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iShares MSCI World ETF
URTH

Overview Fund Activity

225 hedge funds and large institutions have $1.63B invested in iShares MSCI World ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
34
Increased
86
Reduced
52
Closed
22
Calls
$10.3M
Puts
$390K
Net Calls
+$9.94M
Net Calls Change
+$9.68M

Top Buyers

1
OWP
Obermeyer Wealth Partners
Colorado
+$57.9M
2
Morgan Stanley
Morgan Stanley
New York
+$51.1M
3
GH
GAM Holding
Switzerland
+$24.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$11.7M

Top Sellers

1
Jane Street
Jane Street
New York
-$72.3M
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$25.4M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$24.9M
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
-$18.8M
5
Bank of America
Bank of America
North Carolina
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
176
Migdal Insurance & Financial Holdings
Israel
$220K – – –
AA
177
Auxano Advisors
Washington
$215K +$215K +1,270 New
JSAM
178
J. Safra Asset Management
New York
$215K – – –
AWS
179
Atria Wealth Solutions
New York
$213K +$213K +1,256 New
Financial Engines Advisors
180
Financial Engines Advisors
California
$212K -$121K -716 -36%
PS
181
Principal Securities
Iowa
$196K +$126K +741 +179%
AC
182
AlphaCore Capital
California
$182K +$125K +736 +217%
FWP
183
FAS Wealth Partners
Kansas
$179K +$1.52K +9 +0.9%
GWM
184
Geneos Wealth Management
Colorado
$171K -$342K -2,021 -67%
EWA
185
EP Wealth Advisors
California
$153K +$508 +3 +0.3%
JEST
186
JTC Employer Solutions Trustee
Jersey
$149K – – –
US Bancorp
187
US Bancorp
Minnesota
$136K +$136K +801 New
ETC
188
Exchange Traded Concepts
Oklahoma
$121K +$121K +714 New
GWP
189
Gen-Wealth Partners
Michigan
$105K – – –
WP
190
WealthShield Partners
North Carolina
$102K – – –
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$97.2K +$85.5K +505 +732%
AIC
192
Archer Investment Corporation
Indiana
$82K +$53.5K +316 +188%
CWM
193
Centricity Wealth Management
Ohio
$76.2K – – –
AWM
194
Activest Wealth Management
Florida
$75K +$508 +3 +0.7%
AWM
195
Ameliora Wealth Management
Switzerland
$74.5K -$25.4K -150 -25%
CMBA
196
C.M. Bidwell & Associates
Hawaii
$73.1K +$169 +1 +0.2%
TFGT
197
TS Financial Group (TSFG)
Illinois
$68K – – –
DF
198
Dunhill Financial
United Kingdom
$67.8K +$67.8K +400 New
IRC
199
Investors Research Corp
Georgia
$67.1K -$25.4K -150 -27%
WTA
200
Washington Trust Advisors
Massachusetts
$66.6K +$3.22K +19 +5%
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