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iShares MSCI World ETF
URTH

Overview Fund Activity

164 hedge funds and large institutions have $1.07B invested in iShares MSCI World ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
49
Reduced
47
Closed
11
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
-$4.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$32.2M
2
SMDAM
2
Sumitomo Mitsui DS Asset Management
Japan
$103M
3
UBS Group
3
UBS Group
Switzerland
$79.8M
4
Jane Street
4
Jane Street
New York
$43.4M
5
FFM
5
Fullerton Fund Management
Singapore
$13.4M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$25.8M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$11.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$9.51M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$177M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$15.6K – – –
GJIA
152
Glass Jacobson Investment Advisors
Maryland
$14.4K +$14.4K +116 New
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$11.5K – – –
Fidelity Investments
154
Fidelity Investments
Massachusetts
$9.84K +$9.21K +74 +1,480%
RG
155
Retirement Group
California
$9.34K – – –
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$6K -$11.4K -308 -66%
TRCT
157
Tower Research Capital (TRC)
New York
$4.86K +$4.86K +39 New
NA
158
NewEdge Advisors
Louisiana
$4.48K – – –
FHA
159
First Horizon Advisors
Tennessee
$4.23K +$4.23K +34 New
RBC
160
Roble Belko & Company
Pennsylvania
$2K – – –
SFC
161
SYM Financial Corp
Indiana
$996 – – –
PO
162
Private Ocean
California
$996 +$996 +8 New
HT
163
Headlands Technologies
Illinois
$374 +$374 +3 New
ETH
164
Exos TFP Holdings
New York
– -$1.25M -10,593 Closed
Millennium Management
165
Millennium Management
New York
– -$828K -7,039 Closed
FHA
166
Flagship Harbor Advisors
Massachusetts
– -$310K -2,630 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
167
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$296K -2,515 Closed
YIH
168
Y-Intercept (HK)
Hong Kong
– -$222K -1,887 Closed
CI
169
CX Institutional
Indiana
– -$216K -1,827 Closed
MWM
170
Moran Wealth Management
Florida
– -$207K -1,758 Closed
BAM
171
Belpointe Asset Management
Nevada
– -$193K -1,636 Closed
Barclays
172
Barclays
United Kingdom
– -$177K -1,500 Closed
EWA
173
EverSource Wealth Advisors
Alabama
– -$13.4K -114 Closed
GRP
174
Global Retirement Partners
California
– -$8.37K -71 Closed
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