -1%
IPW
141
Impact Partnership Wealth
Georgia
$292K +$292K +1,880 New
JWCA
142
J.W. Cole Advisors
Florida
$286K +$4.98K +32 +2%
CCWM
143
Cassaday & Co Wealth Management
Virginia
$278K +$25.2K +162 +10%
WT
144
Whittier Trust
California
$276K – – –
WFS
145
WealthGarden F.S.
California
$259K +$4.51K +29 +2%
FPAS
146
Focus Partners Advisor Solutions
Missouri
$257K +$257K +1,650 New
HGWM
147
Horst & Graben Wealth Management
Oregon
$251K – – –
AI
148
Atria Investments
North Carolina
$247K +$247K +1,591 New
EWA
149
EverSource Wealth Advisors
Alabama
$243K +$243K +1,563 New
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$242K +$178K +1,146 +281%
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