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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
JSAM
176
J. Safra Asset Management
New York
$195K
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$190K +$182K +1,149 +1,291%
FWP
178
FAS Wealth Partners
Kansas
$161K +$792 +5 +0.5%
EWA
179
EP Wealth Advisors
California
$138K
JEST
180
JTC Employer Solutions Trustee
Jersey
$134K
UBP
181
Union Bancaire Privee
Switzerland
$130K
SFC
182
SYM Financial Corp
Indiana
$122K +$1.43K +9 +1%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$108K -$3.33K -21 -3%
GWP
184
Gen-Wealth Partners
Michigan
$94.5K
WP
185
WealthShield Partners
North Carolina
$91.9K
AWM
186
Ameliora Wealth Management
Switzerland
$90.4K
IRC
187
Investors Research Corp
Georgia
$83.6K
CWM
188
Centricity Wealth Management
Ohio
$68.9K
AWM
189
Activest Wealth Management
Florida
$67.3K
CMBA
190
C.M. Bidwell & Associates
Hawaii
$66K
PS
191
Principal Securities
Iowa
$64.4K
TFGT
192
TS Financial Group (TSFG)
Illinois
$62K -$16.6K -105 -21%
WTA
193
Washington Trust Advisors
Massachusetts
$57.4K
AC
194
AlphaCore Capital
California
$51.9K +$53.7K +339 New
WB
195
Webster Bank
Connecticut
$46K
PTC
196
Private Trust Company
Ohio
$36.5K
RCA
197
Runnymede Capital Advisors
Ohio
$36K
YDMI
198
Y.D. More Investments
Israel
$32.9K
GM
199
GeoWealth Management
Illinois
$31.2K +$32.3K +204 New
GEA
200
Glen Eagle Advisors
New Jersey
$30.6K

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.