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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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+10
Holders Change %
+4.65%
% 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
21
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 %
WB
201
Webster Bank
Connecticut
$50.8K – – –
PTC
202
Private Trust Company
Ohio
$40.3K – – –
YDMI
203
Y.D. More Investments
Israel
$36.4K – – –
GM
204
GeoWealth Management
Illinois
$34.9K +$339 +2 +1%
GEA
205
Glen Eagle Advisors
New Jersey
$33.9K – – –
PA
206
Parallel Advisors
California
$31.7K +$170 +1 +0.5%
Comerica Bank
207
Comerica Bank
Texas
$31.4K +$14.3K +85 +84%
ACA
208
Aptus Capital Advisors
Alabama
$27.9K -$2.2K -13 -7%
SS
209
Sunbelt Securities
Texas
$26.9K – – –
AWM
210
AE Wealth Management
Kansas
$25.4K +$23.7K +140 +1,400%
CA
211
Clearstead Advisors
Ohio
$21.3K – – –
KGP
212
Keystone Global Partners
Colorado
$21.2K +$14K +82 +195%
LFASL
213
Lugano Financial Advisors SA (LFA)
Switzerland
$18.3K +$18.3K +108 New
CAM
214
Creekmur Asset Management
Illinois
$17.4K – – –
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
$16.1K -$194K -1,143 -92%
S
216
SignatureFD
Georgia
$12.5K – – –
FMP
217
Financial Management Professionals
Texas
$8.81K – – –
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$8.47K – – –
SHIM
219
Stone House Investment Management
Pennsylvania
$6.61K – – –
SPIA
220
Steward Partners Investment Advisory
New York
$2.88K – – –
LFA
221
LGT Financial Advisors
Texas
$2.03K +$2.03K +12 New
RBC
222
Roble Belko & Company
Pennsylvania
$2K – – –
IA
223
IFP Advisors
Florida
$1.86K – – –
EWA
224
EverSource Wealth Advisors
Alabama
$1.02K – – –
GRP
225
Global Retirement Partners
California
$169 +$169 +1 New
6 7 8
9
10