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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 %
WP
176
WealthShield Partners
North Carolina
$93.3K – – –
AWM
177
Ameliora Wealth Management
Switzerland
$91.7K +$91.7K +590 New
IRC
178
Investors Research Corp
Georgia
$84.9K – – –
TFGT
179
TS Financial Group (TSFG)
Illinois
$79K +$467 +3 +0.6%
CWM
180
Centricity Wealth Management
Ohio
$70K +$70K +450 New
AWM
181
Activest Wealth Management
Florida
$68.4K +$24.9K +160 +57%
CMBA
182
C.M. Bidwell & Associates
Hawaii
$67K – – –
PS
183
Principal Securities
Iowa
$64.4K +$11.7K +75 +22%
DF
184
Dunhill Financial
United Kingdom
$63.4K – – –
WTA
185
Washington Trust Advisors
Massachusetts
$58.2K -$13.7K -88 -19%
WB
186
Webster Bank
Connecticut
$46.7K – – –
SCM
187
Sterling Capital Management
North Carolina
$46.7K +$46.7K +300 New
US Bancorp
188
US Bancorp
Minnesota
$45.1K +$45.1K +290 New
ACA
189
Aptus Capital Advisors
Alabama
$42.6K +$42.6K +274 New
PTC
190
Private Trust Company
Ohio
$37K – – –
RCA
191
Runnymede Capital Advisors
Ohio
$36.5K +$36.5K +235 New
YDMI
192
Y.D. More Investments
Israel
$33.4K – – –
GEA
193
Glen Eagle Advisors
New Jersey
$31.1K – – –
PA
194
Parallel Advisors
California
$28.9K – – –
SS
195
Sunbelt Securities
Texas
$27K – – –
AIC
196
Archer Investment Corporation
Indiana
$26.2K -$5.46K -35 -17%
CA
197
Clearstead Advisors
Ohio
$19.6K – – –
CAM
198
Creekmur Asset Management
Illinois
$16K – – –
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$13.8K -$2.8K -18 -17%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$8.71K -$3.89K -25 -31%
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