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iShares MSCI World ETF
URTH

Overview Fund Activity

210 hedge funds and large institutions have $1.42B invested in iShares MSCI World ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 23 closing their positions.

Holders
210
Holders Change
+21
Holders Change %
+11.11%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
67
Reduced
49
Closed
23
Calls
$93K
Puts
$140K
Net Calls
-$47K
Net Calls Change
-$141K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$115M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$56.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.5M
4
BS
4
Banco Santander
Spain
$41.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$210M
2
Goldman Sachs
2
Goldman Sachs
New York
$92.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$13.9M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$3.69M
5
SMDAM
5
Sumitomo Mitsui DS Asset Management
Japan
$95.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$210M 1,348,221 -371,343 -22%
Bank of America
2
Bank of America
North Carolina
$115M 742,267 +535,132 +258%
PP
3
Prudential plc
United Kingdom
$98.7M 634,860 -36,250 -5%
SMDAM
4
Sumitomo Mitsui DS Asset Management
Japan
$95.9M 616,617 -65,475 -10%
Goldman Sachs
5
Goldman Sachs
New York
$92.1M 592,426 -180,897 -23%
Principal Financial Group
6
Principal Financial Group
Iowa
$56.9M 365,827 +256,230 +234%
EK
7
Evensky & Katz
Florida
$44.1M 283,582 +1,826 +0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$43.5M 279,894 +192,199 +219%
BS
9
Banco Santander
Spain
$41.2M 264,780 +95,938 +57%
B
10
Barings
North Carolina
$38.7M 249,042 +51,701 +26%
Morgan Stanley
11
Morgan Stanley
New York
$34.3M 220,743 +77,737 +54%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$32M 206,051 +8,551 +4%
Bank Julius Baer & Co
13
Bank Julius Baer & Co
Switzerland
$31.7M 184,631 +22,429 +14%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$27.2M 173,975 +27,451 +19%
LPL Financial
15
LPL Financial
California
$24.6M 158,340 +51,049 +48%
ELI
16
Empire Life Investments
Ontario, Canada
$23.1M 148,300 +41,600 +39%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$21.1M 135,578 -4,232 -3%
APSPRSPT
18
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$19.9M 127,936 +906 +0.7%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$19M 121,916 -18,342 -13%
UBS Group
20
UBS Group
Switzerland
$18.9M 121,331 -11,683 -9%
Raymond James Financial
21
Raymond James Financial
Florida
$18.7M 120,352 +120,352 New
AWM
22
Angeles Wealth Management
California
$18.3M 117,417 -1,945 -2%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$13.9M 89,333 -134,258 -60%
BlackRock
24
BlackRock
New York
$12.9M 82,675 +31,439 +61%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$12.2M 78,136 +805 +1%
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