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iShares MSCI World ETF
URTH

Overview Fund Activity

81 hedge funds and large institutions have $364M invested in iShares MSCI World ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-9
Holders Change %
-10%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
10
Increased
29
Reduced
28
Closed
19
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$32.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14M
3
SIM
Strategic Investment Management
Virginia
+$6.54M
4
VWA
Visionary Wealth Advisors
Illinois
+$5.92M
5
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
+$5.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.2M
2
FTUS
Flow Traders U.S.
New York
-$28.6M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$15.3M
4
Bank of America
Bank of America
North Carolina
-$10.3M
5
CI
CX Institutional
Indiana
-$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
1
Sumitomo Mitsui DS Asset Management
Japan
$46.7M +$5.5M +59,667 +13%
FTUS
2
Flow Traders U.S.
New York
$42.5M -$28.6M -310,444 -40%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$33.1M -$2.43M -26,393 -7%
Lazard Asset Management
4
Lazard Asset Management
New York
$32.6M +$32.6M +354,074 New
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22.8M +$3.27M +35,455 +17%
Bank of America
6
Bank of America
North Carolina
$17.6M -$10.3M -111,676 -37%
SIM
7
Strategic Investment Management
Virginia
$15.9M +$6.54M +70,960 +70%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$14M +$14M +151,545 New
PAG
9
Private Advisor Group
New Jersey
$13.6M -$1.96M -21,321 -13%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$12.8M -$3.24M -35,200 -20%
CI
11
CX Institutional
Indiana
$12.6M -$9.16M -99,360 -42%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$9.43M -$1.09M -11,880 -10%
UBS Group
13
UBS Group
Switzerland
$9.31M -$1.58M -17,176 -15%
SL
14
Systelligence LLC
Minnesota
$8.33M +$5.32M +57,713 +177%
VWA
15
Visionary Wealth Advisors
Illinois
$6.23M +$5.92M +64,208 +1,868%
Canada Life
16
Canada Life
Manitoba, Canada
$4.76M +$1.23M +13,364 +35%
Morgan Stanley
17
Morgan Stanley
New York
$4.42M -$7.55M -81,996 -63%
Prudential Financial
18
Prudential Financial
New Jersey
$3.79M +$182K +2,000 +5%
UIA
19
UBP Investment Advisors
Switzerland
$2.88M +$11.8K +128 +0.4%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.71M +$59K +641 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.52M -$254K -2,755 -9%
AFA
22
Arlington Financial Advisors
California
$2.41M +$2.41M +26,178 New
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$2.39M -$214K -2,318 -8%
Goldman Sachs
24
Goldman Sachs
New York
$2.33M +$336K +3,650 +17%
BWA
25
Beam Wealth Advisors
Louisiana
$2.26M +$446K +4,700 +25%
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