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iShares MSCI World ETF
URTH

Overview Fund Activity

215 hedge funds and large institutions have $1.47B invested in iShares MSCI World ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+5
Holders Change %
+2.38%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
56
Reduced
55
Closed
26
Calls
$260K
Puts
–
Net Calls
+$260K
Net Calls Change
+$307K

Top Buyers

1
Jane Street
Jane Street
New York
+$72.3M
2
Morgan Stanley
Morgan Stanley
New York
+$54.1M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$23.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$16.9M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$10.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$67.4M
2
Principal Financial Group
Principal Financial Group
Iowa
-$26.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.4M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$14M
5
ELI
Empire Life Investments
Ontario, Canada
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
126
IEQ Capital
California
$444K – – –
AFP
127
Ausdal Financial Partners
Iowa
$417K -$33.1K -216 -7%
Citigroup
128
Citigroup
New York
$408K -$219K -1,431 -35%
MWM
129
Mission Wealth Management
California
$405K – – –
HighTower Advisors
130
HighTower Advisors
Illinois
$399K -$615K -4,017 -61%
JIP
131
Jaffetilchin Investment Partners
Florida
$399K – – –
CIBC World Market
132
CIBC World Market
Ontario, Canada
$396K -$70.5K -460 -15%
PWM
133
Perigon Wealth Management
California
$392K – – –
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$392K -$40.6K -265 -9%
MOS
135
MGO One Seven
Ohio
$388K -$491K -3,203 -56%
AFO
136
Allie Family Office
Florida
$380K – – –
RCAG
137
Rehmann Capital Advisory Group
Michigan
$363K -$766 -5 -0.2%
RFN
138
RDA Financial Network
Iowa
$357K +$357K +2,331 New
SG
139
StoneX Group
New York
$350K +$40K +261 +13%
BFS
140
BridgePort Financial Solutions
Iowa
$327K – – –
SRL
141
Scientech Research LLC
New Jersey
$325K +$325K +2,121 New
BFA
142
Beaumont Financial Advisors
Massachusetts
$323K – – –
Bank of New York Mellon
143
Bank of New York Mellon
New York
$320K -$536K -3,503 -63%
AF
144
Allworth Financial
California
$319K -$112K -737 -26%
IPW
145
Impact Partnership Wealth
Georgia
$309K +$20.7K +135 +7%
Financial Engines Advisors
146
Financial Engines Advisors
California
$301K – – –
ASN
147
Advisory Services Network
Georgia
$301K +$301K +1,963 New
AIA
148
Arbor Investment Advisors
North Carolina
$298K – – –
SAM
149
Smartleaf Asset Management
Massachusetts
$285K -$28.4K -186 -9%
KAS
150
Kestra Advisory Services
Texas
$279K +$279K +1,819 New
4 5
6
7 8