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iShares MSCI World ETF

223 hedge funds and large institutions have $1.55B invested in iShares MSCI World ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

3% more funds holding

Funds holding: 217223 (+6)

2.44% more ownership

Funds ownership: 34.09%36.53% (+2.4%)

4% more capital invested

Capital invested by funds: $1.49B → $1.55B (+$57.3M)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
35
Increased
61
Reduced
55
Closed
27
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$223M +$17.4M +110,083 +8%
SMDAM
2
Sumitomo Mitsui DS Asset Management
Japan
$95.5M +$1.11M +6,989 +1%
Goldman Sachs
3
Goldman Sachs
New York
$92.6M +$1.94M +12,282 +2%
PP
4
Prudential plc
United Kingdom
$89.3M -$8.19M -51,700 -8%
Morgan Stanley
5
Morgan Stanley
New York
$87.9M +$55.9M +352,891 +160%
Jane Street
6
Jane Street
New York
$72.3M +$74.8M +472,254 New
B
7
Barings
North Carolina
$48.1M +$10.3M +65,203 +26%
NPT
8
National Philanthropic Trust
Pennsylvania
$48M +$1.86M +11,770 +4%
Bank of America
9
Bank of America
North Carolina
$46.3M -$69.7M -440,068 -59%
EK
10
Evensky & Katz
Florida
$44M +$537K +3,391 +1%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$37.1M +$10.9M +68,708 +39%
BS
12
Banco Santander
Spain
$36.9M -$3.75M -23,700 -9%
JP Morgan Chase
13
JP Morgan Chase
New York
$34.9M +$3.47M +21,887 +11%
Principal Financial Group
14
Principal Financial Group
Iowa
$29.8M -$27.1M -171,190 -47%
PCIG
15
Partners Capital Investment Group
Massachusetts
$27M +$24.1M +152,236 +641%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$25.9M +$5.3M +33,495 +25%
LPL Financial
17
LPL Financial
California
$25.2M +$983K +6,207 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$21.5M -$22.1M -139,479 -50%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$19.9M +$1.29M +8,136 +7%
APSPRSPT
20
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$18.8M -$788K -4,980 -4%
UBS Group
21
UBS Group
Switzerland
$18.8M +$173K +1,092 +0.9%
Bank Julius Baer & Co
22
Bank Julius Baer & Co
Switzerland
$18M -$10.7M -67,370 -36%
AWM
23
Angeles Wealth Management
California
$17.3M -$716K -4,525 -4%
Raymond James Financial
24
Raymond James Financial
Florida
$16.8M -$1.64M -10,362 -9%
BlackRock
25
BlackRock
New York
$15.5M +$2.93M +18,512 +22%

URTH Hedge Fund Activity: Q1 2025 in Review

223 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI World ETF (URTH) for Q1 2025, worth a combined $1.55B — up 3.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new URTH positions and 27 closed out — a net gain of 8 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $69.7M.

  • 223 institutional investors held iShares MSCI World ETF (URTH) as of Q1 2025, up from 217 in Q4 2024.
  • Funds reported $1.55B of iShares MSCI World ETF stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 35 funds opened new iShares MSCI World ETF positions in Q1 2025 and 27 closed out, a net change of +8 holders.
  • The largest iShares MSCI World ETF buyer in Q1 2025 was Jane Street, an estimated $74.8M added.
  • The largest iShares MSCI World ETF seller in Q1 2025 was Bank of America, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2025.