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iShares MSCI World ETF
URTH

Overview Fund Activity

225 hedge funds and large institutions have $1.63B invested in iShares MSCI World ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
34
Increased
86
Reduced
52
Closed
22
Calls
$10.3M
Puts
$390K
Net Calls
+$9.94M
Net Calls Change
+$9.68M

Top Buyers

1
OWP
Obermeyer Wealth Partners
Colorado
$57.9M
2
Morgan Stanley
Morgan Stanley
New York
$148M
3
GH
GAM Holding
Switzerland
$24.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$261M
5
Citadel Advisors
Citadel Advisors
Florida
$11.7M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$80.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
$4.91M
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
5
Bank of America
Bank of America
North Carolina
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$343K -$12.4K -73 -3%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$338K -$15.4K -91 -4%
Simplex Trading
153
Simplex Trading
Illinois
$338K +$338K +1,997 New
1832 Asset Management
154
1832 Asset Management
Ontario, Canada
$338K +$338K +1,995 New
Tudor Investment Corp
155
Tudor Investment Corp
Connecticut
$319K +$319K +1,881 New
HF
156
HRT Financial
New York
$317K +$317K +1,876 New
JWCA
157
J.W. Cole Advisors
Florida
$310K +$310K +1,828 New
WT
158
Whittier Trust
California
$301K – – –
WFS
159
WealthGarden F.S.
California
$296K +$27.7K +162 +10%
CCWM
160
Cassaday & Co Wealth Management
Virginia
$295K -$8.47K -50 -3%
GS
161
GTS Securities
New York
$293K +$293K +1,727 New
IPW
162
Impact Partnership Wealth
Georgia
$285K -$55.9K -330 -16%
BIG
163
Brookwood Investment Group
Arizona
$281K +$2.03K +12 +0.7%
FPAS
164
Focus Partners Advisor Solutions
Missouri
$279K – – –
FHC
165
First Heartland Consultants
Missouri
$276K +$276K +1,630 New
AI
166
Atria Investments
North Carolina
$276K +$276K +1,630 New
HGWM
167
Horst & Graben Wealth Management
Oregon
$273K – – –
SFC
168
SYM Financial Corp
Indiana
$262K +$127K +750 +94%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$254K – – –
JFG
170
JDM Financial Group
Texas
$247K – – –
SEIA
171
Signature Estate & Investment Advisors
California
$241K +$18.8K +111 +8%
BPAMU
172
BTG Pactual Asset Management US
New York
$225K – – –
HIW
173
Holos Integrated Wealth
Pennsylvania
$223K -$26.7K -154 -11%
SAM
174
Smartleaf Asset Management
Massachusetts
$222K -$93.1K -552 -30%
Corient Private Wealth
175
Corient Private Wealth
Florida
$221K +$221K +1,304 New
5 6
7
8 9