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iShares MSCI World ETF

223 hedge funds and large institutions have $1.55B invested in iShares MSCI World ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

3% more funds holding

Funds holding: 217223 (+6)

2.44% more ownership

Funds ownership: 34.09%36.53% (+2.4%)

4% more capital invested

Capital invested by funds: $1.49B → $1.55B (+$57.3M)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
35
Increased
61
Reduced
55
Closed
27
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$319K -$117K -737 -26%
IPW
152
Impact Partnership Wealth
Georgia
$309K +$21.4K +135 +7%
Financial Engines Advisors
153
Financial Engines Advisors
California
$301K
ASN
154
Advisory Services Network
Georgia
$301K +$311K +1,963 New
AIA
155
Arbor Investment Advisors
North Carolina
$298K
SAM
156
Smartleaf Asset Management
Massachusetts
$285K -$29.4K -186 -9%
KAS
157
Kestra Advisory Services
Texas
$279K +$288K +1,819 New
Jones Financial Companies
158
Jones Financial Companies
Missouri
$277K +$98.3K +621 +52%
CCWM
159
Cassaday & Co Wealth Management
Virginia
$274K
WT
160
Whittier Trust
California
$272K
FPAS
161
Focus Partners Advisor Solutions
Missouri
$253K
BIG
162
Brookwood Investment Group
Arizona
$253K +$261K +1,650 New
SB
163
Strategic Blueprint
Georgia
$248K +$256K +1,618 New
HGWM
164
Horst & Graben Wealth Management
Oregon
$247K
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$242K
IFG
166
Independent Financial Group
California
$242K
WFS
167
WealthGarden F.S.
California
$240K -$15.8K -100 -6%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$230K
CIA
169
Compass Ion Advisors
Pennsylvania
$229K +$237K +1,498 New
BPAMU
170
BTG Pactual Asset Management US
New York
$225K
JFG
171
JDM Financial Group
Texas
$223K
HIW
172
Holos Integrated Wealth
Pennsylvania
$220K -$6.33K -40 -3%
TSS
173
Two Sigma Securities
New York
$220K +$228K +1,438 New
SEIA
174
Signature Estate & Investment Advisors
California
$201K
MIFH
175
Migdal Insurance & Financial Holdings
Israel
$199K

URTH Hedge Fund Activity: Q1 2025 in Review

223 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2025, worth a combined $1.55B — up 3.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new URTH positions and 27 closed out — a net gain of 8 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $69.7M.

  • 223 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2025, up from 217 in Q4 2024.
  • Funds reported $1.55B of iShares MSCI World ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 35 funds opened new iShares MSCI World ETF positions in Q1 2025 and 27 closed out, a net change of +8 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2025 was Jane Street, an estimated $74.8M added.
  • The largest iShares MSCI World ETF seller in Q1 2025 was Bank of America, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2025.