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iShares MSCI World ETF
URTH

Overview Fund Activity

210 hedge funds and large institutions have $1.42B invested in iShares MSCI World ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+21
Holders Change %
+11.11%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
67
Reduced
49
Closed
23
Calls
$93K
Puts
$140K
Net Calls
-$47K
Net Calls Change
-$141K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$115M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$56.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.5M
4
BS
4
Banco Santander
Spain
$41.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$210M
2
Goldman Sachs
2
Goldman Sachs
New York
$92.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$13.9M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$3.69M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$95.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
Stratos Wealth Advisors
Ohio
$240K -$156 -1 -0.1%
Comerica Bank
152
Comerica Bank
Texas
$237K +$236K +1,517 +25,283%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$233K – – –
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$232K +$232K +1,492 New
Corient Private Wealth
155
Corient Private Wealth
Florida
$230K +$18.7K +120 +9%
HIW
156
Holos Integrated Wealth
Pennsylvania
$230K +$230K +1,479 New
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$229K -$101K -650 -31%
JFG
158
JDM Financial Group
Texas
$227K -$86.8K -558 -28%
TC
159
TAP Consulting
Missouri
$225K +$1.71K +11 +0.8%
CL
160
Choreo LLC
Illinois
$223K +$223K +1,428 New
BI
161
BFI Infinity
Switzerland
$208K +$208K +1,340 New
CG
162
Corundum Group
Colorado
$206K +$206K +1,326 New
SEIA
163
Signature Estate & Investment Advisors
California
$204K +$1.4K +9 +0.7%
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$202K – – –
JSAM
165
J. Safra Asset Management
New York
$199K +$199K +1,274 New
Jones Financial Companies
166
Jones Financial Companies
Missouri
$185K +$38.9K +250 +27%
FWP
167
FAS Wealth Partners
Kansas
$163K +$1.09K +7 +0.7%
GWM
168
Geneos Wealth Management
Colorado
$157K +$311 +2 +0.2%
EWA
169
EP Wealth Advisors
California
$140K – – –
BPAMU
170
BTG Pactual Asset Management US
New York
$138K +$138K +1,470 New
JEST
171
JTC Employer Solutions Trustee
Jersey
$137K – – –
UBP
172
Union Bancaire Privee
Switzerland
$133K +$133K +850 New
SFC
173
SYM Financial Corp
Indiana
$122K -$156 -1 -0.1%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$113K +$19.3K +124 +21%
GWP
175
Gen-Wealth Partners
Michigan
$95.9K – – –
5 6
7
8 9