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iShares MSCI World ETF
URTH

Overview Fund Activity

177 hedge funds and large institutions have $1.29B invested in iShares MSCI World ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
41
Reduced
59
Closed
20
Calls
$972K
Puts
–
Net Calls
+$972K
Net Calls Change
+$433K

Top Buyers

1
EK
Evensky & Katz
Florida
+$39.9M
2
CI
CX Institutional
Indiana
+$39.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.9M
4
BS
Banco Santander
Spain
+$12.7M
5
AFO
Allie Family Office
Florida
+$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$40.9M
2
Morgan Stanley
Morgan Stanley
New York
-$40.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.4M
4
PP
Prudential plc
United Kingdom
-$20.7M
5
BP
BBR Partners
New York
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$256M +$14.9M +102,522 +6%
SMDAM
2
Sumitomo Mitsui DS Asset Management
Japan
$110M -$8.76M -60,430 -7%
PP
3
Prudential plc
United Kingdom
$98.4M -$20.7M -142,840 -17%
Goldman Sachs
4
Goldman Sachs
New York
$94.6M -$4.69M -32,375 -5%
UBS Group
5
UBS Group
Switzerland
$87.7M -$9.56M -65,950 -10%
CI
6
CX Institutional
Indiana
$49.9M +$39.8M +274,787 +396%
EK
7
Evensky & Katz
Florida
$39.9M +$39.9M +275,621 New
B
8
Barings
North Carolina
$39.1M -$1.25M -8,613 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$34.4M +$3.66M +25,246 +12%
Bank of America
10
Bank of America
North Carolina
$31.5M -$40.9M -282,448 -56%
Bank Julius Baer & Co
11
Bank Julius Baer & Co
Switzerland
$28.1M -$1.21M -8,372 -4%
PCIG
12
Partners Capital Investment Group
Massachusetts
$27.7M -$11.5M -79,329 -29%
Principal Financial Group
13
Principal Financial Group
Iowa
$22M +$10.2M +70,524 +87%
AWM
14
Angeles Wealth Management
California
$19.4M -$1.57M -10,835 -7%
Morgan Stanley
15
Morgan Stanley
New York
$18.2M -$40.1M -276,544 -69%
BS
16
Banco Santander
Spain
$14.9M +$12.7M +87,629 +572%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$13.3M -$7.42M -51,207 -36%
ELI
18
Empire Life Investments
Ontario, Canada
$13.1M -$2.36M -16,300 -15%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$12.4M -$22.4M -154,266 -64%
LPL Financial
20
LPL Financial
California
$11.8M +$1.95M +13,464 +20%
AFO
21
Allie Family Office
Florida
$11.4M +$11.2M +151,056 +6,096%
GKWIM
22
Gerber Kawasaki Wealth & Investment Management
California
$11.3M -$239K -1,647 -2%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$10.9M +$9.41M +64,910 +612%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$10.5M -$192K -1,322 -2%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$9.42M -$2.41M -16,600 -20%
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