URTH icon

iShares MSCI World ETF
URTH

Overview Fund Activity

151 hedge funds and large institutions have $1.03B invested in iShares MSCI World ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-19
Holders Change %
-11.18%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
34
Reduced
53
Closed
39
Calls
$10M
Puts
$5.48M
Net Calls
+$4.52M
Net Calls Change
+$4.52M

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$84.7M
2
PP
Prudential plc
United Kingdom
+$48M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.6M

Top Sellers

1
MWM
Moran Wealth Management
Florida
-$101M
2
BP
BBR Partners
New York
-$87.3M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$78.7M
4
Bank of America
Bank of America
North Carolina
-$62.3M
5
TAMH
Taikang Asset Management (HK)
Hong Kong
-$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$588 -$2.82K -24 -83%
Wells Fargo
152
Wells Fargo
California
$113 – – –
BCIM
153
British Columbia Investment Management
British Columbia, Canada
– -$78.7M -720,160 Closed
BWM
154
BerganKDV Wealth Management
Minnesota
– -$7.53M -68,955 Closed
Truist Financial
155
Truist Financial
North Carolina
– -$6.25M -57,183 Closed
AWM
156
Avior Wealth Management
Nebraska
– -$3.68M -33,662 Closed
CANY
157
Caxton Associates (New York)
New York
– -$2.01M -18,365 Closed
KAS
158
Kestra Advisory Services
Texas
– -$1.59M -14,512 Closed
RB
159
Renasant Bank
Mississippi
– -$1.41M -12,910 Closed
CCWM
160
Cassaday & Co Wealth Management
Virginia
– -$1.21M -11,051 Closed
LGWM
161
Litman Gregory Wealth Management
California
– -$1.08M -9,869 Closed
FPA
162
First Pacific Advisors
California
– -$962K -8,806 Closed
DADC
163
D.A. Davidson & Co
Montana
– -$778K -7,123 Closed
LA
164
LVW Advisors
New York
– -$695K -6,365 Closed
DA
165
Dash Acquisitions
California
– -$618K -5,657 Closed
RJA
166
Raymond James & Associates
Florida
– -$581K -5,314 Closed
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
– -$475K -4,355 Closed
PAS
168
Park Avenue Securities
New York
– -$450K -4,119 Closed
PCS
169
Personal CFO Solutions
New Jersey
– -$448K -4,100 Closed
AAS
170
Avantax Advisory Services
Texas
– -$440K -4,028 Closed
OWA
171
One Wealth Advisors
California
– -$365K -3,344 Closed
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
– -$312K -2,852 Closed
CS
173
Comerica Securities
Michigan
– -$308K -2,822 Closed
MJB
174
Mark J. Bradley
– -$305K -2,795 Closed
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
– -$302K -2,766 Closed
4 5 6
7
8