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iShares MSCI World ETF

223 hedge funds and large institutions have $1.55B invested in iShares MSCI World ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

3% more funds holding

Funds holding: 217223 (+6)

2.44% more ownership

Funds ownership: 34.09%36.53% (+2.4%)

4% more capital invested

Capital invested by funds: $1.49B → $1.55B (+$57.3M)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
35
Increased
61
Reduced
55
Closed
27
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
126
LWM Advisory Services
Florida
$497K
KA
127
KDT Advisors
New York
$475K +$491K +3,100 New
CPIG
128
Chicago Partners Investment Group
Illinois
$469K +$10.9K +69 +2%
KeyBank National Association
129
KeyBank National Association
Ohio
$467K +$483K +3,050 New
GWM
130
Geneos Wealth Management
Colorado
$465K +$320K +2,022 +200%
NL
131
NWAM LLC
Washington
$460K -$4.91K -31 -1%
MFG
132
Magnus Financial Group
New York
$458K +$144K +907 +44%
IC
133
IEQ Capital
California
$444K
AFP
134
Ausdal Financial Partners
Iowa
$417K -$34.2K -216 -7%
Citigroup
135
Citigroup
New York
$408K -$227K -1,431 -35%
MWM
136
Mission Wealth Management
California
$405K
HighTower Advisors
137
HighTower Advisors
Illinois
$399K -$636K -4,017 -61%
JIP
138
Jaffetilchin Investment Partners
Florida
$399K
CIBC World Market
139
CIBC World Market
Ontario, Canada
$396K -$72.8K -460 -15%
PWM
140
Perigon Wealth Management
California
$392K
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$392K -$42K -265 -9%
MOS
142
MGO One Seven
Ohio
$388K -$507K -3,203 -56%
AFO
143
Allie Family Office
Florida
$380K
RCAG
144
Rehmann Capital Advisory Group
Michigan
$363K -$792 -5 -0.2%
RFN
145
RDA Financial Network
Iowa
$357K +$369K +2,331 New
SG
146
StoneX Group
New York
$350K +$41.3K +261 +13%
BFS
147
BridgePort Financial Solutions
Iowa
$327K
SRL
148
Scientech Research LLC
New Jersey
$325K +$336K +2,121 New
BFA
149
Beaumont Financial Advisors
Massachusetts
$323K
Bank of New York Mellon
150
Bank of New York Mellon
New York
$320K -$555K -3,503 -63%

URTH Hedge Fund Activity: Q1 2025 in Review

223 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2025, worth a combined $1.55B — up 3.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new URTH positions and 27 closed out — a net gain of 8 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $69.7M.

  • 223 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2025, up from 217 in Q4 2024.
  • Funds reported $1.55B of iShares MSCI World ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 35 funds opened new iShares MSCI World ETF positions in Q1 2025 and 27 closed out, a net change of +8 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2025 was Jane Street, an estimated $74.8M added.
  • The largest iShares MSCI World ETF seller in Q1 2025 was Bank of America, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2025.