iShares MSCI World ETF
URTH
217 hedge funds and large institutions have $1.49B invested in iShares MSCI World ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 23 closing their positions.
126% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 23
41% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 49
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
14% more funds holding
Funds holding: 191 → 217 (+26)
10% more capital invested
Capital invested by funds: $1.36B → $1.49B (+$134M)
0.43% less ownership
Funds ownership: 34.52% → 34.09% (-0.43%)
34% less call options, than puts
Call options by funds: $93K | Put options by funds: $140K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$84.6M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$40.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.4M |
| 4 |
BS
Banco Santander
Madrid,
Spain
|
+$15.2M |
| 5 |
Morgan Stanley
New York
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$58.7M |
| 2 |
Goldman Sachs
New York
|
-$28.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$21.2M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$13M |
| 5 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
-$10.4M |
URTH Hedge Fund Activity: Q4 2024 in Review
217 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q4 2024, worth a combined $1.49B — up 9.9% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new URTH positions and 23 closed out — a net gain of 29 holders — while 69 added to existing stakes and 49 trimmed.
The largest buyer was Bank of America, adding an estimated $84.6M. The largest seller was Royal Bank of Canada, cutting an estimated $58.7M.
- 217 institutional investors held iShares MSCI World ETF (URTH) as of Q4 2024, up from 191 in Q3 2024.
- Funds reported $1.49B of iShares MSCI World ETF stock for Q4 2024, up 9.9% quarter-over-quarter.
- 52 funds opened new iShares MSCI World ETF positions in Q4 2024 and 23 closed out, a net change of +29 holders.
- The largest iShares MSCI World ETF buyer in Q4 2024 was Bank of America, an estimated $84.6M added.
- The largest iShares MSCI World ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $58.7M sold.
Based on aggregated 13F filings for Q4 2024.