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iShares MSCI World ETF
URTH

Overview Fund Activity

173 hedge funds and large institutions have $1.25B invested in iShares MSCI World ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
173
Holders Change
+15
Holders Change %
+9.49%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
32
Increased
57
Reduced
52
Closed
15
Calls
$539K
Puts
–
Net Calls
+$539K
Net Calls Change
+$539K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.5M
2
Bank of America
2
Bank of America
North Carolina
$66.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$221M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.9M
5
BP
5
BBR Partners
New York
$17.7M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$0
3
CI
3
CX Institutional
Indiana
$9.22M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$221M 1,661,769 +169,974 +11%
PP
2
Prudential plc
United Kingdom
$109M 821,630 -17,770 -2%
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$109M 816,489 -41,558 -5%
Goldman Sachs
4
Goldman Sachs
New York
$91.1M 685,060 +76,665 +13%
UBS Group
5
UBS Group
Switzerland
$89.3M 671,450 +40,124 +6%
Bank of America
6
Bank of America
North Carolina
$66.5M 500,155 +232,951 +87%
Morgan Stanley
7
Morgan Stanley
New York
$53.5M 401,874 +263,091 +190%
B
8
Barings
North Carolina
$37M 278,266 +18,374 +7%
PCIG
9
Partners Capital Investment Group
Massachusetts
$36M 270,334 +51,769 +24%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$31.9M 239,681 +166,614 +228%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$28.2M 211,989 +29,950 +16%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$26.9M 202,503 -31,769 -14%
AWM
13
Angeles Wealth Management
California
$19.3M 144,737 -4,513 -3%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$19M 142,912 -40,522 -22%
BP
15
BBR Partners
New York
$17.7M 132,976 +109,428 +465%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$15.2M 114,295 +62,058 +119%
ELI
17
Empire Life Investments
Ontario, Canada
$14.2M 106,600 +42,100 +65%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$10.9M 81,600 -35,740 -30%
Principal Financial Group
19
Principal Financial Group
Iowa
$10.8M 81,213 -68,356 -46%
GKWIM
20
Gerber Kawasaki Wealth & Investment Management
California
$10.6M 79,461 +9,509 +14%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$9.84M 74,000 -32,000 -30%
CI
22
CX Institutional
Indiana
$9.22M 69,315 -151,862 -69%
LPL Financial
23
LPL Financial
California
$9.07M 68,212 +3,069 +5%
BFG
24
Bleakley Financial Group
New Jersey
$7.8M 58,656 +414 +0.7%
SS
25
Simplicity Solutions
Minnesota
$7.8M 58,656 +414 +0.7%
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