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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
PA
201
Parallel Advisors
California
$28.5K
ACA
202
Aptus Capital Advisors
Alabama
$27.3K -$15.2K -96 -35%
SS
203
Sunbelt Securities
Texas
$26.5K
AIC
204
Archer Investment Corporation
Indiana
$25.8K
CA
205
Clearstead Advisors
Ohio
$19.3K
CAM
206
Creekmur Asset Management
Illinois
$15.8K
Comerica Bank
207
Comerica Bank
Texas
$15.4K -$225K -1,422 -93%
BF
208
BOK Financial
Oklahoma
$15.3K +$15.8K +100 New
S
209
SignatureFD
Georgia
$11.3K +$11.7K +74 New
FPF
210
First Pacific Financial
Washington
$10.7K +$11.1K +70 New
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$10.6K +$2.06K +13 +23%
FMP
212
Financial Management Professionals
Texas
$7.96K
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$6.82K
KGP
214
Keystone Global Partners
Colorado
$6.59K +$6.65K +42 New
SHIM
215
Stone House Investment Management
Pennsylvania
$5.97K +$6.17K +39 New
NA
216
NewEdge Advisors
Louisiana
$5.51K
TRCT
217
Tower Research Capital (TRC)
New York
$3.83K +$3.96K +25 New
SPIA
218
Steward Partners Investment Advisory
New York
$2.6K
RBC
219
Roble Belko & Company
Pennsylvania
$2K
IA
220
IFP Advisors
Florida
$1.69K
AWM
221
AE Wealth Management
Kansas
$1.53K +$1.58K +10 New
EWA
222
EverSource Wealth Advisors
Alabama
$919 -$247K -1,557 -100%
RIM
223
Rakuten Investment Management
Japan
$152 +$158 +1 New
CCM
224
Causeway Capital Management
California
-$8M -51,466 Closed
Truist Financial
225
Truist Financial
North Carolina
-$2.39M -15,377 Closed

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.