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iShares MSCI World ETF
URTH

Overview Fund Activity

184 hedge funds and large institutions have $1.43B invested in iShares MSCI World ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
67
Reduced
49
Closed
11
Calls
$649K
Puts
–
Net Calls
+$649K
Net Calls Change
-$323K

Top Buyers

1
Jane Street
1
Jane Street
New York
$86M
2
FTUS
2
Flow Traders U.S.
New York
$36M
3
Goldman Sachs
3
Goldman Sachs
New York
$125M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$27.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$285M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$17.9M
2
AFO
2
Allie Family Office
Florida
$365K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$6.55M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
151
FAS Wealth Partners
Kansas
$153K +$1.18K +8 +0.8%
GWM
152
Geneos Wealth Management
Colorado
$149K +$148 +1 +0.1%
GWP
153
Gen-Wealth Partners
Michigan
$141K – – –
JEST
154
JTC Employer Solutions Trustee
Jersey
$130K – – –
EWA
155
EP Wealth Advisors
California
$127K – – –
Fidelity Investments
156
Fidelity Investments
Massachusetts
$97K +$17.3K +117 +22%
WP
157
WealthShield Partners
North Carolina
$88.5K – – –
1832 Asset Management
158
1832 Asset Management
Ontario, Canada
$85.8K -$1.33K -9 -2%
IRC
159
Investors Research Corp
Georgia
$80.5K +$80.5K +546 New
SFC
160
SYM Financial Corp
Indiana
$74.2K +$5.75K +39 +8%
WTA
161
Washington Trust Advisors
Massachusetts
$68.1K +$295 +2 +0.4%
CMBA
162
C.M. Bidwell & Associates
Hawaii
$63.5K +$147 +1 +0.2%
DF
163
Dunhill Financial
United Kingdom
$60.2K – – –
PTC
164
Private Trust Company
Ohio
$49.9K -$2.51K -17 -5%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$49.3K +$36.5K +247 +284%
GJIA
166
Glass Jacobson Investment Advisors
Maryland
$48.3K +$4.43K +30 +10%
RWMG
167
Redwood Wealth Management Group
New Jersey
$46.2K +$46.2K +313 New
WB
168
Webster Bank
Connecticut
$44.2K – – –
GEA
169
Glen Eagle Advisors
New Jersey
$29.5K – – –
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$27.9K +$11.8K +80 +73%
PA
171
Parallel Advisors
California
$27.4K – – –
AWM
172
Ameliora Wealth Management
Switzerland
$27.3K – – –
PS
173
Principal Securities
Iowa
$20.9K – – –
CAM
174
Creekmur Asset Management
Illinois
$15.2K – – –
AIC
175
Archer Investment Corporation
Indiana
$15.2K +$15.2K +103 New
4 5 6
7
8