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iShares MSCI World ETF
URTH

Overview Fund Activity

189 hedge funds and large institutions have $1.32B invested in iShares MSCI World ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
28
Increased
51
Reduced
56
Closed
19
Calls
$612K
Puts
$518K
Net Calls
+$94K
Net Calls Change
-$555K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$35M
2
APSPRSPT
2
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$19.9M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$17.2M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$22.9M
5
TAMH
5
Taikang Asset Management (HK)
Hong Kong
$11.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.45M
2
CI
2
CX Institutional
Indiana
$993K
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$270M
5
B
5
Barings
North Carolina
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
151
GeoWealth Management
Illinois
$194K -$230K -1,466 -54%
FWP
152
FAS Wealth Partners
Kansas
$163K – – –
GWM
153
Geneos Wealth Management
Colorado
$158K – – –
Jones Financial Companies
154
Jones Financial Companies
Missouri
$147K +$95.1K +607 +182%
EWA
155
EP Wealth Advisors
California
$142K +$6.28K +40 +5%
JEST
156
JTC Employer Solutions Trustee
Jersey
$138K – – –
SFC
157
SYM Financial Corp
Indiana
$124K +$44.7K +285 +57%
GWP
158
Gen-Wealth Partners
Michigan
$96.4K -$53.3K -341 -36%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$94.4K -$8.78K -56 -9%
WP
160
WealthShield Partners
North Carolina
$94.1K – – –
IRC
161
Investors Research Corp
Georgia
$85.7K – – –
TFGT
162
TS Financial Group (TSFG)
Illinois
$79K +$79K +505 New
Citadel Advisors
163
Citadel Advisors
Florida
$78.9K +$78.9K +503 New
WTA
164
Washington Trust Advisors
Massachusetts
$72.4K – – –
CMBA
165
C.M. Bidwell & Associates
Hawaii
$67.6K – – –
GJIA
166
Glass Jacobson Investment Advisors
Maryland
$64.1K +$12.7K +81 +25%
DF
167
Dunhill Financial
United Kingdom
$64K – – –
PS
168
Principal Securities
Iowa
$53.2K +$30.9K +197 +139%
WB
169
Webster Bank
Connecticut
$47.1K – – –
AWM
170
Activest Wealth Management
Florida
$43.9K +$43.9K +280 New
PTC
171
Private Trust Company
Ohio
$37.3K -$15.7K -100 -30%
YDMI
172
Y.D. More Investments
Israel
$33.7K +$33.7K +215 New
AIC
173
Archer Investment Corporation
Indiana
$31.9K +$15.7K +100 +97%
GEA
174
Glen Eagle Advisors
New Jersey
$31.4K – – –
PA
175
Parallel Advisors
California
$29.2K – – –
5 6
7
8 9