URTH icon

iShares MSCI World ETF
URTH

Overview Fund Activity

173 hedge funds and large institutions have $1.25B invested in iShares MSCI World ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
32
Increased
57
Reduced
52
Closed
15
Calls
$539K
Puts
–
Net Calls
+$539K
Net Calls Change
+$539K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.5M
2
Bank of America
2
Bank of America
North Carolina
$66.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$221M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.9M
5
BP
5
BBR Partners
New York
$17.7M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$0
3
CI
3
CX Institutional
Indiana
$9.22M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
151
WealthShield Partners
North Carolina
$79.8K – – –
Fidelity Investments
152
Fidelity Investments
Massachusetts
$71.9K -$6.91K -52 -9%
SFC
153
SYM Financial Corp
Indiana
$65.2K +$63.7K +479 +4,355%
WTA
154
Washington Trust Advisors
Massachusetts
$61.2K +$133 +1 +0.2%
1832 Asset Management
155
1832 Asset Management
Ontario, Canada
$59.9K – – –
CMBA
156
C.M. Bidwell & Associates
Hawaii
$56.9K +$8.65K +65 +18%
LFASL
157
Lugano Financial Advisors SA (LFA)
Switzerland
$54.5K +$54.5K +410 New
DF
158
Dunhill Financial
United Kingdom
$54.3K +$54.3K +408 New
DZ Bank
159
DZ Bank
Germany
$54.2K +$54.2K +410 New
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$54K -$42.9K -325 -44%
Comerica Bank
161
Comerica Bank
Texas
$51.1K +$50.6K +380 +9,500%
HNB
162
Huntington National Bank
Ohio
$35.9K – – –
PTC
163
Private Trust Company
Ohio
$31.7K -$21.7K -163 -41%
FHA
164
First Horizon Advisors
Tennessee
$28.4K +$28.4K +213 New
GEA
165
Glen Eagle Advisors
New Jersey
$26.6K – – –
PA
166
Parallel Advisors
California
$24.7K – – –
PS
167
Principal Securities
Iowa
$21.3K +$21.3K +160 New
BFEC
168
Benjamin F. Edwards & Company
Missouri
$18K +$672 +5 +4%
GJIA
169
Glass Jacobson Investment Advisors
Maryland
$15.4K – – –
RG
170
Retirement Group
California
$9.98K – – –
FMP
171
Financial Management Professionals
Texas
$7K – – –
NA
172
NewEdge Advisors
Louisiana
$4.79K – – –
RBC
173
Roble Belko & Company
Pennsylvania
$2K – – –
AssetMark Inc
174
AssetMark Inc
California
$133 -$73.4K -552 -100%
BBVA
175
Banco Bilbao Vizcaya Argentaria
Spain
– -$28M -352,842 Closed
4 5 6
7
8